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


To: E_K_S who wrote (44139)8/30/2011 1:29:07 PM
From: Mr.Gogo  Read Replies (1) | Respond to of 78688
 
I've been reading his journal since 2008 in my attempts to accumulate investing wisdom.

m100.marketocracy.com

Georgi



To: E_K_S who wrote (44139)8/30/2011 10:13:28 PM
From: Spekulatius  Respond to of 78688
 
Randolph McDuff seems to have lost his momo since 2008. I see his fund peaked at ~130, went down to ~30 and is now back to ~60. Seems like a hot potato sort of fund just like Ken Hebner's.

portfolio.marketocracy.com



To: E_K_S who wrote (44139)9/1/2011 2:08:36 AM
From: Madharry  Read Replies (2) | Respond to of 78688
 
I have been following him for awhile at different websites. he was the one who first brought Mr. Smith and MFC (now ttt) to my attention. He is a very smart and logical guy and I once approached him about starting a fund together but he didnt think it was viable and I didnt feel like pursuing it any furthur.

I wonder if any of you own BK. I heard the ceo was stepping down and perhaps its a value stock at these levels.