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  • Bargain Hunting In Thailand   [View instapost]

    Any other names on your bargain shopper list similar to APWC in value?
    Aug 30, 2015. 06:24 PM | Likes Like |Link to Comment
  • Bargain Hunting In Thailand   [View instapost]
    TTF looked good last week too with a NAV discount past 15%
    Aug 30, 2015. 06:22 PM | Likes Like |Link to Comment
  • M&A Daily: Free Dan Loeb!  [View article]
    Chris, is BHI your favorite of this lot? Maybe in your stocktalks you can highlight these whenever they become extra juicy as was yesterday's opportunity.
    Aug 25, 2015. 04:31 PM | 3 Likes Like |Link to Comment
  • Baxalta - A Rare Opportunity In Rare Diseases  [View article]
    Chris do you suspect this thing closes near 35B, whomever wins the bidding?
    Aug 25, 2015. 05:29 AM | 1 Like Like |Link to Comment
  • SA Biotech Panel Discussion: Buying Amid The Selloff, Pharma M&A, Levered ETFs  [View article]
    Thanks guys. I especially liked the BXLT idea.
    Aug 25, 2015. 04:47 AM | 1 Like Like |Link to Comment
  • One Big China Short (And 4 Little Longs)  [View article]

    Is your continued short bet on YINN a bet on the failings of chinese equities or more of a bet on the idea that levered ETFs cannibalize themselves (even in sideways and especially down trending markets)?
    Aug 25, 2015. 04:21 AM | 1 Like Like |Link to Comment
  • Best Q2 Picks From Top Investors  [View article]

    Are there any publically traded vehicles of highly regarded investors that are at negligible premium to NAV. If so please share some that are on your radar. ;>
    Aug 25, 2015. 04:10 AM | 1 Like Like |Link to Comment
  • 53% Annual Return With Eagle Rock  [View article]

    Is your fund materially in this one? And have you done in recent deal checks to get a sense of how the EROC voting will go?

    Would you add near $1 even if you thought the deal could break?
    Aug 25, 2015. 04:02 AM | 1 Like Like |Link to Comment
  • SFX Entertainment: The House Of Cards Is Collapsing  [View article]
    Down 50% since this article; likely can fall 50% again (and again thereafter).
    Aug 25, 2015. 03:54 AM | 2 Likes Like |Link to Comment
  • Baxalta - A Rare Opportunity In Rare Diseases  [View article]
    Chris do you think the deal will survive if markets stay down into 2016? And if so then today's $30 handle seem to imply a near 50% upside.
    Aug 25, 2015. 03:52 AM | 1 Like Like |Link to Comment
  • Quick Update On Avolon  [View article]
    I'll hold out and even add her for a few more points potentially,
    Aug 2, 2015. 05:38 AM | Likes Like |Link to Comment
  • Best Investment In An Information Source I Have Ever Made  [View instapost]

    Keep doing your thing. Anyone who does any diligence will see how easy it is to recoup their membership and then some. The "then some" part has been very lucrative for many.
    Aug 2, 2015. 05:37 AM | Likes Like |Link to Comment
  • I Slipped Beneath The Waves And Could Not See  [View instapost]

    Chris likely did not know it was against regulation, nor do many of his readers I suspect. Now we do. That's what makes it a funny and useful story. Also it shows, from a first hand account, how asinine the government can be at times and how the private sector can do many things better.
    Jul 11, 2015. 03:33 AM | 2 Likes Like |Link to Comment
  • The #1 Stock In The World  [View article]
    See the link I posted earlier. A 150% VIX move in one day likely would terminate the XIV. But if it doesn't occur in one day then no termination.

    It's suspected a 1987 like event would cause a XIV termination and you would lose 80% right then and there on your XIV position. Note, some have suggested 1987 like events won't occur in a single day again because of stock trading halts nowadays.

    That is the risk if one want to buy and hold XIV. For me it's a small position. I'll take the chance of making 10x over a decade on a single digit percentage of my portfolio knowing that there could be a very rare event that would wipe out that small XIV position.

    Also such an event would hurt your overall portfolio anyhow since many individual stocks dropped 25%-50% on Black Monday. But most of those stocks wouldn't have given one a good chance at a 5x-10X return in under 10 years thus it seems like the risk/ reward on XIV still isn't too bad. It's all about position sizing.
    Jul 11, 2015. 03:23 AM | 2 Likes Like |Link to Comment
  • The #1 Stock In The World  [View article]
    I'm glad you posted and I'm amazed at your network of friends from the present and the past. I imagine your dad and your uncle, amongst others, have similar large and eclectic circles of interesting and intellectual people.
    Jul 11, 2015. 03:16 AM | Likes Like |Link to Comment