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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (56479)12/31/2015 2:00:56 AM
From: Jurgis Bekepuris  Read Replies (1) of 78751
 
OK, I'll add the third: Mike made a great (lucky?) call to close his fund after the Big Short. I wonder if he would have outperformed 2009-to-now within a hedge fund framework. A lot of famous hedge fund managers haven't. Yeah, I know about his calls on farms, etc. But SP500 has been on a tear, so it's tough to know what would have happened. Probably he also would have had to handle larger portfolio with diminishing opportunities. Great call again even if it was forced by his disgust towards the investors (who were not happy with his Big Short macro call).
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