also nothing personal obviously, but I’m glad they aren’t wasting their time granting audiences to shareholders. I’m not paying them to waste their time doing that. Their level of shareholder communication and disclosure for a hedge fund is now arguably as good as it gets. We know their top ten positions, monthly newsletter, investor calls, daily nta etc. What more do you want to know?
Just because One person has a few hundred grand in this and you a few mil (for example) shouldn’t give you any better access than anyone else.
the investor call q&a was embarrassing - the questions asked were completely useless in general. You could have asked anything you wanted then.
Ann: Monthly Investment Report April 2020, page-9
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