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

To: Jurgis Bekepuris who wrote (1126)	5/26/2010 3:27:42 PM
From: bruwin	Respond to of 4719

”Thanks for heads up, but I don't care who owns/shorts/sells/buys the stock. That's their decision possibly due to a number of factors not affecting me ...... This is another place where I disagree with your checklist.” Message 26565837 Well, the stock is up 8% to 10% in 6 days. But that’s not really all there is to it. Based on the current, factual, fundamental information available, the company is not in bad shape. If some relevant information becomes available, from which one can make an informed decision, then I could understand one selling, or buying. If folk want to base their investment decisions on what a hedge fund does, they may want to consider the fact that not many of them can even beat the general performance of a major market index on a regular basis, especially after they’ve collected their “management” fees. businessweek.com investopedia.com

To: Jurgis Bekepuris who wrote (1126)	5/28/2010 8:16:20 AM
From: bruwin	Read Replies (1) \| Respond to of 4719

EBIX Jurgis, your post below indicates that you’ve added to your original purchase of EBIX ... Message 26562529 Now, a while ago, The Ox brought to my attention that there was, and still is, a Large short position against EBIX as shown below .... nasdaq.com Neither of us can think what has attracted so much “Short” attention ... Message 26467374 Message 26406803 No doubt you’ve done your own DD with regard to the company, which prompted you to invest in it (I assume you’ve gone long and Not short !). From what you’ve seen of this company with regard to its fundamentals etc.., can you think of, or see, any reason why it should be so heavily shorted ?