Real 13Fs to follow -
Whale rock, Atreides, Altimeter, then maybe durable and some of the tigers - D1, Candlestick, etc.
Don't see the point of looking at large places like bridgewater, mlp, p72, rentech... pretty useless.
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Real 13Fs to follow -
Whale rock, Atreides, Altimeter, then maybe durable and some of the tigers - D1, Candlestick, etc.
Don't see the point of looking at large places like bridgewater, mlp, p72, rentech... pretty useless.