VIX and More

Showing posts with label ORH. Show all posts
Showing posts with label ORH. Show all posts
Sunday, July 22, 2007

Portfolio Adds PCU and PNCL, Drops ORH and PBR

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In yet another reminder that this type of portfolio is not aimed at the buy and hold investor, Portfolio A1 has decided to drop Odyssey Re H...
Sunday, July 15, 2007

Portfolio A1 Now 4.1% Ahead of SPX for Year

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With four of the Portfolio A1’s five holdings – all except Odyssey Re Holdings (ORH) – posting solid gains this week, the portfolio is no...
Monday, June 25, 2007

Portfolio A1 Adds ORH and MBT; Drops IT and RKT

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After a dreadful week that saw Gartner (IT) stock give up 10%, I was not surprised to see the company dropped from the Portfolio A1 holding...
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About Me

Former Chief Investment Officer at Luby Asset Management LLC in Tiburon, California. Previously worked as a full-time trader/investor and also a business strategy consultant. Education includes a BA from Stanford and an MBA from Carnegie Mellon. Useless trivia: I once broke the world pogo stick jumping record without knowing it.
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