Love to short

Investing in a Resource-Constrained World (Part IV)

Mark,

Your long history of articles on FSLR is nothing short of lunacy. You have been obsessed with this tellerium shortage for so long, and have lost a lot of money betting on it. Although you have some merit in many of your points, and your research findings are pretty interesting, you regularly contradict yourself.

Here is the best part...

I remember in the many articles you have written previously that you were shorting FSLR, will continue to short FSLR until it goes to zero. You were convinced that FSLR was going to crash. And now you say in this post "At this time I do not even own FSLR short positions and have nothing to gain if FSLR suddenly collapses tomorrow." Why dont you own it now? Its because you first started shorting the stock around 140, which means you have probably gotten 100 margin calls, and your investment is now worth zero now that the stock has more than doubled.

So you have officially lost your right to write about FSLR in the future.

The Long Cases On Apollo Group and Mosaic Going Into Earnings

Both MOS and APOL are up huge this morning, great call on both plays. Cheers

The Long Cases On Apollo Group and Mosaic Going Into Earnings

A really solid article. I agree with you on APOL, and will be long the stock heading into earnings. MOS, although you may be right with your long bias, there is really no room for error with the stock having run up so much, and so the risk/reward seems unfavorable. I will likely sit on the sidelines for this one. Again, great in-depth options analysis.