GREY:STTYF - Post by User
Post by
MidasMulliganon Jan 30, 2014 10:30am
548 Views
Post# 22152712
Roumell Asset Management
Roumell Asset Management
From 4Q13 letter: "Of course, not everything worked out in 2013. We had three distinct securities that negatively affected our portfolios in a material way. Two commodity-related securities, Colossus Minerals (discussed later) and Sandstorm Metals & Energy, dropped as that industry fell deeper into bear-market territory. We have continued to average down on Sandstorm Metals & Energy because it is our strong belief this investment will ultimately work out."
https://www.roumellasset.com/quarterly_letters.htm