Fundamental Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Fundamental Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (3610)	3/6/2014 9:22:56 AM
From: NikhilJog	Read Replies (1) of 4719

why he passed up is a long convo. Managing 10bn is a lot of responsibility. Maybe I was not able to completely convince his PM - might be one of the reasons. Second is that I am not running 1bn, so people assume, since I am not working for Goldman or running millions, i am automatically less smarter. " its very hard to escape human biases".....and i am sure there are other reasons to it too. My point was something completely different though, but looks like it came across as me trying to toot my horn..lol. On NBR, its up from 13.90 to almost $23, which is a 65% return approx. HP gave you better returns than that? If it did, then I will concede. I will certainly look at MUSA. I am actually waiting for HES spin-off and few others. You still did not give me your outlook on CHMT;s IEP business.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next