• 03 Jun 2009 at 4:03 PM

Attention Glenview Groupies: L-Train Back In It To Win It

By Equity Private

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Glenview May 2009 [PDF]

Comments (22)

  1. 1
    Posted by guest | June 3, 2009 at 4:11 PM

    Yeah baby!

  2. 2
    Posted by guest | June 3, 2009 at 4:13 PM

    why do they have gross and net PNL? makes no sense whatsoever. you ding dong.

  3. 3
    Posted by guest | June 3, 2009 at 4:15 PM

    @2- Bess didn’t make the chart, click through to the pdf FROM GLENVIEW, you “ding dong.”

  4. 4
    Posted by guest | June 3, 2009 at 4:17 PM

    @2- it’s makes no sense because you’re a flipping idiot.

  5. 5
    Posted by guest | June 3, 2009 at 4:18 PM

    Um..only adds up to 33.63%. Where did the other 3% come from?

  6. 6
    Posted by guest | June 3, 2009 at 4:18 PM

    @5
    Um..I mean 4%. Math is hard.

  7. 7
    Posted by guest | June 3, 2009 at 4:21 PM

    @ 5 and 6: It’s the effect of compounding.

  8. 8
    Posted by guest | June 3, 2009 at 4:27 PM

    Did somebody mention compounding a secretary in her ass?

  9. 9
    Posted by guest | June 3, 2009 at 4:29 PM

    Do you see, Larry? Do you see what happens when you fuck a stranger in the ass?

  10. 10
    Posted by guest | June 3, 2009 at 4:30 PM

    Golf clap for Glenview.

  11. 11
    Posted by guest | June 3, 2009 at 4:37 PM

    the actual clap for jimmy simons

  12. 12
    Posted by guest | June 3, 2009 at 4:40 PM

    @12- why would that be? per yesterday’s post, RIEF was up no more than 5 percent for may.

  13. 13
    Posted by guest | June 3, 2009 at 4:42 PM

    the actual clap for jimmy simons

  14. 14
    Posted by guest | June 3, 2009 at 4:42 PM

    Your Secretary side pocket
    -Fyuk Yoo

  15. 15
    Posted by guest | June 3, 2009 at 5:18 PM

    @13: just like “ATM” is not a machine in these parts, “the clap” is not applause.

  16. 16
    Posted by guest | June 3, 2009 at 5:27 PM

    @2 – this might be why you are unemployed since you can’t read pnl statements.

  17. 17
    Posted by guest | June 3, 2009 at 10:12 PM

    I’m late to the party here, but I think those casting aspersions at #2 have no clue themselves.

  18. 18
    Posted by guest | June 3, 2009 at 10:24 PM

    @18- really? you really think Gleview (where the PDF is from) got it wrong?

  19. 19
    Posted by guest | June 4, 2009 at 3:33 AM

    @19,
    yes i do because back office ding dongs like you are in charge of reporting pnl.

  20. 20
    Posted by guest | June 4, 2009 at 7:47 AM

    @20- yeah I’m sure Glenview sends its shit out before looking it over.

  21. 21
    Posted by guest | June 4, 2009 at 8:25 AM

    His credit fund is up north of 100% on the year.

  22. 22
    Posted by guest | June 4, 2009 at 8:29 AM

    As an investor in Glenview, this is just their weekly performance update form to show an estimate to report to clients, hence the gross and net (at this rate they won’t be below the HW much longer). Their monthly performance statements show the usual goodies…exposures, attributions, sector regtion, mkt cap, etc. L-TRAIN is killing it…PS check out his Credit Opps fund..up over 100% YTD.

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