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,...
DAL to LA to SF (short) LinkFest
Traveling to San Francisco for a week starting Friday, drop me a line if you're around...
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A nice list of bubble books, and I can...
Harvard and Yale 2009 Returns
There has been a lot of coverage in the media on the Harvard and Yale endowment returns for 2009 (Bloomberg, WSJ, Barron's, NYTimes, Dealbook,...
