mercredi 25 octobre 2017

Robin Speziale and Penetrator: together forever

In the fall of 2016, Robin Speziale told me that he wanted to start a hedge fund. I said to him that I'd like to be with him in that project.

When we met, a little bit later in december, we talked about it once again. And Robin told me that he thought that we should start with something easier: an investment club (click on the link for his version of the story).

What is an investment club? You probably haven't heard about it before. And I didn't too.

It's a community of investors that put money together in a fund that is managed without any fees. In other words, Robin and I will work for free for a community that wants to benefit from our investment knowledge. If everything goes out fine, we'll liquidate the club after a year or two and give the money back to every investor (adding plus value, of course, if there's not a market crash). And we'll start something more official where we'll get paid. And we'll get rich because we'll be good. So we'll drive a BMW with heating seats, eventually.

We both have a fascination for the market. Robin has interviewed tens of great investors and has been active on the market for about a decade, such as me. We're both good guys and honest. But we may fuck up. However, along the last 10 years, I haven't a single year where my performance was negative. Always something between 1 and 55% return.

We've learned from the best and made some mistakes that we don't plan to reproduce.

Why should we remain anonymous?

We deserve to be on www.dataroma.com.


Email me: masterpenetrator@hotmail.com



8 commentaires:

  1. Very cool, do keep us informed on future developments. Somewhat related, are you participating in clubs/talks/meetups in Montreal?

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    1. Non, je n'y suis jamais allé. Mais ça pourrait être envisageable à court terme. Tu as quelque chose à me suggérer?

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  2. I do not wish you success...I wish you MASSIVE success. To be massively successful, you'll have to get out of your large cap comfort zone. Massive success will depend on how many small cap and mid cap capital compounders you can find. How many Selim Bassouls and Todd Clevelands you guys invest in. Try to find the master capital allocators who have grown their investors' wealth 50x - 100x and still have a small cap or mid cap company. Bonne chance.

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    1. Merci. We'll work essentially with small and mid caps. But as you can see today, even large caps can get great results (AMZN, GOOG).

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  3. Good luck man! I will be rooting for you

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  4. Very excited to hear the news! Great team!

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