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  • Closing Our Long QIWI Position

    On April 29th we suggested getting long QIWI. The stock closed at 28.48 that day. The stock has rallied 67% since that date. We don't believe that the valuation is so compelling at these levels and are therefore closing out our position.

    Tags: QIWI
    Jun 10 4:21 AM | Link | Comment!
  • Market Looking Overbought

    Whilst I still have many attractively priced stocks in my portfolio, I am reducing my next exposure significantly as I believe the market is getting overbought at these levels.

    Jun 09 2:09 PM | Link | Comment!
  • Closing My AstraZeneca And Long Pfizer Position

    Deal not happening for now. Closing out all positions for a tiny loss.

    Tags: PFE, AZN
    May 27 11:20 AM | Link | Comment!
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