tag:blogger.com,1999:blog-5389144729834496735.post8865301147363618087..comments2024-03-17T05:15:55.634-04:00Comments on The Brooklyn Investor: Quick Update on SuperPortfoliosUnknownnoreply@blogger.comBlogger7125tag:blogger.com,1999:blog-5389144729834496735.post-57588040158711867842015-08-01T08:04:55.523-04:002015-08-01T08:04:55.523-04:00Thank you. Thank you. Anonymoushttps://www.blogger.com/profile/06356978292343758942noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-22158699797018712152015-07-31T22:55:41.832-04:002015-07-31T22:55:41.832-04:00OK, I fixed it. The small portfolio should now in...OK, I fixed it. The small portfolio should now include holdings of the four investors named... kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-28611513073282165662015-07-31T22:03:28.591-04:002015-07-31T22:03:28.591-04:00Hmm.. you're right. The portfolio looks a lit...Hmm.. you're right. The portfolio looks a little small. I'll check what happened and hopefully update it soon. kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-86012021834618713952015-07-31T19:05:39.418-04:002015-07-31T19:05:39.418-04:00Hmm... let me check. The smaller portfolio is sup...Hmm... let me check. The smaller portfolio is supposed to be the holdings of the investors I mention on that page...kkhttps://www.blogger.com/profile/06299974418283948333noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-47643178819905284582015-07-31T17:21:48.141-04:002015-07-31T17:21:48.141-04:00I love the idea behind your small portfolio. I do ...I love the idea behind your small portfolio. I do have a question. The list seems to neither be the totality of the investors you mentioned, nor a gathering that all four own. Where did this stock list originate?Anonymoushttps://www.blogger.com/profile/06356978292343758942noreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-78100446467529963452015-06-19T14:03:46.346-04:002015-06-19T14:03:46.346-04:00there are* sorrythere are* sorryAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-5389144729834496735.post-33834616400296392602015-06-19T14:03:01.228-04:002015-06-19T14:03:01.228-04:00Speaking of super investors, I would love to hear ...Speaking of super investors, I would love to hear your take on WMIH. NOL-rich shell company, backed by KKR with a few other prominent investors as top holders (including Appaloosa). trading near it cash value, but my view is that they are all the right incentives in place for KKR to use this company as an investment vehicle to create a ton of value. Anonymousnoreply@blogger.com