A recent email exchange:
Name: Do you ever speak to buy side equity funds? [I] was thinking if you did, I would love for you to speak to my guys in Stamford. The constraint as I mentioned to you is that we’re using relative valuation to find the outlier stocks to buy and short, so fundamentals, albeit objectively driven in lieu of emotionally driven, are part of the process. Let me know.
Covel: I am always game to opportunities. In the States in January [and then off to Singapore].
Name: Great. Let me come back to you.
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