Archive for January, 2010
freerangefuture said:
Attribution Data
Information on contribution from investment tenets held by Long Tail Partners No.1 Fund is available on request.
Information on contribution from investment tenets held by Long Tail Partners No.1 Fund is available on request.
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Miles said:
Daily Comments Post 1
We tend to email bits and pieces to each other internally regarding what we are seeing, thinking and reacting to. Over time the aggregate of these threads contribute to investment ideas. We thought it might be useful to use this section of the site to share some of these thoughts with our clients. What you will find here is really just our immediate reaction to things. Neither thoughts, sentences nor paragraphs will be well structured or necessarily complete. In isolation any entry will be useless as a money making idea – our hope is that when viewed as a whole this information will give existing and prospective investors a greater insight into our culture and investment process.
This information is not to be referenced, quoted or reprinted in any form.
**** We are essentially just trialling this idea, we will review its progression in June.
Tuesday, January 26th, 2010