Hedge Fund Investor Letters 2019 Q1

[dealmaker]

https://www.insidermonkey.com/blog/hedge-fund-investor-letters-2019-q1-739258/

 

[dozu888]

these monkeys eat the dust of QQQ/SPY, charge you 2/20, and send you some bullshit to read every month.

 

[jordan21]

Greenhaven Road Capital is a long-biased, concentrated hedge fund. We invest only in our very best ideas – typically 15 long positions or less and a handful of opportunistic short.

 

[dozu888]

Greenhaven Road Capital is a long-biased, concentrated hedge fund. We invest only in our very best ideas – typically 15 long positions or less and a handful of opportunistic short.

not sure if you represent the fund or just quoting..

of course everybody has 'best ideas' but the stats don't lie.. hedge fund monkeys severely underperform.

 

[ironchef]

not sure if you represent the fund or just quoting..

of course everybody has 'best ideas' but the stats don't lie.. hedge fund monkeys severely underperform.

As your pro boys like to remind me: It is the risk adjusted return that really counts, not the absolute returns?

 

[ironchef]

https://www.insidermonkey.com/blog/hedge-fund-investor-letters-2019-q1-739258/

Buffett is on the list. Is he running a hedge fund?

 

[dozu888]

As your pro boys like to remind me: It is the risk adjusted return that really counts, not the absolute returns?

my pro boys are not the same guys as these monkeys lol