Michael Howson

Thank you for giving away your best ideas for free ,but why would you want to do that? Ohhh!

James Marlay

Comments like this come up from time to time. I'm genuinely surprised that people even raise an eyebrow that a fund manager is talking about a stock that they own or one they are short. It's clear from the article that the fund manager owns the stock and his name and firm are in the by-line. Once a fund manager has done the work I can completely understand why they would want to tell the story. As a reader you should definitely factor in any bias the author may have, this relates to any article you read. Always start from a position of skepticism...

Ron Shamgar

Hi Michael, appreciate your comment and skepticism. Maybe you haven't followed out fund over the last 4 years, but we share our investment ideas and the thesis behind them on a monthly basis for over 4 years now. Livewire is another channel for us to share these ideas and you can choose to do whatever you like with the information presented to you. All the best to you. Cheers

Michael Howson

Thank to both of you guys for your thoughtful responses. I do have a tendency to move from a healthy skepticism to a less healthy cynicism too easily so I apologise In retrospect, having just read an research paper on "ramping" I responded poorly and I also apologise for that. What is described is a totally different beast. Mind you there is still a win-win component involved and I am not knocking that in the least (especially when done with full transparency) regards Mike .http://epublications.bond.edu.au/cgi/viewcontent.cgi?arti...

SR V

I for one support write-ups of this kind, with the usual DYOR ceveat. Keep them coming Ron!

SR V

It did smack investors in the face today alright...