tag:blogger.com,1999:blog-7294165939647321702.post7039379576935456695..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Karsan Value Funds: 2013 Q3 ResultsSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7294165939647321702.post-84643519055431639912013-10-07T14:25:33.285-04:002013-10-07T14:25:33.285-04:00Thanks, BF!
Anon: Currency and taxes. Also, somet...Thanks, BF!<br /><br />Anon: Currency and taxes. Also, sometimes the companies sold in a given quarter already saw their biggest moves in previous quarters, so using the ones I discuss as having sold out of does not represent a good proxy for the latest returns. Any bankruptcies or shares sold for losses would be discussed here were they to have occurred (e.g. fourth paragraph of <a href="http://www.barelkarsan.com/2012/07/karsan-value-funds-2012-q2-results.html" rel="nofollow">these results</a>)Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-36173991839312088602013-10-07T10:49:28.302-04:002013-10-07T10:49:28.302-04:00Why is your portfolio only barely beating the S&am...Why is your portfolio only barely beating the S&P this quarter despite a half-dozen amazing results? <br /><br />Were there some bankruptcies or something? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-8732291328635418292013-10-04T08:34:28.096-04:002013-10-04T08:34:28.096-04:00Congrats on a great quarter Saj!
BF Congrats on a great quarter Saj! <br /><br />BF Anonymousnoreply@blogger.com