Rabbitisrich Posted August 18, 2012 Share Posted August 18, 2012 To what extent does having a small fund support his returns? He doesn't hold a lot of small/micro caps. By the way, Business Insider mentioned the Lee Munsen character: http://articles.businessinsider.com/2011-04-01/wall_street/30024477_1_drug-dealer-rome-closing-bell [*]"Fast cars, one woman," he said. "Cristal. Blue Ribbon sushi. Nobu on a weekly basis. The Palm comes to mind. Whatever cost a lot of money, that's what I had. I was always a punk rocker at heart, so what I love to do is take all my friends out and just buy 'em drinks at the cool places. It was like, 'On me, baby!' Share the wealth a little bit." [*]"If you're pissed off at Microsoft for having a monopoly and controlling the world, and Bill Gates is the Antichrist, stop whining," he said. "Why don't you buy the stock, make a million dollars, then go build a bomb and blow 'em up? But you know, people aren't man enough to do that. When I make money, I put it in Wall Street's face, man. Put it in their fucking face. Link to comment Share on other sites More sharing options...
frog03 Posted October 4, 2012 Share Posted October 4, 2012 Beating yet again the market and its peers YTD... Link to comment Share on other sites More sharing options...
Guest Posted February 15, 2013 Share Posted February 15, 2013 The fund is now sitting at nearly 75% cash. Link to comment Share on other sites More sharing options...
Yours Truly Posted February 15, 2013 Share Posted February 15, 2013 Beating yet again the market and its peers YTD... Looks like he underperformed the market by 5-6% in 2012? His turnover is pretty high it seems Link to comment Share on other sites More sharing options...
Guest Posted February 15, 2013 Share Posted February 15, 2013 Beating yet again the market and its peers YTD... Looks like he underperformed the market by 5-6% in 2012? His turnover is pretty high it seems The fund was up 22.35% in 2012 vs 16% for S&P 500. Are you looking at the 1 year rolling? Link to comment Share on other sites More sharing options...
Guest Posted March 10, 2013 Share Posted March 10, 2013 Now almost at 85% cash. wow. He'll either look like a genius....or something else. :P Link to comment Share on other sites More sharing options...
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