DMJenay

1 Comment

    • ON: Thu Jun 26th 17:41 PM
      Commented on:
      Hedge Fund Tracking: Blue Ridge Capital (John A. Griffin)
      Always enjoy reading these. Thank you.

      Quick question: could one of the "puzzling" long positions that you mentioned just be short-covering? In other words, if he was heavily short the bond insurers and then covered some of his position, we would only see the long.

      Thanks again
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