MLF Investments - Sitting Short and Pretty [View article]
instead of speculating and also waiting for 13Fs, why not just get his performance? if what you're saying is true about 4 stocks, it should be very well reflected in his fund performance #'s. most dbase have this information for mgrs who are managing funds. good luck on your search. will be interesting to see your conclusion vs. your hunch.
MLF Investments - Sitting Short and Pretty [View article]