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Dougie Kass
@DougKass
Seabreeze Capital Partners LP
5.5K Following    132.6K Followers
I am not sure why I should bother responding to someone who doesn't use his own name (there is something cowardly about attacking others while being shrouded by anonymity) - but since you asked... * I would call attention to @KeithMcCullough for personally navigating multiple cycles effectively and timestamping every trade. * I would call attention to the fact that I know no one other than @KeithMcCullough has avoided the 6-7 major drawdowns in the last 20 years. (If you lose -50% you have to +100% to get back even) * I would call attention to @hedgeye and @KeithMcCullough for his ingenuity, persistence and returns in utilizing and adopting fractals in a market that has become dominated by algos and machines. * I would call attention to @keithmccullough calling out others (in the business media) who have little risk discipline, process or analytical vigor. * I would call attention to @hedgeye powerful research team of analysts which have led me to a number of successful longs and shorts (e.g. $MPT). * I would call out @hedgeye @KeithMcCullough for being flexible and not Perma anything - except for being Perma Profitable and possessing superior risk management skills. @edgeyeDJ @Hedgeye_HGRO @RPKInvestor
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