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Message: Thought experiment thoughts

1. How many shares, P.O. (20mm ? conservative?)

2. Cost basis / share ? (All in, purchases,, loans made, etc.?) Hard to say. S.W.A.G. , Anybody? 0.30 ??

3. Time since Joining Board? ( 10+ yr.?)

4. Over time, has P.O. been adding risk, or reducing it, in relative terms? (This is Subjective. IMO, while the 'Number IN' has been rising, the probability of positive return and anticipated % return appear to have gone, and are going UP).

Based on the above, does he appear to be throwing good money after bad, or Better Money after Good?

I'm kind of fascinated by the scenario, and wonder how long he can pitch the game without a partner/reliever. I'm pretty sure that the deeper into the game he can go,, the better the outcome.

 

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