What is your fund currently long on? Any asset class/currency is fine for this question...
Or for fun, what are you currently short / long on in the world in general?
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private prisons
Was this before or after Trump winning the US election?
Outside filings, do you really think anyone will share such info here?
was just about to say this.
read 13-Fs bro, but take them with a grain of salt. no one in their right mind would post something like that on WSO, that'd be career suicide.
Hey man thanks for the suggestion! I have been reading through some recent 13-Fs and have found them to be very interesting
why not if you're already long the position?
Yeah, because their fund's holdings in Apple/Google/Microsoft/[Insert other HF hotel stock here] is such a sensitive fucking secret...
hope and pessimism
Whiskey
Since the Donald's victory, we have only been long "on" one thing: America's greatness, again.
I'm short this topic
We seem to be long healthcare for some shitty reason... but I think everyone is long healthcare.
in home landlines.
cell phones are just a fad.
Long VCR, Land Lines, Cable TV, & Taxi's
dude, I already called long on landlines.
you can't just steal another guy's long.
lets let the govt sort this out
Long American eaters hat tip Barbarian Capital (not me) on Twitter
Long on hours.
Pair trade idea: Long West World and short Samurai World
Long Oil, geopolitical risks are rising on Trump's unpredictable foreign policy Long Defense stocks Long S&P - decrease corporate taxes, valuations rise
Long gold, for when the government imposed bubbles burst.
Where did you study econ, at Fight Club?
in the next 3 months...... Long Seahawks, short Huskies
long toothpicks, short bleach
long weed in canada
Long resource stocks. Specifically gold right now.
Long gold...in yen terms... D. Gartman
human stupidity
We have been selling barrel makers...now that OPEC cut, we don't need nearly as many barrels made to store oil.
Anacott Steel
With the election of Trump, Long GS.
Banks/Financials (post-election)
1) Completions segment within OFS 2) Proppant (Frack Sand) 3) LNG
Any tickers you really like?
None in particular. I could walk you through the investment thesis for the above if you are interested
Long the blonde Short the red head
Tiger Woods
...Texas is back baby
Bearish on the Yen and waiting to see if 10yr Notes stabilize.
Long Penn State, Long Ohio State, Short Washington, Short Clemson, Short USC and Short the CFP Committee.
Brothel
The Pants Store and Sex Panther mostly
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