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To: patron_anejo_por_favor who wrote (235185)4/11/2003 10:04:36 PM
From: Box-By-The-Riviera™  Respond to of 436258
 
he can't get a real handle on the reason for taking some of his largest positions... pretty cool to have a 26 billion dollar learning curve of OPM.

very nice indeed.

now we know why he rarely gives an interview.



To: patron_anejo_por_favor who wrote (235185)4/12/2003 2:05:56 AM
From: Agamemnon  Respond to of 436258
 
<It was difficult to say, "Go in and sell 80 million shares of AOL TimeWarner."> Why? The fund would have been better off.

<The Twenty Fund's cash stake topped 30% at one point last year and it was down to 11% at the end of February. >
reason why smart bears get shot. now i know why expe went up 20 after the split.


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