A Message From Maverick, Viking, and Greenlight

Posted by Bess Levin, Nov 03, 2008, 11:24am

As of Friday's close:

Greenlight Capital Offshore, Ltd:
MTD: -9.70%
YTD: -22.77%

Maverick Fund, Ltd:
MTD: -6.34%
YTD: -26.47%

Viking Global Equities LP:
MTD: -1.10%
YTD: -3.92%

0Recommend this! 20Comments

Comments

1

Posted by guest, Nov 03, 2008 11:27AM

Phirst

2

Posted by guest, Nov 03, 2008 11:28AM

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

3

Posted by guest, Nov 03, 2008 11:29AM

Greenlight should probably..MAKE SOME CHANGES

4

Posted by guest, Nov 03, 2008 11:30AM

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

5

Posted by guest, Nov 03, 2008 11:33AM

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

6

Posted by guest, Nov 03, 2008 11:35AM

too long; didnt analysis

7

Posted by guest, Nov 03, 2008 11:36AM

if being gay for David einhorn is wrong, I don't want to be right.

Vote obama!!

8

Posted by guest, Nov 03, 2008 11:38AM

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

YES. Its -392%

Thanks for pointing out

9

Posted by guest, Nov 03, 2008 11:43AM

I want DEAR INVESTOR letters not just false numbers

10

Posted by Jesse, Nov 03, 2008 11:46AM


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

11

Posted by guest, Nov 03, 2008 11:47AM

@4
What is "cold fission"

12

Posted by guest, Nov 03, 2008 11:53AM

@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

Posted by Suits, Nov 03, 2008 11:53AM

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

14

Posted by VOL IS KING, Nov 03, 2008 11:56AM

@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

Posted by guest, Nov 03, 2008 11:59AM

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

16

Posted by ep, Nov 03, 2008 12:27PM

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

Posted by guest, Nov 03, 2008 12:54PM

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

Posted by shalimar, Nov 03, 2008 12:55PM

GL - (12.6%) for October

http://www.greenlightre.ky/?q=node/69

VOW scares aside, portfolio looks decent.

19

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20

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