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Eric Fox » Comments » BAGL

  • 15 Value Hedge Funds - Portfolio Update [View article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar.
    Aug 21 11:35 am |Rating: 0 0 |Link to Comment
  • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
    David...add ANAT to the list. It is the sister company of NWLIA - both controlled by the Moody Family. Also, KCLI is another unappreciated insurer trading below book. Disclosure - I am long both.
    Jul 03 15:53 pm |Rating: 0 0 |Link to Comment
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