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Strategies & Market Trends
Van Wagoner Funds
An SI Board Since August 1996
Posts SubjectMarks Bans
76 1 0
Emcee:  Ken Zeller Type:  Unmoderated
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26 Mike, his current portfolio turnover rates range from 19% to 45%, far less thanMarco Polo-2/10/1997
25 I wonder if it is true we can play Van Wagonner funds as value investments giveMichael Burry-2/10/1997
24 William: I wonder if you mean to suggest in #22 that you would buy a manager oBenjamin W. Palmer-2/9/1997
23 Mike, I just stumbled across your posts in some "Value" forums here William Caldwell-2/8/1997
22 Mike, Our difference in opinion is quantitative vs. qualitative. You are basiWilliam Caldwell-2/8/1997
21 William Actually, I am aware of the large cap dominance in the recent market rMichael Burry-2/8/1997
20 Your comment shows very little understanding about the underlying portfolios ofWilliam Caldwell-2/8/1997
19 From Mutual Funds Magazine, Here are the poorest-performing domestic diversifiMichael Burry-2/7/1997
18 Not to butt in, but I'd like others' oninions on the VW funds also. I dBenjamin W. Palmer-2/5/1997
17 Ken, I was wondering whether you're hanging with VW any more. Obviously, hiAllen Salo-2/5/1997
16 Clark: It seems you have a direct pipeline to GVW. I am not knocking his perfMC Niemi-11/11/1996
15 I liquidated all my Van Wagoner funds. They didn't recover with the marketMichael Burry-10/18/1996
14 I had my whole portfolio invested in one mutual fund, Van Wagoner Emerging GrowMarco Polo-10/18/1996
13 I am very glad that you had the opportunity to respond to our recent speculatioDavid Michael Feldbaum-10/5/1996
12 No matter how good you are you always run into a rough period. Mutual fund manMC Niemi-10/2/1996
11 I guess this is a lesson for those of us who play with fire. Luckily, I'm Michael Burry-9/23/1996
10 VW Emerging Gr is down some 50% since its high, is it time to buy now??? AnyboPaul Chiu-9/23/1996
9 What to say? Is it really GVW himself, or a sarcastic ploy? On threads like tMichael Burry-9/16/1996
8 Dear Mr. Mcninni, Perhaps I will blow up but using the two examples you gave arClark Lehman-9/16/1996
7 All high risk mutual fund managers eaventually get burned. Another example is MC Niemi-9/13/1996
6 Your conclusions are possible, but there is no evidence to suggest he will failMichael Burry-9/13/1996
5 Both run very high risk funds. Eventually Vanwagoner will get bit in the ass jMC Niemi-9/13/1996
4 Garrett Van Wagoner and Mr. Theime should not be mentioned in the same breath. Clark Lehman-9/13/1996
3 The Van Wagoner funds are very high risk. A good historical example would be AMC Niemi-9/10/1996
2 Any new thoughts on this fund? I hold a small position in Emerg Growth. ThinkDavid Michael Feldbaum-9/10/1996
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