Jae Jun

Portfolio Update: Holdings and Performance

@Tim Stabosz
Total agreement with you on radio stocks. Just unbelievable how cheap it is at current levels. Even going beyond EPS, most radio stocks are already cash flow and FCF positive. Sure they are debt but they are making more cash than what their interest payments are.

@Brian McMorris
I use covestor to track my performance and the graph is dynamic but I only converted it over in oct or nov 2008 so it's still too early to come to conclusions.