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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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  • Must-read article on VALU: http://bit.ly/4vRYsP
    1 day ago
  • According to Comscore, Black Friday online spending was up 11% y/y. RXI XLY IYC IYK XRT RTH
    2 days ago
  • IWC has underperformed IJH and IVV over the last 12 months. If the dollar continues to fall, that should continue.
    2 days ago
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