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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
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  • Special Situations and Arbs
    , contributor
    Comments (1405) | Send Message
     
    AT- thanks for posting. Leon is a great listen!
    7 Feb 2014, 11:00 AM Reply Like
  • arbtrader
    , contributor
    Comments (526) | Send Message
     
    Author’s reply » Leon is always good. Humble but not afraid to defend his position with facts and logic. The fact that he is talking about 'real' money vs 'I don't own anything' strategist/analysts makes it all the better.
    7 Feb 2014, 11:49 AM Reply Like
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