Long/Short Positions
Long (100%)
GGP
GS
BRK-A
LAZ
GSS
VOD
Short (25%)
X
BG
AVY
VPRT
Net Exposure (75%)
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Recent Comments
Alexander Haynes on Landry’s is buying … Derek on IDCC: Who Is Selling? Derek on The Sleazy Side Of Wall Street… shaun on The Sleazy Side Of Wall Street… valueprax on The Sleazy Side Of Wall Street… shaun on IDCC: Who Is Selling? shaun on The Sleazy Side Of Wall Street… Alexander Haynes on IDCC: Who Is Selling? Chinaski on IDCC: Who Is Selling? Derek on IDCC: Who Is Selling? Alexander Haynes on IDCC: Who Is Selling? Eric on Urbana Corp. Trades At 55% Of … scc on Urbana Corp. Trades At 55% Of … sami on SOPA and PIPA. P on Urbana Corp. Trades At 55% Of …
I think I would take the opposite side of that portfolio – even though the shorts are pretty good.
Are GS and VOD recent purchases? Wouldn’t the market be pricing in increased risk of regulation/tax/penalty/forced breakup of prop desk?
Anything to VOD aside from low price to cash flow multiples? Would think there are more lucrative investments in small/micro caps.
Much appreciated!