Ackman, Einhorn, and John Paulson have each made exactly one great trade. The rest has been noise.https://twitter.com/planmaestro/status/841751717553283073 …
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As assets under management grow, fewer opportunities to score big, but they're all scraping big management fees on their reputations.
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biggest wins are almost always long. (Same with you guys... long w/ founders @ low basis).
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big long wins are either Buffett hold forever style, Bezos/Gates style, or David Tepper loaded long banks 2009.
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