If you only read one book on investing, Excellent Investing is the one! Mark has done a lot of research in addition to accounts of his own experiences. Very readable I couldn’t put it down. A few people I know will be getting this for Christmas.
I have many small mexican adrs, F shares, but I don't consider them a position I consider them together a position. Also deep deep value like CBK, BGFV, and CBL, junk stocks but together they might make 2%. That is what these hedge funds might be doing with .3% positions.
Problem is the stock goes down down down then private equity buys it for 30% higher than its 3-month high. Thus you can never win your winners won't make up for the losers and private equity with take the obvious stocks that are soon to bounce back.
If you only read one book on investing, Excellent Investing is the one! Mark has done a lot of research in addition to accounts of his own experiences. Very readable I couldn’t put it down. A few people I know will be getting this for Christmas.
Loved the Mr Taylor
I have many small mexican adrs, F shares, but I don't consider them a position I consider them together a position. Also deep deep value like CBK, BGFV, and CBL, junk stocks but together they might make 2%. That is what these hedge funds might be doing with .3% positions.
Try running Kelly on MNK.
Problem is the stock goes down down down then private equity buys it for 30% higher than its 3-month high. Thus you can never win your winners won't make up for the losers and private equity with take the obvious stocks that are soon to bounce back.