VG1 1.04% $1.90 vgi partners global investments limited

To be fair... Luciano was the king of "not so subtly" re-wording...

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    To be fair... Luciano was the king of "not so subtly" re-wording documents when things went bad.

    And when you have someone like Luciano involved in funds management - things go bad often.

    Do you remember when he emphasised 10-15% returns a year... then the messaging miraculously disappeared.

    I was hoping for a better announcement - not just to tell us they are turning the leverage dial up.
 
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