12/5/16

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?

Comments (47)

12/2/16

private prisons

Hedge Fund Interview Course

12/2/16

Was this before or after Trump winning the US election?

12/2/16

Outside filings, do you really think anyone will share such info here?

12/2/16

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.

"The four most dangerous words in investing are: 'this time it's different.'" - Sir John Templeton

"The investor's chief problem - and even his worst enemy - is likely to be himself." - Benjamin Graham

12/3/16

Hey man thanks for the suggestion! I have been reading through some recent 13-Fs and have found them to be very interesting

12/5/16

why not if you're already long the position?

12/6/16
F. Ro Jo:

Outside filings, do you really think anyone will share such info here?

Yeah, because their fund's holdings in Apple/Google/Microsoft/[Insert other HF hotel stock here] is such a sensitive fucking secret...

12/2/16

hope and pessimism

12/2/16

Whiskey

12/2/16

Since the Donald's victory, we have only been long "on" one thing: America's greatness, again.

12/2/16

I'm short this topic

Overwhelming grasp of the obvious.

12/2/16

We seem to be long healthcare for some shitty reason... but I think everyone is long healthcare.

Best Response
12/2/16

in home landlines.

cell phones are just a fad.

Hedge Fund Interview Course

12/2/16

Long VCR, Land Lines, Cable TV, & Taxi's

12/2/16

dude, I already called long on landlines.

you can't just steal another guy's long.

12/2/16

lets let the govt sort this out

12/3/16

no? i called it first

12/5/16

Go long on AOL.

All those grannies who are still paying subscription fees but never use it -- lowering costs.

Brilliant.

12/3/16

Long American eaters hat tip Barbarian Capital (not me) on Twitter

12/4/16

Long on hours.

12/5/16

Pair trade idea: Long West World and short Samurai World

12/5/16

Long Oil, geopolitical risks are rising on Trump's unpredictable foreign policy
Long Defense stocks
Long S&P - decrease corporate taxes, valuations rise

12/5/16

Long gold, for when the government imposed bubbles burst.

12/5/16

Where did you study econ, at Fight Club?

12/5/16

in the next 3 months...... Long Seahawks, short Huskies

WSO's COO (Chief Operating Orangutan) | My story | My Linkedin

12/5/16

long toothpicks, short bleach

I AM THE LIQUOR

12/5/16

long weed in canada

12/5/16

Long resource stocks. Specifically gold right now.

12/5/16

Long gold...in yen terms...
D. Gartman

"Now go get your f'n shinebox!"

12/5/16

human stupidity

12/5/16

We have been selling barrel makers...now that OPEC cut, we don't need nearly as many barrels made to store oil.

12/5/16

Anacott Steel

12/5/16

With the election of Trump, Long GS.

12/5/16

Banks/Financials (post-election)

12/5/16

1) Completions segment within OFS
2) Proppant (Frack Sand)
3) LNG

12/10/16

Any tickers you really like?

12/29/16

None in particular. I could walk you through the investment thesis for the above if you are interested

12/5/16

Long the blonde
Short the red head

12/6/16

Tiger Woods

...Texas is back baby

12/6/16

Bearish on the Yen and waiting to see if 10yr Notes stabilize.

12/6/16

Long Penn State, Long Ohio State, Short Washington, Short Clemson, Short USC and Short the CFP Committee.

12/6/16

Brothel

12/7/16

I hate to play Monday night QB but short Clinton. Long Trump.

Love your neighbor as yourself. The enemy is rarely the men in opposing uniforms.

12/9/16

The Pants Store and Sex Panther mostly

12/9/16
12/9/16
12/14/16
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