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EFTA00300912

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cause I am not the traditional hedge fund story. I didn't work two years in investment banking and then go to Harvard Business School. I went to Wharton for undergrad. I did not get into NYU Law, but I got into Duke. I went down to Duke for a weekend with my parents and everybody there was 6'4" a

ant to get caught in being long common stock that can go down a lot more than the options can. Options are wonderful vehicles. I took courses in Wharton on options pricing, I learned all the theoretical models. That's not what talking about. El talking about actually understanding what they mean

, but they are particularly important on the short side. After business school I went to work at Festina Lente for David Berkowitz, who had run Gotham Partners with Bill Ackman. It was a very concentrated long-only fund that had about six investments in total. They focused on very high quality, durable

EFTA00620148

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tplace. Peter Lynch used to travel to the shopping mall weekly to observe business transactions / marketplace in real time - Proprietary network — Wharton, Columbia, New York investing community, Washington DC / Federal Government - Experiential knowledge -- knowledge of past and current successful i

ed after philosophy and structure of Buffett Partnership, Ltd (managed by Buffett from '56 to '69) • Similar partnerships include Joel Greenblatt's Gotham Partners and ESL Investments, Inc. • Evaluate all investment ideas as if one were buying the entire company while thinking about "long term franchise value

EFTA00287311

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