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So far Mercadyne has created 19 blog entries.

Special Situations:  A Strategy for Success in 2019

Despite the New Year rally, we have now entered the expected choppy and grinding markets.  To combat this situation, we believe that 2019 has the highest propensity to reward those investing in opportunities that are known as “special situations.” These investment opportunities do not depend upon a company merely improving its operating results or a rise in [...]

By |2019-01-10T19:04:14+00:00January 10th, 2019|blog|0 Comments

Newsletter Volume 1, Issue 8

Investment Performance November VOLUME 1, ISSUE 8: NOVEMBER 2018 Published: December 31, 2018 MACH 100 LP seeks to generate superior returns by entering non-correlated positions with high return risk profiles at the inflection point of their catalysts to capture discovery premium and multiple expansion. Happy New Year {$firstName!"Friends"}! For the month ending November 30, 2018, [...]

By |2019-01-03T18:21:32+00:00January 3rd, 2019|Unaccredited Newsletters|0 Comments

Newsletter Volume 1, Issue 7

VOLUME 1, ISSUE 7: OCTOBER 2018 November 28, 2018 MACH 100 LP seeks to generate superior returns by entering positions with high return risk profiles at the inflection point of their catalysts to capture discovery premium (or realize discount) and multiple expansion (or contraction). Dear Friends, For the month ending October 31st, 2018, Mach [...]

By |2018-12-17T19:46:56+00:00December 7th, 2018|Unaccredited Newsletters|0 Comments

Newsletter Volume 1, Issue 6

VOLUME 1, ISSUE 6: AUGUST/SEPTEMBER 2018 MACH 100 LP seeks to generate superior returns by entering positions with high return risk profiles at the inflection point of their catalysts to capture discovery premium and multiple expansion. Dear Friends, For the month ending August 31st, 2018, Mach 100 LP was Up 10.34% Net. For the [...]

By |2018-12-17T19:46:29+00:00December 7th, 2018|Unaccredited Newsletters|0 Comments

Newsletter Volume 1, Issue 5

Volume 1, Issue 5: October 10, 2018 MACH 100 LP NEWSLETTER INVESTMENT RETURN SUMMARY Mach 100 LP Investment Performance Results are presented gross and net. Net results are for an investor since inception, net of 1% management fee and 25% performance allocation with a “high watermark” threshold. Individual investor’s performance may vary based on time of [...]

By |2018-12-17T19:45:09+00:00December 7th, 2018|Unaccredited Newsletters|0 Comments

Grinding Markets Ahead

After this long, 9 year bull market which we have experienced, the equity markets don’t have to necessarily reverse to a protracted bear market; unless of course we experience a credit meltdown, asset bubble, global asset deflation [again] or other broad economic catastrophe. In fact, the correction we saw in October may occur a few [...]

By |2018-11-30T22:22:43+00:00November 30th, 2018|blog|0 Comments

Portfolio Concentration

Concentration or portfolio concentration is an important element of investing and has great impact upon investment returns.   Portfolio concentration means that the investment portfolio has a select number of positions and there are not an abundance of investment positions; and there is not wide diversification and each position tends to be a larger percentage of the fund or portfolio.  In contrast, a diversified portfolio has [...]

By |2018-10-16T17:00:53+00:00October 16th, 2018|blog|0 Comments

The World is a Spheroid. Its Global Trading is Flat.

When Steve and I started our first hedge fund in 1994, our hedge fund’s portfolio was almost exclusively U.S. companies with an occasional Canadian company, that often traded in the U.S. If it only traded in Canada, there were instances when it was almost impossible to buy, or at least difficult and time consuming, requiring [...]

By |2018-10-16T17:00:43+00:00September 18th, 2018|blog|0 Comments

Newsletter Volume 1, Issue 4

Volume 1, Issue 4: August 3, 2018 Published Privately to Accredited Investors Only Prior to Filing Form D for 506c with Securities And Exchange Commission MACH 100 LP INVESTMENT RETURN SUMMARY Mach 100 LP Investment Performance Results are presented gross and net. Net results are for an investor since inception, net of 1% management fee and [...]

By |2018-09-10T19:47:09+00:00August 30th, 2018|Unaccredited Newsletters, Uncategorized|0 Comments

Newsletter Volume 1, Issue 3

Volume 1, Issue 3: July 11th, 2018 Published Privately to Accredited Investors Only Prior to Filing Form D for 506c with Securities And Exchange Commission MACH 100 LP INVESTMENT RETURN SUMMARY Mach 100 LP Investment Performance Results are presented gross and net. Net results are for an investor since inception, net of 1% management fee and [...]

By |2018-09-10T19:46:56+00:00August 30th, 2018|Unaccredited Newsletters, Uncategorized|0 Comments