bmichaud Posted March 14, 2012 Share Posted March 14, 2012 You only give an exerpt on your website..... Thanks in advance. Link to comment Share on other sites More sharing options...
jacobwolinsky Posted March 14, 2012 Share Posted March 14, 2012 LOL sorry thats all i have im looking for the full letter. Next time comment on my website i wont see it here as quickly. This is all i have-http://www.valuewalk.com/2012/03/dan-loebs-third-avenue-q4-letter-long-yahoo-the-case-for-alibaba/ Link to comment Share on other sites More sharing options...
watsa_is_a_randian_hero Posted March 14, 2012 Share Posted March 14, 2012 http://www.thirdpointpublic.com/reports/quarterly-letters/ Link to comment Share on other sites More sharing options...
dcollon Posted March 14, 2012 Share Posted March 14, 2012 Thanks Watsa Link to comment Share on other sites More sharing options...
bmichaud Posted March 14, 2012 Author Share Posted March 14, 2012 Thank you! Link to comment Share on other sites More sharing options...
jacobwolinsky Posted March 15, 2012 Share Posted March 15, 2012 Wow thanks! Cant believe he posts them on his site. I dont know any other hedge fund which does. Link to comment Share on other sites More sharing options...
u0422811 Posted March 15, 2012 Share Posted March 15, 2012 He posts them on the site because his fund has a publicly listed European vehicle. So he has to by law. That is also why he discloses monthly exposures etc. There are a couple other funds that have raised permanent capital in this way. T Boone Pickens, etc. I even think John Pauslon was looking into this but probably didnt do it given last year's poor performance. Link to comment Share on other sites More sharing options...
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