Tag: OZM

In his book, You Can Be a Stock Market Genius, Greenblatt talks about using LEAPs to make leveraged bets.  The book included his trade in Wells Fargo (WFC, another topic for a future post, I suppose). But sometimes, stocks get down so cheap that they become priced like options.  In the Genius book, the WFC LEAPs…

The alternative management companies have been getting crushed in the recent correction.  A lot of these guys were trading ‘cheap’ to begin with so I was wondering if there was some opportunity here.  I’ve talked about some of these in the past, but other than OAK, have not invested in any of them. That’s mostly…

Listed Hedge Fund Company Here’s a listed hedge fund that looks interesting although I don’t own it at the moment.  A few hedge funds and private equity houses went public in the past few years and it is pretty interesting because you get to invest with some pretty amazing people.  Of course, the performance in…