My ACE long WTM short call posted on this blog from 10/29 is up 3.5% from that date, but a lot more from mid-october when I first made the call (actually up 31%).
I also pushed long MA short GPN up 15% since my post on October 30th.
SLM is up since my work on the 15th, but of course the market is up big.
IAP on the other hand I believe is down.
Enough pats on the back (actually I doubt anyone is reading anyways). My work on AOC is progressing. Defensive name, good management, will outperform in a down market for sure, but is certainly not a beta name. Kinda boring but boring is nice. They do have integration of Benfield.
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