Portfolio Update: More Chips A brief synopsis before I begin. In late December, it started becoming obvious that group think fortified by...
Portfolio Update: How Long Is Too Long? On our last episode I was just beginning to build back into our long positions, taking a position in NFLX, and...
Portfolio Update: The Persistent Shuffle We came into January with a 200% long position based on a confidence that nearly everybody had the market wrong at the...