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

To: Spekulatius who wrote (3610)	3/6/2014 9:22:56 AM
From: NikhilJog	Read Replies (1) \| Respond to of 4719

why he passed up is a long convo. Managing 10bn is a lot of responsibility. Maybe I was not able to completely convince his PM - might be one of the reasons. Second is that I am not running 1bn, so people assume, since I am not working for Goldman or running millions, i am automatically less smarter. " its very hard to escape human biases".....and i am sure there are other reasons to it too. My point was something completely different though, but looks like it came across as me trying to toot my horn..lol. On NBR, its up from 13.90 to almost $23, which is a 65% return approx. HP gave you better returns than that? If it did, then I will concede. I will certainly look at MUSA. I am actually waiting for HES spin-off and few others. You still did not give me your outlook on CHMT;s IEP business.