Who is the greatest student of the markets - Buffet, Leon or Soros?

Discussion in 'Journals' started by Rebel Leon, Jul 31, 2006.

Please wait till the end of January 2007 before voting for one of the following:

  1. Warren Buffet, the Investor

    40 vote(s)
    37.7%
  2. Rebel Leon, the Investigator

    11 vote(s)
    10.4%
  3. George Soros, the Speculator

    55 vote(s)
    51.9%
  1. <b>Investigation Alert - 08/24/06</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td> <td><font size="2">Trigger&nbsp;&nbsp;&nbsp; </font></td></tr>
    <tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">-------</font></td></tr>
    <tr><td><font size="2">SGMS&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">29.20</font></td></tr>
    <tr><td><font size="2">SPSS&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">24.75</font></td></tr>
    </table>
     
    #41     Aug 24, 2006
  2. <b>Investigation Opened - 08/24/06</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Trigger &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Target &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
    <tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">------- &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------- &nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>

    <tr><td><font size="2">SPSS&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">24.75 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">08/24/06 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">24.75 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">24.06 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">26.07</font></td></tr>
    </table>
     
    #42     Aug 25, 2006
  3. I had to abandon this thread temporarily, because posting had become too onerous, in light of my other commitments. The mistake was all mine - for trying to do far too much. I am now ready to continue posting, but a much streamlined version of my first attempt.

    For the record, I was up about two percent when I stopped posting, but will wipe the slate clean, and start with an account balance of $100,000. I also intend to run this journal for twelve months - to the end of December 2007.

    I do hope my actions will match my good intentions.
     
    #43     Jan 8, 2007
  4. <p><font class="vb"><b>Investigation Opened - 01/08/07</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
    <tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>
    <br />
    <tr><td><font size="2">ALY&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">19.45&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">18.29</font></td></tr>
    <tr><td><font size="2">KOP&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">26.88&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">25.26</font></td></tr>
    </table></font></p>
     
    #44     Jan 9, 2007
  5. <p><font class="vb"><b>Investigation Opened - 01/09/07</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
    <tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------ &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>
    <br />
    <tr><td><font size="2">AMSF&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/09/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">16.77&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">15.73</font></td></tr>
    </table></font></p>
     
    #45     Jan 10, 2007
  6. <p><font class="vb"><b>Investigation Closed - 01/09/07</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Exit&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Verdict(1)&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Verdict(2)</font></td></tr>
    <tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------ &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">------- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">---------- &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">----------</font></td></tr>
    <br />
    <tr><td><font size="2">ALY&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">19.45&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">18.29&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/09/07&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">18.29&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(1.16)&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(5.96%)</font></td></tr>
    <tr><td><font size="2">KOP&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/08/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">26.88&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">25.26&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">01/09/07&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">24.75&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(2.15)&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">(7.92%)</font></td></tr>
    </table></font></p>
     
    #46     Jan 10, 2007
  7. <p><font class="vb"><b>Investigation Opened - 01/10/07</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
    <tr><td><font size="2">------ &nbsp;&nbsp;</font></td><td><font size="2">----- &nbsp;&nbsp;</font></td><td><font size="2">------ &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</font></td><td><font size="2">-----</font></td></tr>
    <br />
    <tr><td><font size="2">DSW</font></td><td><font size="2">01/10/07 &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">38.28&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">36.84</font></td></tr>
    </table></font></p>
     
    #47     Jan 11, 2007
  8. <p><font class="vb"><b>Investigation Opened - 01/11/07</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
    <tr><td><font size="2">------</font></td><td><font size="2">-----</font></td><td><font size="2">------</font></td><td><font size="2">-----</font></td></tr>
    <br />
    <tr><td><font size="2">AUY</font></td><td><font size="2">01/11/07</font></td><td><font size="2">12.06</font></td><td><font size="2">11.20</font></td></tr>
    <tr><td><font size="2">GLDN</font></td><td><font size="2">01/11/07</font></td><td><font size="2">48.27</font></td><td><font size="2">44.10</font></td></tr>
    </table></font></p>
     
    #48     Jan 12, 2007
  9. <p><font class="vb"><b>Investigation Opened - 01/12/07</b>
    <table>
    <tr><td><font size="2">Ticker &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Date &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Entry &nbsp;&nbsp;&nbsp; </font></td><td><font size="2">Stop</font></td></tr>
    <tr><td><font size="2">------</font></td><td><font size="2">-----</font></td><td><font size="2">------</font></td><td><font size="2">-----</font></td></tr>
    <br />
    <tr><td><font size="2">CMP</font></td><td><font size="2">01/12/07</font></td><td><font size="2">31.09</font></td><td><font size="2">29.23</font></td></tr>
    <tr><td><font size="2">CRVL</font></td><td><font size="2">01/12/07</font></td><td><font size="2">44.61</font></td><td><font size="2">41.98</font></td></tr>
    </table></font></p>
     
    #49     Jan 13, 2007
  10. The investigation summary in the next post does not include ongoing investigations, and therefore is not a true reflection of the current Equity. However, at the end of the exercise (in December), it will show all investigations undertaken in the ensuing twelve month period, as well as the final state of Mr Leon's account.

    Time permitting, I will also endeavour to show the impact of ongoing investigations on Equity - don't hold me to it, though. :)
     
    #50     Jan 13, 2007