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arbtrader
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Seeking investments without using the ridiculous style-box approach. If I can make a return in excess of what I judge the risk to be, I'll invest. Over time, using a Kelly formula, I tend to weight positions from 2-10%. A diversified portfolio is a career-saving move, not an investment... More
  • Leon Cooperman On U.S. Stocks, Tetragon, Sprint 0 comments
    Jun 26, 2013 11:13 AM | about stocks: TGONF, S, CIM, KKR, HAL, ESRX, LYB, RIG

    Cooperman is great in this Bloomberg video. Just incredible at drilling down to the facts. His takedown of Tetragon alone is worth listening too.

    Enjoy-link here.

    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

    Stocks: TGONF, S, CIM, KKR, HAL, ESRX, LYB, RIG
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