学游的偶像 breaks my heart

lite1067

Greenlight 2012 total return 8.3%, beats hedge fund index but lags S&P500 by a wide margin.

lite1067

ranked no.65 based on performance as of 10/31

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ctcld

NND，你还很会一分两半啊。。

Diffusion

我觉得学游该换偶像了。。。

Diffusion

就该一年一换啊，在次贷上大赚的Paulson，后来也赔得稀里哗啦。根据果树的大小年原理，一年一换才能分摊风险，不是还有个dogs of dow theory吗。

ctcld

有赚就好，其实GREENLIGHT在9月已经减了AAPL

http://www.stockpickr.com/pro/po ... ital-david-einhorn/

Description:
As of September 30, 2012, funds run by David Einhorn at Greenlight Capital were valued at $6 billion.

During the quarter, the fund had 39 total positions. Here are some of the top holdings as of September 30.

New Buys: YHOO, BWC, ACM
Increased: CSC, GM, MRVL, AET, CI, DST
Decreased: AAPL, STX, S, CVH, HUM, WLP
Sold Out: UNH, CFN, HES, EXPE, BBY, CPWR

lite1067

ctcld 发表于 2013-1-7 11:23 PM
有赚就好，其实GREENLIGHT在9月已经减了AAPL

http://www.stockpickr.com/pro/portfolio/greenlight-capi ...

btw, i was just teasing about his performance... 学游的偶像一直还是我的偶像 ！！

I am dreaming of him to show up in ER of companies that i am currently shorting and just say "Hello, this is david einhorn from greenlight capital. i have a couple of questions on your accounting practice."

:-)

九天

最优秀的10家程序交易 2012年 赚钱 Annual % Return  大约 是最优秀的10大基金的5倍。
http://www.hutong9.net/forum.php?mod=viewthread&tid=198040

zhmliu

google

Diffusion 发表于 2013-1-8 12:23 AM
就该一年一换啊，在次贷上大赚的Paulson，后来也赔得稀里哗啦。根据果树的大小年原理，一年一换才能分摊风险 ...

一年一换还是什么偶像，那是挂历

Diffusion

google 发表于 2013-1-10 06:02 PM
一年一换还是什么偶像，那是挂历