InvestorsHub Logo
Followers 31
Posts 4170
Boards Moderated 0
Alias Born 11/11/2003

Re: aleajactaest post# 237360

Wednesday, 06/04/2014 8:36:16 PM

Wednesday, June 04, 2014 8:36:16 PM

Post# of 249336
I listened to the interview a bit back after reading your favorable comments, and I agree, it sounded good, and so far he seems sensible. My concerns are more about whether folks have sensible expectations as that can at times considerably affect the beta, which attracts high beta folks and turns things into a zoo. As far as caution, it is my comparative lack of caution (for me) that makes me even give a hoot.

I mostly agree with your ps 10 scenario, I think expenses are climbing a bit so am more inclined to say 36 or 40m before plenty of folks will participate ps 10 ... but I try not to speak of ps 10 out loud. For new investor, which I kinda consider myself in particular numerical fashion, SKS was a blessing, driving the thing into the dirt of a mcap near 30m. Bless him?

The above content is my opinion.

Join InvestorsHub

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.