Larry Swedroe Just Made My Case For Me
Nick reminds me a little of Dan Sundheim (with his takedown of OCA), a little bit of the Feshbach brothers, a little bit of Marc Cohodes, and a whole lot of Keith Gill meets Bud Fox. I love it.
Nick --
Gentleman, Gifted Scholar,
AND,
a Grift Eating Machine.
Unstoppable:-)
You need more spotlight Nick, Dominos keep falling everyday. Great research man!
Such a great read. Thank you for letting us know what is really going on outside of the typical Wall Street bullshit speak.
I heard Larry’s a bitch
Awesome piece Nick!
Great freaking job. Really.
Do you think he’s going to “Set the Record Straightest” or concede?
If I were advising I’d tell him to just stop lol
I will concede: this shit is complicated. His defense did have me asking questions about your first article.
But also: how many investors didnt try to redeem based on what he wrote, without disclosing his position? That’s BULLSHIT
Looked at Cliffwater's portfolio a couple years ago; too much exposure in amorphous "other assets" for us.
Nick reminds me a little of Dan Sundheim (with his takedown of OCA), a little bit of the Feshbach brothers, a little bit of Marc Cohodes, and a whole lot of Keith Gill meets Bud Fox. I love it.
Nick --
Gentleman, Gifted Scholar,
AND,
a Grift Eating Machine.
Unstoppable:-)
You need more spotlight Nick, Dominos keep falling everyday. Great research man!
Such a great read. Thank you for letting us know what is really going on outside of the typical Wall Street bullshit speak.
I heard Larry’s a bitch
Awesome piece Nick!
Great freaking job. Really.
Do you think he’s going to “Set the Record Straightest” or concede?
If I were advising I’d tell him to just stop lol
I will concede: this shit is complicated. His defense did have me asking questions about your first article.
But also: how many investors didnt try to redeem based on what he wrote, without disclosing his position? That’s BULLSHIT
Looked at Cliffwater's portfolio a couple years ago; too much exposure in amorphous "other assets" for us.