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The 10 Most Recent Messages By XMFMmbop

Take me back to where I was.
  • Date: 9/5/18 2:48 PM
  • Number: 16101
  • Recommendations: 1
The biggest reason for the performance of EPIQ-AI vs the Fool 100 is that EPIQ-AI has some non-US exposure -- and particularly emerging market exposure -- including Baidu, Mercadolibre, and others whereas the Fool 100 by rule is 100% USA.
(Continued...)
  • Date: 9/5/18 1:41 PM
  • Number: 16099
  • Recommendations: 5
August was a very kind month to the Fool and our like-minded investors. The EP returned a hefty 6.7%, the Fool 100 6.1%, and EPIQ-AI 5.5% versus a slightly less hefty -- but still relatively hefty on a historical basis -- 3.3% for the S&P
(Continued...)
  • Date: 8/29/18 1:42 PM
  • Number: 669
  • Recommendations: 22
Actually, if you check p.18 here, you'll see that Bladex has zero exposure to Venezuela: (Continued...)
  • Date: 8/14/11 10:08 PM
  • Number: 353468
  • Recommendations: 0

And while it's poor form to follow up on my own post, can I also add that it's ironic that you're slamming Chris for being right about gold stocks in a gold bull market, but patting yourself on the back for identifying some Chinese
(Continued...)

  • Date: 8/14/11 9:51 PM
  • Number: 353467
  • Recommendations: 0

Ian, I don't know when you wanted people to short COGO, but pretty sure it was not before June 4, 2009:  (Continued...)

  • Date: 8/14/11 9:13 PM
  • Number: 353459
  • Recommendations: 0

I'm not in a position to comment on the merits of this debate, but I will say that I enjoy reading both Mark and Chris' work and have enjoyed this debate. As for Ian, you may be a lot of things, such as connoisseur of Mexican
(Continued...)

  • Date: 6/24/11 8:27 AM
  • Number: 345071
  • Recommendations: 0

Now stranded in Beijing.

I hate you Continental Airlines.

  • Date: 6/22/11 12:55 AM
  • Number: 344640
  • Recommendations: 0

The most interesting things are always said off the record. While you wonít get attribution for these observations from a very opinionated investment banker, I thought they might all be worth talking about. (Note: I donít agree
(Continued...)

  • Date: 6/18/11 3:15 AM
  • Number: 344153
  • Recommendations: 0

Shanghai SuperBrand Mall (Pudong)

Just got done with one of the many mall walks I do while traveling (I hate the mall in the US, but generally enjoy the experience
(Continued...)

  • Date: 6/17/11 11:54 PM
  • Number: 344140
  • Recommendations: 0

This is the first trip to China for our Foolish colleague Scott Schedler. He's having a great time, but unfortunately due to smog in Beijing and now heavy rain Shanghai, he has to reason to believe that the sun ever shines here.
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Take me back to where I was.
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