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I think we own several of the same funds and I like your approach. Just in passing, Snowball mentioned WAGN (Pabrai Wagons) as one fund that was positive during the latest shit show. I pulled up the website out of boredom. What I found there is the most ludicrous, self-serving, outlandish bunch of promotion, all presented in garish colors. I could not even find accurate performance data. I hesitate to comment on WAGN because I fear being labeled prejudicial. Seems to me this stuff could come from only one part of the world, but in saying so is to possibly slur the region involved. Take a look if you have a moment; you probably have a different take from mine, but I’d like to know if I’m way off base. Thanks,
Happy New Year! Looking to re-join you in GRID, but my order was placed just before stocks started to rise in the late AM. Also reviewed M* write-up today on BEP, Brookfield Renewable Partners. It currently trades with a four-star rating and I like what I have been able to uncover thus far. I was a bit surprised not to find it in GRID’s portfolio. They do hold GEV, a true success story. I have an aversion to K-1 forms come April 15, so I am a bit reluctant to buy BEP. What do you see in BEP? I nibble at PAVE and AIRR when the markets decline for what seems to me to be no good reason. Thanks for any reaction you may have, Ben Palmer
I may have the dinky linkys down. I am clearly behind the eight-ball rolling back to October 8, and whatever your generous offer refers too. And I've yet to pay much attention to whatever notification system for private messages is employed here.
