Who is the greatest student of the markets - Buffet, Leon or Soros?

Please wait till the end of January 2007 before voting for one of the following:

  • Warren Buffet, the Investor

    Votes: 40 37.7%

  • Rebel Leon, the Investigator

    Votes: 11 10.4%

  • George Soros, the Speculator

    Votes: 55 51.9%
  • Total voters
    106
<b>Investigation Alert - 08/24/06</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td> <td><font size="2">Trigger&nbsp;&nbsp;&nbsp; </font></td></tr>
<tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">-------</font></td></tr>
<tr><td><font size="2">SGMS&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">29.20</font></td></tr>
<tr><td><font size="2">SPSS&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">24.75</font></td></tr>
</table>
 
<b>Investigation Opened - 08/24/06</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Trigger &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Target &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
<tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">------- &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------- &nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>

<tr><td><font size="2">SPSS&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">24.75 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">08/24/06 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">24.75 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">24.06 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">26.07</font></td></tr>
</table>
 
I had to abandon this thread temporarily, because posting had become too onerous, in light of my other commitments. The mistake was all mine - for trying to do far too much. I am now ready to continue posting, but a much streamlined version of my first attempt.

For the record, I was up about two percent when I stopped posting, but will wipe the slate clean, and start with an account balance of $100,000. I also intend to run this journal for twelve months - to the end of December 2007.

I do hope my actions will match my good intentions.
 
<p><font class="vb"><b>Investigation Opened - 01/08/07</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
<tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>
<br />
<tr><td><font size="2">ALY&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">19.45&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">18.29</font></td></tr>
<tr><td><font size="2">KOP&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">26.88&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">25.26</font></td></tr>
</table></font></p>
 
<p><font class="vb"><b>Investigation Opened - 01/09/07</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
<tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------ &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>
<br />
<tr><td><font size="2">AMSF&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/09/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">16.77&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">15.73</font></td></tr>
</table></font></p>
 
<p><font class="vb"><b>Investigation Closed - 01/09/07</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Exit&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Verdict(1)&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Verdict(2)</font></td></tr>
<tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------ &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">------- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">---------- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----------</font></td></tr>
<br />
<tr><td><font size="2">ALY&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">19.45&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">18.29&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/09/07&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">18.29&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(1.16)&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(5.96%)</font></td></tr>
<tr><td><font size="2">KOP&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">26.88&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">25.26&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/09/07&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">24.75&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(2.15)&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(7.92%)</font></td></tr>
</table></font></p>
 
<p><font class="vb"><b>Investigation Opened - 01/10/07</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
<tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------ &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>
<br />
<tr><td><font size="2">DSW</font></td><td><font size="2">01/10/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">38.28&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">36.84</font></td></tr>
</table></font></p>
 
<p><font class="vb"><b>Investigation Opened - 01/11/07</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
<tr><td><font size="2">------</font></td><td><font size="2">-----</font></td><td><font size="2">------</font></td><td><font size="2">-----</font></td></tr>
<br />
<tr><td><font size="2">AUY</font></td><td><font size="2">01/11/07</font></td><td><font size="2">12.06</font></td><td><font size="2">11.20</font></td></tr>
<tr><td><font size="2">GLDN</font></td><td><font size="2">01/11/07</font></td><td><font size="2">48.27</font></td><td><font size="2">44.10</font></td></tr>
</table></font></p>
 
<p><font class="vb"><b>Investigation Opened - 01/12/07</b>
<table>
<tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
<tr><td><font size="2">------</font></td><td><font size="2">-----</font></td><td><font size="2">------</font></td><td><font size="2">-----</font></td></tr>
<br />
<tr><td><font size="2">CMP</font></td><td><font size="2">01/12/07</font></td><td><font size="2">31.09</font></td><td><font size="2">29.23</font></td></tr>
<tr><td><font size="2">CRVL</font></td><td><font size="2">01/12/07</font></td><td><font size="2">44.61</font></td><td><font size="2">41.98</font></td></tr>
</table></font></p>
 
The investigation summary in the next post does not include ongoing investigations, and therefore is not a true reflection of the current Equity. However, at the end of the exercise (in December), it will show all investigations undertaken in the ensuing twelve month period, as well as the final state of Mr Leon's account.

Time permitting, I will also endeavour to show the impact of ongoing investigations on Equity - don't hold me to it, though. :)
 
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