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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bocor who wrote (47487)4/18/2012 9:46:32 AM
From: Mattyice  Read Replies (1) | Respond to of 78498
 
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



To: Bocor who wrote (47487)4/18/2012 9:52:20 AM
From: Mattyice1 Recommendation  Read Replies (1) | Respond to of 78498
 
David Einhorn on the opposite side of Dell:

marketfolly.com



To: Bocor who wrote (47487)4/18/2012 1:15:45 PM
From: Lazarus  Respond to of 78498
 
otoh - he could have initiated his CSTR short in the $69 range and is hoping to watch it drop and fill the gap(s) below


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