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Wilson Wang's  Instablog

Wilson Wang
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Value investor looking for special situations. I look for asymmetric bets where there's a significant amount of margin of safety. Focused on distressed equities and special situations. CFA level III Candiate. Series 65.

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  • $YHOO 's whole market cap is the 24% stake in Alibaba. That's not including the Yahoo japan stake... At current prices, stock should be 45
    about 3 hours ago
  • Peter Misek is probably one of the worst Wall Street Analysts I've ever seen my whole life. http://bit.ly/1lKDvJa
    3 days ago
  • $CMG, only way for companies like Chipotle to control margins effectively is to grow their own supplies. Short $CMG.
    3 days ago
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