Author Topic: Rookie Fund Managers To Follow?  (Read 21411 times)

stahleyp

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Re: Rookie Fund Managers To Follow?
« Reply #20 on: March 09, 2016, 12:30:10 PM »
I think Meson started near the bottom of the market in early 2009. It had a crazy, crazy year. Up several hundred percent, I believe. That was the only good year from what I remember. Not sure if it even beat the market before it was closed up and the new fund was started. 
Paul


LC

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Re: Rookie Fund Managers To Follow?
« Reply #21 on: March 09, 2016, 02:13:59 PM »
Did he close up his old shop due to bad performance? I don't understand why some people do that. Why not just maintain one fund so it's easier to track your performance as an investor (unless of course you suck).

That's exactly why, performance sucks and if it sucks bad enough it's too deep of a hole to ever climb out of.  Instead it's easier to just shut down for some reason and re-open and hope you do better the second/third/fourth/whatever time around.
That is so disingenuous...it's pretty gross IMHO. If performance sucks so bad you can't recover, your career as a money manager should mimic that.
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Evolveus

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Re: Rookie Fund Managers To Follow?
« Reply #22 on: March 10, 2016, 12:46:58 PM »
What about Kevin Byun at Denali Investors.  Seemed to be doing really well in the spin-off space, but it seems like the website hasn't been updated in quite a long time.

What irks me about his is when there's a bad year letters are impossible to obtain, but when he does well they're blasted everywhere.  Why not just be honest?  No one expects people to be perfect.  I don't like when guys try to hide bad performance.

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rijk

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Re: Rookie Fund Managers To Follow?
« Reply #23 on: March 14, 2016, 01:25:46 AM »
meson did his houdini shortly after his miraculous 600% performance was completely undone by 2013, while the market was going up double digits

surprisingly, he still quotes something like a 25% cagr for the old fund in his current fund facts details......


eclecticvalue

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Re: Rookie Fund Managers To Follow?
« Reply #24 on: March 14, 2016, 06:00:10 AM »
What brought his performance down so much? He could've invested in a couple of great GARP plays to keep the streak going.

mhdousa

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Re: Rookie Fund Managers To Follow?
« Reply #25 on: March 14, 2016, 06:01:44 AM »
What about Kevin Byun at Denali Investors.  Seemed to be doing really well in the spin-off space, but it seems like the website hasn't been updated in quite a long time.

No commentary, just providing information: lost 15.75% last year. Has done about 11% annually since 2007.

Picasso

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Re: Rookie Fund Managers To Follow?
« Reply #26 on: March 15, 2016, 10:39:32 PM »
There's this fellow Picasso at COBF Capital.  I heard he's done like 23% since 2008.  Hard to find his investor letters though...

Jurgis

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Re: Rookie Fund Managers To Follow?
« Reply #27 on: March 15, 2016, 10:42:55 PM »
There's this fellow Picasso at COBF Capital.  I heard he's done like 23% since 2008.  Hard to find his investor letters though...

but his paintings are well known. And they may have done pretty well since 1901 or so.

writser

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Re: Rookie Fund Managers To Follow?
« Reply #28 on: March 16, 2016, 04:20:14 AM »
Last rumour I heard is that he retired from investing and has dedicated his life to discussing Valeant on online message boards. Many others have done so before. Most of them did not recover. Sad but true.
When you are dead, you do not know you are dead. It's only painful and difficult for others. The same applies when you are stupid.

Picasso

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Re: Rookie Fund Managers To Follow?
« Reply #29 on: March 16, 2016, 11:53:08 AM »
Last rumour I heard is that he retired from investing and has dedicated his life to discussing Valeant on online message boards. Many others have done so before. Most of them did not recover. Sad but true.

We needed something to replace the ZINC board.  Question is what other forum he dedicates his life's work to when VRX trades under VRXCQ.