tag:blogger.com,1999:blog-6321089372587128676.post4726225163003964856..comments2023-10-17T10:01:00.917-04:00Comments on Distressed Debt Investing: Hedge Fund Manager Interview SeriesUnknownnoreply@blogger.comBlogger5125tag:blogger.com,1999:blog-6321089372587128676.post-81221851786368059962010-11-22T10:20:01.422-05:002010-11-22T10:20:01.422-05:00Harris has a fantastic blog worth checking out tha...Harris has a fantastic blog worth checking out that goes through a lot of his positions. If you go back and look at his previous investments he has had some amazing home runs.<br /><br />http://adventuresincapitalism.com/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-86184938615819636742010-11-21T00:58:41.295-05:002010-11-21T00:58:41.295-05:00I've spent a little bit of time digging into t...I've spent a little bit of time digging into their SEC filings for positions that reached over 5%. CIK is 0001337851<br /><br />I'm seeing a lot of names - Bingo.com, Timberline Resources, International Monetary Systems, International Commercial Television, DAC Technologies Group International, International Absorbents, Mines Management, Hemacare, and US Global Investors.<br /><br />I glanced at them very quickly and it seems that the early 2009 purchases worked very well and the macro conditions were prime for small/micro cap investments - there was no liquidity at all and so an investment in small capitalizations would have done wonderfully.<br /><br />Maybe this will be seen more in part 2, but if anyone can shed some light on the kinds of positions they've had over the years and how they worked out or what the stories were behind them, I'd like to see what has worked so well for them. The companies listed above have some whose stock price has plummeted and so it makes me wonder what has been working.Ankit Guptahttp://www.selectedfinancials.comnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-69037829155855887492010-11-20T18:18:22.492-05:002010-11-20T18:18:22.492-05:00This is a great post. Thanks Hunter.This is a great post. Thanks Hunter.Jaydoublemnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-92122979916437277082010-11-20T12:07:19.077-05:002010-11-20T12:07:19.077-05:00great work, thanks Huntergreat work, thanks Hunterbtsnoreply@blogger.comtag:blogger.com,1999:blog-6321089372587128676.post-48413263640585042022010-11-20T11:34:09.351-05:002010-11-20T11:34:09.351-05:00This was really great! I am excited to read more t...This was really great! I am excited to read more tomorrow and the rest of the series. <br /><br />MorganMorgannoreply@blogger.com