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Strategies & Market Trends : Value Investing

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To: Bocor who wrote (47487)	4/18/2012 9:46:32 AM
From: Mattyice	Read Replies (1) of 78507

Shorting is a blood sport.... so i hear I had my issues shorting netflix, im tired of messing with technology shorts to be honest - though currently looking at Pandora (p). Guess i cant help it. Chanos portfolio is a diversified short portfolio with the occasional long. Even his largest "bets of the decade" shorting china he only had 5-10% of his portfolio exposed. I also have a feeling he is able to not have to cover like majority of us - just a feeling I am also currently short VALE, EWA, BHP fwiw: - Vale since 2010, March 2011, July 2011 -BHP since July/Aug 2011 -EWA since July/Aug 2011

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