5398Comments (42)http%3A%2F%2Fdealbreaker.com%2F2008%2F11%2Fa-message-from-maverick-viking-and-greenlight%2FA+Message+From+Maverick%2C+Viking%2C+and+Greenlight2008-11-03+16%3A24%3A56Bess+Levinhttp%3A%2F%2Fwp.dealbreaker.com%2F2008%2F11%2Fa-message-from-maverick-viking-and-greenlight%2F

1. 1
   Posted by guest | November 3, 2008 at 11:27 AM

   Phirst

2. 2
   Posted by guest | November 3, 2008 at 11:28 AM

   Viking Global Equities YTD -3.92% , is that a typo ?

3. 3
   Posted by guest | November 3, 2008 at 11:29 AM

   Greenlight should probably..MAKE SOME CHANGES

4. 4
   Posted by guest | November 3, 2008 at 11:30 AM

   He who spouts bigger BS than cold fission-
   Is named Dick Fuld and will go to prison

5. 5
   Posted by guest | November 3, 2008 at 11:33 AM

   Viking was down about 30 bps YTD through 9/30, so those numbers don’t add up.

6. 6
   Posted by guest | November 3, 2008 at 11:35 AM

   too long; didnt analysis

7. 7
   Posted by guest | November 3, 2008 at 11:36 AM

   if being gay for David einhorn is wrong, I don’t want to be right.
   Vote obama!!

8. 8
   Posted by guest | November 3, 2008 at 11:38 AM

   “Viking Global Equities YTD -3.92% , is that a typo ?”
   YES. Its -392%
   Thanks for pointing out

9. 9
   Posted by guest | November 3, 2008 at 11:43 AM

   I want DEAR INVESTOR letters not just false numbers

10. 10
    Posted by Jesse | November 3, 2008 at 11:46 AM

    @4
    Fission for the rhyme, but you must know its fusion,
    Or is this a symptom of our general confusion?

11. 11
    Posted by guest | November 3, 2008 at 11:47 AM

    @4
    What is “cold fission”

12. 12
    Posted by guest | November 3, 2008 at 11:53 AM

    @9
    yes,
    yes but it took them an awful long time to do it. That’s what we will see here…if they ever do. Some of the Aussie banks were smart to write them off entirely earlier this year….
    There seems to be this mantra that they will eventually be worth something at some point…but I also understand the need to project that assumption too-which is why the system got it’s bailout.

13. 13
    Posted by Suits | November 3, 2008 at 11:53 AM

    There’s got to be a good McCain/Palin “maverick” joke in here but I just can’t find it.

14. 14
    Posted by VOL IS KING | November 3, 2008 at 11:56 AM

    @Bess
    I’m pretty sure you can strip off the water mark using preview on the mac if you print the pdf as a new pdf. That way people won’t told out on the investor letters for fear of reprisal. Also, ipaper might also work.

15. 15
    Posted by guest | November 3, 2008 at 11:59 AM

    @9- you can choose to believe them or not, but these numbers are accurate.

16. 16
    Posted by ep | November 3, 2008 at 12:27 PM

    Wow, you people are demanding. It’s not even Wednesday yet!
    Viking Global Equities III, Ltd.
    2008:
    Jan: -3.00
    Feb: 3.40
    Mar: -0.60
    Apr: 3.90
    May: 4.00
    Jun: -0.20
    Jul: 0.80
    Aug: 0.50
    Sep: -9.40
    Oct: -1.10
    YTD: -2.41
    Viking Global Equities, LP
    2008:
    Jan: -3.00
    Feb: 3.40
    Mar: -0.60
    Apr: 3.80
    May: 0.60
    Jun: -0.20
    Jul: 0.80
    Aug: 0.50
    Sep: -7.70
    Oct: -1.10
    YTD: -3.92
    If you don’t shape up, I’ll have Laura take over.

17. 17
    Posted by guest | November 3, 2008 at 12:54 PM

    ep –
    The May 08 Viking LP number you posted is wrong. Just looked at one of their letters – gross return was +4.8%. Plus, look at your May Ltd. number (+4%) — highly unlikely the LP number would be so far off.
    Not trying to be a stickler — but I think the LP YTD number is probably more in the -2% area.

18. 18
    Posted by shalimar | November 3, 2008 at 12:55 PM

    GL – (12.6%) for October
    http://www.greenlightre.ky/?q=node/69
    VOW scares aside, portfolio looks decent.

19. 19
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