Michael Demaray

Hedge Fund Tracking: Tilson's T2 Partners, Q3 2008

For some reason the positions T2 reports to the SEC are not necessarily those of their hedge fund. It could be their mutual fund holdings. I know this because I asked them about their view on one of the holdings you listed above and they told me they didn't own it -- they said it might be owned by Zeke Ashton in their mutual fund. Just FYI....

Quitting the Hedge Fund Game - Mark Sellers

Hey guys -- why don't you quit the speculation and hear from the man himself. Sellers posted a response to last weekend's Wall Street Journal article in the "comments" section of the article at WSJ.com. He had no redemptions, but did the lock-up as a preemptive measure.

2008 Wesco Shareholder Meeting: Detailed Notes

Shai -- I was in Omaha but unfortunately didn't get to meet you. Thanks for putting together these detailed notes. They're great.