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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (9051)11/29/1999 12:47:00 AM
From: James Clarke  Read Replies (3) of 78596
 
I am already short Amazon, and wish I had never heard of the damned thing. I don't want to even tell you where I shorted it, though I'm sure that decision is preserved for eternity on this thread.

I should short Qualcom or Intel or Cisco or Microsoft you say? Yeah. That's what I'm doing. This is a way to get all of them at once, without putting all my eggs in one basket. Because in this world one high growth technology concept stock with a business model egg can go from trading at twice what its worth to four times what it is worth very quickly if the big fund managers decide they have to own it. An index isn't going to do that to me, but I've still got my 50% downside. There ain't no value stocks in the Nasdaq 100.

How about this for a trade? Short QQQ against a buy of SNH. Looks absolutely nuts. See how that one works out in a year.
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