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with the S&P only +0.01% I need AIG Quant’s help to calculate how much alpha this is. My calculator can’t handle the digits.
Looks like their returns are right on target.
Did ya check out the CDS portfolio? I wonder how quickly they can unwind when this begin to go south? Just putting it out there.
Looks like Bill’s compensation scheme is doing well this year.
Better than most…. BETTER THAN MOST!!!!!
Today I will only write the punchlines of my favorite jokes.
Here’s one: “Well, for a Catholic priest with a small parish I think that is pretty darn good!”
“The Punchliner 0 minutos atrás….”
So DB has Disqus doing Spanish simulcasts?
Nothing like a cool $200 mil for a month’s work
So what’s up with the Dealbreaker/Bess Levin watermark, personalized return memo from PS?
what do you mean, ‘what up with’ it?
I can guarantee you 12% a year just like clockwork.
What, too soon?
will = zerohedge = sad can’t just take bess’s work as easily now without citing
Let me try and make it a little easier: why is there a watermark on the Pershing Square return letter that reads Dealbreaker/Bess Levin, does this mean Pershing Square have DB on their mailing list?
Does anyone know where to read for good fund picks? I am quite new to the investment game… any help is appreciated
Well considering he was only up 13% before November (if my aig math is correct), I don’t think think he’ll beating the S&P on risk adjusted basis this year.
Clone vs Fund – Pershing’s Top 10 Holdings clone which invests quarterly in his largest 10 positions at the time they are disclosed is up 32% on the year (gross) http://screencast.com/t/TLpOVxB2db
er, maybe a little bit.
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hmm that is certainly truly interesting. I wonder why it’s that much. Maybe they know something we will not about the future of IDNs’ ???
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