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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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  • AAPL's tablet will kill the market for e-book readers. Wait for the hit to AMZN, BKS, SNE.
    about 10 hours ago
  • Comparing the China ETFs - FXI GXC PGJ HAO. Wondering which is best.
    about 21 hours ago
  • If there was a Greece ETF, you wouldn't want to own it now. If you're looking for shorts, check out NBG.
    1 day ago
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