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Re: kabunushi post# 86268

Sunday, 12/04/2016 12:44:01 PM

Sunday, December 04, 2016 12:44:01 PM

Post# of 687267
No doubt Kabunushi and excellent questions to ask.

His ownership stake, posters suggest is in the 30% range. I have not checked. As a fund manager, I doubt he wants to be in a controlling position. That likely creates all sorts of potential issues for him. That's already potentially too much I'd think. But he must be seriously impressed, regardless of the circumstances now, to hold such a large position to this point, I agree.

I simply think the circumstances surrounding his ownership are likely too complex in the broadest way, and with all the details, for much informed speculation here on what, why how and when for an next investment. Given his obligations to his underlying investors, he no doubt has to be careful not to appear to lose his objectivity or to appear to have loyalties elsewhere.
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