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Thrugelmir
Posted: 07 January 2023 23:06:05(UTC)
#749

Joined: 01/06/2012(UTC)
Posts: 5,317

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Fife Clive;252944 wrote:


I don’t have a dog in the fight for the argument of if it’s a long term hold but I will trade around it short term as part of my global equity allocation as the discount flaps around.



Thanks for doing the digging.

While the role of analysts is often scoffed at as being totally pointless. Being given the time to dig through annual accounts. Turns up all sorts of gems. Which often form part of the thinking behind buy/hold/sell recommendations. Though the full detail only goes to those who pay for the research.

Never held this stock. Most likely never will now.
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6 users thanked Thrugelmir for this post.
Alfa 2 on 07/01/2023(UTC), Phil 2 on 07/01/2023(UTC), Jesse M on 07/01/2023(UTC), Tim D on 08/01/2023(UTC), Fife Clive on 09/01/2023(UTC), Logic Prophets on 10/01/2023(UTC)
Alfa 2
Posted: 07 January 2023 23:19:07(UTC)
#755

Joined: 17/11/2021(UTC)
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TJL;252939 wrote:
I give up.


Please don't do that. i enjoy your posts.
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TJL on 08/01/2023(UTC), Guest on 08/01/2023(UTC)
Dexi
Posted: 08 January 2023 04:16:41(UTC)
#757

Joined: 03/04/2018(UTC)
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Some people are calling it the end ( for the time being ) of Private Equity .
The end of " free money " = fewer leveraged buyouts .
If this is the case , it`s bad news for RCP with 40 % in PE.
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Phil 2 on 08/01/2023(UTC)
Phil 2
Posted: 08 January 2023 08:20:02(UTC)
#761

Joined: 20/07/2018(UTC)
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Dexi;252960 wrote:
Some people are calling it the end ( for the time being ) of Private Equity .
The end of " free money " = fewer leveraged buyouts .
If this is the case , it`s bad news for RCP with 40 % in PE.


I suspect that’s a rather sweeping statement they’re making. Like saying Bitcoin is the end of money!
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Dexi on 09/01/2023(UTC)
Thrugelmir
Posted: 08 January 2023 09:08:51(UTC)
#760

Joined: 01/06/2012(UTC)
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Dexi;252960 wrote:

If this is the case , it`s bad news for RCP with 40 % in PE.


You don't have to sell every business you invest in. Simply sit back and enjoy an increasing income/dividend stream. Private markets is a broad generalisation. Many facets within it.
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Phil 2 on 08/01/2023(UTC), Low Returns on 09/01/2023(UTC)
Big boy
Posted: 08 January 2023 10:11:30(UTC)
#758

Joined: 20/01/2015(UTC)
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Dexi;252960 wrote:
Some people are calling it the end ( for the time being ) of Private Equity .
The end of " free money " = fewer leveraged buyouts .
If this is the case , it`s bad news for RCP with 40 % in PE.


Another bullish signal ….when the vast majority are bearish fill your boots.
IMO it best not to follow the experts but better to understand markets.
It’s interesting that a number of investors are beginning to understand buying relatively undervalued
stocks one day and selling when relatively overvalued the next day can add value….keep up the good
work.
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6 users thanked Big boy for this post.
Phil 2 on 08/01/2023(UTC), Tim D on 08/01/2023(UTC), Aminatidi on 08/01/2023(UTC), Guest on 08/01/2023(UTC), Jesse M on 08/01/2023(UTC), William P on 09/01/2023(UTC)
SF100
Posted: 08 January 2023 10:40:55(UTC)
#745

Joined: 08/02/2020(UTC)
Posts: 2,254

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Tug Boat;252929 wrote:
If you want to give the fund managers your money, this is the fund for you.

My mother used to have a tin in the kitchen where she kept her emergency money. This was better than RCP. It is crap.

It has no redeeming features, it does not what it says on the tin. Do not buy this bag of utter useless tripe.

I don’t usually go off on one, but , why buy this?


😂
Normally such a level headed poster 😂
What does it say on the tin?
Benchmark RPI +3%
I can see why they've recently changed to CPI +3%

I anticipate that RPI +3% will be a challenge (for everyone) from this point forth
I believe global returns for next 10yrs are widely expected to moderate somewhat
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Phil 2 on 08/01/2023(UTC), Guest on 09/01/2023(UTC)
Logic Prophets
Posted: 08 January 2023 14:45:20(UTC)
#759

Joined: 23/07/2018(UTC)
Posts: 1,636

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Big boy;252975 wrote:
Dexi;252960 wrote:
Some people are calling it the end ( for the time being ) of Private Equity .
The end of " free money " = fewer leveraged buyouts .
If this is the case , it`s bad news for RCP with 40 % in PE.


Another bullish signal ….when the vast majority are bearish fill your boots.
IMO it best not to follow the experts but better to understand markets.
It’s interesting that a number of investors are beginning to understand buying relatively undervalued
stocks one day and selling when relatively overvalued the next day can add value….keep up the good
work.



HVPE… 40%+ discount. How bullish are you ?
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2 users thanked Logic Prophets for this post.
TJL on 08/01/2023(UTC), Jesse M on 08/01/2023(UTC)
Tug Boat
Posted: 08 January 2023 17:16:22(UTC)
#746

Joined: 16/12/2014(UTC)
Posts: 2,015

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SF100;252978 wrote:
Tug Boat;252929 wrote:
If you want to give the fund managers your money, this is the fund for you.

My mother used to have a tin in the kitchen where she kept her emergency money. This was better than RCP. It is crap.

It has no redeeming features, it does not what it says on the tin. Do not buy this bag of utter useless tripe.

I don’t usually go off on one, but , why buy this?


😂
Normally such a level headed poster 😂
What does it say on the tin?
Benchmark RPI +3%
I can see why they've recently changed to CPI +3%

I anticipate that RPI +3% will be a challenge (for everyone) from this point forth
I believe global returns for next 10yrs are widely expected to moderate somewhat



Apologies for my rant. Looking at some of the stuff I have bought, I have no right to comment.
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1 user thanked Tug Boat for this post.
SF100 on 08/01/2023(UTC)
Jesse M
Posted: 09 January 2023 12:36:26(UTC)
#762

Joined: 30/12/2020(UTC)
Posts: 1,471
RCP sell order has been stuck on ii since 8am this morning
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