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Hedged In's  Instablog

I'm a (for now anonymous) manager of a long-short fund which is not open to external investors. I have extensive experience on Wall Street and in the technology industry. I look for strong trends and reasonable valuations (GARP?), particularly in the technology and media sectors. Recently, for... More
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  • The timing of GOOG's news about its phone is not a coincidence: it's calculated to deter people from buying an AAPL iPhone for the holidays.
    3 days ago
  • Will GOOG's attempt to change the telco-equipment-vendor relationship be like its attempt to change the way IPOs are done, ie. a failure?
    3 days ago
  • For the gold bugs: Did you know that ICF is up y/y more than GLD, IAU, SGOL? And that's despite the looming commercial real estate meltdown.
    4 days ago
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  4. Soros: This is a Bear Market Rally (4 Comments)
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