tag:blogger.com,1999:blog-3541352681651202123.post6384514912943419836..comments2023-12-27T00:31:42.598-08:00Comments on the patient investor's blog: The patient investors' year end review (with add'l comments on $FRMO and $SEC.TO)Long Cast Advisershttp://www.blogger.com/profile/13731550239184386639noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3541352681651202123.post-34605420407999152742015-12-26T10:39:52.073-08:002015-12-26T10:39:52.073-08:00thanks for your comment, Mike. I don't think t...thanks for your comment, Mike. I don't think they're throwing darts! But as you probably know the geometric return smooths out so much volatility; They have windows of incredible outperformance and significant value destruction. <br /><br /><br /> 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014<br />SE / CDN 59,756 129,710 155,162 165,937 96,897 252,111 372,636 284,685 358,831 630,362 821,740<br />% chg y/y 117% 20% 7% -42% 160% 48% -24% 26% 76% 30%<br /><br />FWIW I'm in bklyn also if you ever want to talk stocks over a beer. Long Cast Advisershttps://www.blogger.com/profile/13731550239184386639noreply@blogger.comtag:blogger.com,1999:blog-3541352681651202123.post-2296551301719014892015-12-22T15:50:38.244-08:002015-12-22T15:50:38.244-08:00Senvest's investment results have averaged ~20...Senvest's investment results have averaged ~20% since the first fund was launched in 1997. And the last few years have been as good as any. I think their record is due more to skill than luck.misterkrustyhttps://www.blogger.com/profile/01593047361808728232noreply@blogger.com