Breaking Down Breakage, page-8

You can drink all the Koolaid you want....Ha !! All that matters to me is the return TBF made on my investment - and it was good )) And I agree some of their picks didn't work out too well in the end. We all have our duds. looking back at some of their holdings since they closed down and the returns have been impressive. The stocks that I can think of that did extremely well are ST1 AXL CGR BVS. I can also recall that they did quite well out of MCP and FIG selling down along the way and were quite transparent on this in their reports. I will leave it at this for now on the subject of TBF. I do not believe it brings any value to the EML thread.