Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ValueGuy who wrote (49526)	9/24/2012 1:24:41 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78743

Thanks for the article on Chanos positions. I hold a bit of JPM and BAC. I've considered buying some C too. I don't have a very confident valuation for them though.

To: ValueGuy who wrote (49526)	9/24/2012 6:43:28 AM
From: Mark Marcellus	Read Replies (1) \| Respond to of 78743

In the same interview that the article cites, Chanos cautioned anyone from reading too much into his holdings because they can't see the short positions which the longs are designed to hedge. He said that he would not own many of the long positions in his portfolio absent the hedge.