Dear
This week has been very busy as I prepare to head off to the 2015 Silver Summit in San Francisco from November 23rd-24th. The conference will showcase the top fund managers, newsletter writers, and several resource legends.
As a fund manager in the resource sector, I enjoy reading how other fund managers are positioning themselves; in particular, David Einhorn’s short on Pioneer Natural Resources (PXD) had always been puzzling.
In mid-May 2015 I broke down “Why David Einhorn is Wrong on the Big Oil Short” and, now, I revisit my own thesis on PXD and how my top positions compare to Einhorn’s flagship fund.
Enjoy,
Marin Katusa