MLF Investments - Sitting Short and Pretty

The 13Fs are trickling in, and I will be updating the portfolios shortly. A manager I was interested in checking out is MLF Investments run by Matt Feshbach - one of the most famous short sellers in history. I penned an article about his fund earlier this year titled "A long only short seller that probably wished he was short".

He holds only four stocks in his fund, and all four have been getting pummeled. I was curious if he had sold out of any, or if he would have ridden them all the way down. With the exception of selling out half of La Z Boy (LZB), he still holds Ambassadors (AMIE) with HALF his fund's assets. I am almost convinced that he is really short these companies - any readers invest with MLF?

Honestly, they look like four of the prettiest short charts I have ever seen. . .

Comments

[jerry parker:]

instead of speculating and also waiting for 13Fs, why not just get his performance? if what you're saying is true about 4 stocks, it should be very well reflected in his fund performance #'s. most dbase have this information for mgrs who are managing funds. good luck on your search. will be interesting to see your conclusion vs. your hunch.

2007 Nov 19 10:10 AM

[50 Cent 50:]

dude, I thought this was a MILF! Why is someone wasting our time?

2007 Nov 19 04:00 PM

[yardbird:]

Matt is long these stocks. He looked smart last year, but now he's choking. I bet his fund gets decimated by withdrawals. Smoked.

2007 Dec 13 10:58 AM