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Ghosts of Kariela
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Portfolio in Order of Position SIze: 1. AIG-WT 2. AIG 3. AWLCF 4. GS 5. LUKOY 6. FBRC 7. SPE Long Positions:BAC-WTA, FAIRX, FOCIX, AVGR.IL, KHOLY, Short Positions: STPFQ (Long Put) Potential Longs: BAC, SHLD, JCP, Potential Shorts: HLF, TSLA, LDK Nikhil Kumar

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  • Long Avangardco, not the ADR, but the UK listed AVGR.IL $AGVDY
    Apr 8, 2014
  • $OUTR in for the odd lot tender, if the dutch auction goes at high range it should be around 7% gain
    Mar 5, 2014
  • $MWSWF Out at around 5% loss, Mai Mai Rebels in Katanga province is concerning, given mine's proximity to the region as a whole
    Mar 5, 2014
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