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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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StockTalks

  • $DRIV debt for LBO rated by Moody's yesterday. incremental positive move towards close in a troubled deal.
    Jan 22, 2015
  • Last post was supposed to have $BRK.B and $LMCA, $LBTYA $qvca
    Jan 5, 2015
  • Malone Vs. Buffett LT returns article over the weekend in the NYP. who has done the best recently?? http://bit.ly/1BA0m13 BRK.b LINTYA
    Jan 5, 2015
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