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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (36874)	3/7/2010 12:41:48 PM
From: Jurgis Bekepuris	Respond to of 78485

now that Michael has closed down Scion I was not aware of this, thanks for giving the info. It was probably a rational thing for him to do. Investing his own money may lead to less headaches than investing someone else's. :) He has posted some of his old investor letters at scioncapital.com Although I respect Mike and his investment prowess, I would not have been happy with his investor letters if I had money in his fund. :) They are very opaque. Apparently he tried to keep the concrete positions secret for whatever reason. However, telling people that you hold a large position in unspecified airline and hotels just after 9/11 does not make them feel warm and fuzzy. ;)