Subject: Re: OT-Guy Spier’s Aquamarine Fund
Guy seems to be more LTBH orientated (despite returns) Pabrai seems to chop and change a lot more despite saying he's LTBH, opening new funds etc. Is that for marketing purposes do you think so he can quote attract 1 & 3 year rates. There seems to be a lot of material focussed around marketing rather than quoting 10 or 20 year truck record.