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silvmich  Michael Ndolo

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  • vgm 2014-01-15 17:12
    silvmich: VGM - in case you are interested, my next article on GNK was published.  I anonymously referred to you, was not sure if you wanted me to mention you b
    Hi silvmich! Apologies, but I've only just now seen your messages. Belated thanks. I did follow your comments below the original article. How's your strategy going with GNK? It's a very volatile stock.
    vgm
  • Geoff Gannon 2012-03-15 14:06
    silvmich : Geoff - do you happen to have (or can point me to) a compilation of the number of Class B-equivalent shares in existence for Berkshire for each of the EDGAR. It's very easy. Just look at the cover page of the 10-K. It's required to always show the number of shares of each class of stock. It also shows the par value. Usually, par value is meaningless. In this case - because of the A/B split - it allows you to always see how many B shares it takes to make 1 A share (just divide ...

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  • silvmich commented on R. Vanzo's article 07-01 09:10
    Why Ray Dalio Has 60% of His Portfolio in Emerging Market ETFs
    Ray Dalio (Trades, Portfolio) is the founder of the largest hedge fund on the planet, Bridgewater Associates. With over $160 billion in assets under...
    View all 1 comment
    silvmich 07-01 10:10
    • Important: please keep in mind that the SEC filings only cover a very small portion of Bridgewater's total assets. The VWO and EEM holdings are only valued at $7.5 billion versus his total holdings of $160 billion according to your article. So it is much more accurate to say that Dalio hold 4.6% of his portfolio in VWO/EEM and not 60%. Who knows where all the rest of his portfolio is held? I don't and he does not need to report on the vast majority of holdings.
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