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

To: Spekulatius who wrote (52152)	8/19/2013 5:27:12 PM
From: IndependentValue	Respond to of 78750

Yes, saw that call from Ira Sohn a while ago - his detailed analysis that leads him to this conclusion has not been made publicly available, but just from going on his public commentary on this short, his reading of the industry and WDC and STX appears very superficial and simplistic, so not sure if this is going to work out for him. I do recall that he was short STX a good while ago and it's rallied c. 60% or something since then - possibly an attempt to reduce his losses?