Where were you…
...when the Dow first crossed 10,000? I was on Spring Break ice climbing in Durango, and then climbing Engineer mountain and sleeping in...
Lose 72% of your investor’s $, make the cover of Barron’s
It's Miller Time
I don't even know what to say. Wouldn't a story about AlphaClone be much more interesting? Like, say, how following Greenlight beats...
Julian Robertson and Not Losing Money
Hat tip to Market Folly for the reference. Robertson on Bloomberg:
"I think that if you really look at how to do a good record...
Hedge Fund Cloning – A Fourth Type of Replicator
"You don't want to be average; it's not worth it, does nothing. In fact, it's less that the market. The question is, 'How do...
When the Tiger Speaks, You Should Listen
Julian Robertson interview where he mentions liking V, MA, and AAPL (disclosure: we own all three). If you have been following the Tiger Cubs...
Endowment Returns, & A Paper About My Paper
A research paper about my paper. Cool! I haven't had the chance to read it yet...
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Draw your own conclusions on endowment performance last year,...
