Dow up 200; SKF, GLD getting trounced

[eyePod]

How defensive the Piggs have become.

[davelj]

patientrenter,

My two current partnerships are closed. But I’d be happy to send you information on future partnerships. I may form another one in the next 12-18 months. Just depends on what opportunities present themselves (or don’t). I’ll warn you ahead of time that the lock-ups are onerous – eight years on the two I’m currently managing. Just fair warning. They aren’t for everybody.

The charter for one of my partnerships requires that the capital be fully invested by early next year. After I’ve invested the capital and my LPs have had a chance to co-invest (also part of the agreement with my LPs) then I’ll probably post the names of some of the semi-public positions on my firm’s website so that others can piggyback if they so choose.

Anyhow, we can pick this up at a later date. In the meantime, lots of land mines masquerading as shiny toys.

[davelj]

patientrenter,

My two current partnerships are closed. But I’d be happy to send you information on future partnerships. I may form another one in the next 12-18 months. Just depends on what opportunities present themselves (or don’t). I’ll warn you ahead of time that the lock-ups are onerous – eight years on the two I’m currently managing. Just fair warning. They aren’t for everybody.

The charter for one of my partnerships requires that the capital be fully invested by early next year. After I’ve invested the capital and my LPs have had a chance to co-invest (also part of the agreement with my LPs) then I’ll probably post the names of some of the semi-public positions on my firm’s website so that others can piggyback if they so choose.

Anyhow, we can pick this up at a later date. In the meantime, lots of land mines masquerading as shiny toys.

[davelj]

patientrenter,

My two current partnerships are closed. But I’d be happy to send you information on future partnerships. I may form another one in the next 12-18 months. Just depends on what opportunities present themselves (or don’t). I’ll warn you ahead of time that the lock-ups are onerous – eight years on the two I’m currently managing. Just fair warning. They aren’t for everybody.

The charter for one of my partnerships requires that the capital be fully invested by early next year. After I’ve invested the capital and my LPs have had a chance to co-invest (also part of the agreement with my LPs) then I’ll probably post the names of some of the semi-public positions on my firm’s website so that others can piggyback if they so choose.

Anyhow, we can pick this up at a later date. In the meantime, lots of land mines masquerading as shiny toys.

[davelj]

patientrenter,

My two current partnerships are closed. But I’d be happy to send you information on future partnerships. I may form another one in the next 12-18 months. Just depends on what opportunities present themselves (or don’t). I’ll warn you ahead of time that the lock-ups are onerous – eight years on the two I’m currently managing. Just fair warning. They aren’t for everybody.

The charter for one of my partnerships requires that the capital be fully invested by early next year. After I’ve invested the capital and my LPs have had a chance to co-invest (also part of the agreement with my LPs) then I’ll probably post the names of some of the semi-public positions on my firm’s website so that others can piggyback if they so choose.

Anyhow, we can pick this up at a later date. In the meantime, lots of land mines masquerading as shiny toys.

[davelj]

patientrenter,

My two current partnerships are closed. But I’d be happy to send you information on future partnerships. I may form another one in the next 12-18 months. Just depends on what opportunities present themselves (or don’t). I’ll warn you ahead of time that the lock-ups are onerous – eight years on the two I’m currently managing. Just fair warning. They aren’t for everybody.

The charter for one of my partnerships requires that the capital be fully invested by early next year. After I’ve invested the capital and my LPs have had a chance to co-invest (also part of the agreement with my LPs) then I’ll probably post the names of some of the semi-public positions on my firm’s website so that others can piggyback if they so choose.

Anyhow, we can pick this up at a later date. In the meantime, lots of land mines masquerading as shiny toys.

[Author]

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