I thought about RDWD opening an office in Hong Kong, Mongolia, etc. I thought about the name change, the work they've put into re-branding the company; and about the companies they've already invested in. I then came across some information regarding the Redwood Mongolia Fund, and the numbers and projections were staggering. From my understanding RDWD has kept at least 20% of their holdings in each company? The report had details on all of them so I then plugged each symbol into my phone and I've been following them since instead of RDWD. To tell you the truth, they're all under performing imo and not looking great (FSIN kinda exception); but according to the companies projections MRC energy is supposed to make less than 5 million in after tax profit in 2011 but over 101 million in 2013. I then thought about the companies long term plan and the apartment complexes Boyuan is building in China; and I thought to myself, What will pps be like when RDWD announces the completion of that project? What well pps be like when Redwood Medical is finally running? What about Redwood Technology? As RDWD does nothing to cure my fears, what are they doing in Asia to help these companies achieve success? They claim that they are meeting weekly analyzing and only considering the very best companies for investment. Who are these people doing the analyzing? Who is running these subsidies? Who is Matthew Totty and Richard Chiang? I asked myself these questions and more, and after answering for myself I feel more secure. I've come to grips with the fact that I might lose; but when I really think about it I'm more optimistic about where pps will be this time next year than I am worried about getting screwed.
