bonechip2

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bonechip2 replied to the Stereo 8 board. 10:09 AM

Re: PE concerns?

Lol. I don't know if I'd want to hold an entire portfolio of companies leveraged 3-4X without being a controlling investor (as PE is), however I think this strategy could be applied selectively within a small portion of a portfolio.

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bonechip2 replied to the Stereo 8 board. 1:59 AM

Re: PE concerns?

PE heretic and Bain Capital alumni Dan Rasmussen of Verdad has developed an interesting investment strategy that backtesting shows beats PE returns handily by applying a private equity approach to small cap public markets
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bonechip2 replied to the Stereo 8 board. 2:17 AM

Re: It's a Small World

Just read this again. Meant famous not infamous. Lol. What happens when I type too fast. Hope you enjoyed the conference.

Boards Post

bonechip2 replied to the Stereo 8 board. 12:09 AM

Re: It's a Small World

I'm sure Donville was telling the story to his associates that earlier in the day he randomly met the infamous EightTrack at a lunch counter in a neighborhood Toronto cafe who graciously shared 30 minutes of his time with Donville.

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