Elm Ridge 1Q22 Commentary: That’s My Story And I’m Sticking To It

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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…

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