42 Visitor Messages

  1. View Conversation
    Great article and very telling! We see it here on a daily basis.
  2. View Conversation
    Hey, thanks man!
  3. View Conversation
    how are you ?
  4. View Conversation
    I like him, watched a lot of his videos, think I have seen that one, but thanks anyway.
  5. View Conversation
    Merry Christmas and Happy New Year!
  6. View Conversation
    Yeah, I read this a few weeks ago when it bounced around the office. I love Bass, but I wish he would have explored that issue a little deeper
  7. View Conversation
    Thanks for the friend request!
  8. View Conversation
    You get a copy of the HBS study? I can send if you're interested.
  9. View Conversation
    Kyle Bass came into our office the other week to pitch his new RMBS fund. I've watched those videos you've shared at least four times each. Despite his reputation as a doomsayer, his portfolio is 90% long, he just has gigantic tail risk hedges. The man is definitely one of the smartest fund managers out there today, Thanks again for the links
  10. View Conversation
    Thanks! There is still much I do not know, but as you say, one of the justifications for spending time here is that it forces you to learn more. Thanks for the encouragement and your excellent posting as well my friend!!

    Cat
Showing Visitor Messages 1 to 10 of 42
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About mbig

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About mbig
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