Comments on: Buffett Follow Up http://www.mebanefaber.com/2007/02/09/buffett-follow-up/ Stock Market and Investing Blog of Mebane Faber Tue, 11 Oct 2011 15:24:53 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Anonymous http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1229 Anonymous Thu, 15 Feb 2007 22:42:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1229 Can I assume that your end-year returns include both capital gains and the percentage increase in currently held stocks over the 1 year period? Can I assume that your end-year returns include both capital gains and the percentage increase in currently held stocks over the 1 year period?

]]> By: Anonymous http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1227 Anonymous Tue, 13 Feb 2007 20:44:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1227 Secretive? No one beat Moore Capital Management for secretive! Secretive? No one beat Moore Capital Management for secretive!

]]> By: Anonymous http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1226 Anonymous Tue, 13 Feb 2007 20:21:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1226 Could you add Chesapeake Partners to your list? It's a very secret fund run by a woman that is incredibly sucessful but even the fund owners have a hard time making sense of their statements. Could you add Chesapeake Partners to your list? It’s a very secret fund run by a woman that is incredibly sucessful but even the fund owners have a hard time making sense of their statements.

]]> By: Mebane Faber http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1225 Mebane Faber Tue, 13 Feb 2007 18:16:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1225 Only trades once per month. Only trades once per month.

]]> By: Anonymous http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1224 Anonymous Tue, 13 Feb 2007 14:24:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1224 Mebane- using your 10 month sma method, do you trade at the end of the month, or trade during the month when the cross over first appears? Mebane- using your 10 month sma method, do you trade at the end of the month, or trade during the month when the cross over first appears?

]]> By: Anonymous http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1223 Anonymous Mon, 12 Feb 2007 18:00:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1223 I wonder what would happen if we took the really high return funds with a bid SD but threw on a 10 month sma as suggested in your paper? I wonder what would happen if we took the really high return funds with a bid SD but threw on a 10 month sma as suggested in your paper?

]]> By: Mebane Faber http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1222 Mebane Faber Mon, 12 Feb 2007 17:38:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1222 Greenlight is equal $ amounts, rebalanced quarterly.<br/><br/>I will add the funds you all have mentioned to our list. . . Greenlight is equal $ amounts, rebalanced quarterly.

I will add the funds you all have mentioned to our list. . .

]]> By: Anonymous http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1221 Anonymous Sun, 11 Feb 2007 23:53:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1221 Libra's a great one , though his SD is a big high Libra’s a great one , though his SD is a big high

]]> By: Lucas Lim http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1219 Lucas Lim Sun, 11 Feb 2007 06:09:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1219 Hi, is there any way i can find hedge fund reports of gotham? Would be great to get an insight into how Greenblatt analyses his stocks Hi, is there any way i can find hedge fund reports of gotham? Would be great to get an insight into how Greenblatt analyses his stocks

]]> By: Anonymous http://www.mebanefaber.com/2007/02/09/buffett-follow-up/comment-page-1/#comment-1218 Anonymous Sat, 10 Feb 2007 21:23:00 +0000 http://www.mebanefaber.com/2007/02/09/buffett-follow-up/#comment-1218 Are your posted returns for Greenlight based on equal dollar amounts of the top ten postions as you have done on the Buffet positions? Are your posted returns for Greenlight based on equal dollar amounts of the top ten postions as you have done on the Buffet positions?

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