Alon USA Partners, LP (ALDW)

[jugs]

Something I think a lot of people here might value about your trading style lies in the fact that you are always thinking ahead. I'd imagine you employ exit points from the start as you launch positions.

Likewise, for me...trading takes on a somewhat elastic face as I buy and sell, always trying to envision the most perfect number of units to hold. When a couple of picks move onto center stage, they receive more available cash than their portfolio counterparts. This enables money to work most effectively.

What we end up with is fewer picks that become better positioned to enrich us than would be the case were we to hold many picks in the name of allocation.

You're adding as you can because you're seeing increasing opportunity to grow your estate.

That's smart management.

Good to see you here!