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To: sea_biscuit who wrote (24247)9/29/2001 1:05:34 PM
From: Jock Hutchinson  Read Replies (1) | Respond to of 25814
 
Dipy: I went back and checked out how your picks on our bet of two and one half years ago were doing, since you said they were from your real world portfolio. And quite frankly, the results were mildly impressive. Assuming that you bought the same number of shares in each stock (as opposed to an equally weighted average), you total return over that time period would have been 16% or a little less than 8% a year, an average that would have destroyed the indexes.

LSI by contrast has taken a 65% haircut during the same period.



To: sea_biscuit who wrote (24247)9/30/2001 9:33:38 PM
From: DWB  Read Replies (2) | Respond to of 25814
 
Given what you just said, does Addi's opinion mean that much to you?

DWB