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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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  • Chanos' bearish call on China: http://seekingalpha.com/n/uit FXI
    about 7 hours ago
  • Byron Wien says there's a >50% chance interest rates will go >4% in 2010 = short TLT, TLH.
    about 7 hours ago
  • AMZN is trading at a PE of 82. That assumes a *lot* of growth for a company that already has a market cap of $56bn.
    about 10 hours ago
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  1. An Insider's View of Commercial Real Estate (10 Comments)
  2. Which Companies Do Business with Iran? (5 Comments)
  3. Bankrate.com's Final Curtain Call Was an Online Advertising Horror Show (5 Comments)
  4. Soros: This is a Bear Market Rally (4 Comments)
  5. Does This Sound Like 'Do No Evil'? (4 Comments)
Posts by Themes
ads, adsense, advertising, aging, android, arpu, asset allocation, banks, behavioural finance, bonds, bonuses, brokers, buffett, CDN, china, Chrome, coffee, cyclicals, demographics, dialup, dollar, earnings, ebooks, economy, emerging markets, fast food, free, gold, Google apps, government policy, healthcare, hedge funds, hosting, housing, inflation, inflows, internet, Internet advertising, internet advertising, iphone, iran, Japan, Kindle, kindle, krugman, long ideas, luxury, madoff, magazines, market,
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