Elm Ridge 1Q22 Commentary: That’s My Story And I’m Sticking To It
Elm Ridge commentary for the first quarter ended March 31, 2022, titled, “That’s My Story And I’m Sticking To It.” Graham and Dodd investors are people who place a very high value on having the last laugh. In exchange for the privilege, they have missed out on a lot of laughs in between.” – Michael Lewis Q4 2021 hedge fund letters, conferences and more I came in as the sun came up. She glared at me over her coffee cup. She said: “Where you been?” so I thought real hard, And said: “I fell asleep in that hammock in the yard.” She said: “You don’t know it boy but you just blew it.” An’ I said: “W...