Seeking Alpha

East 72 Quarterly Report Period To December 31, 2018

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About: AerCap Holdings N.V. (AER), EXOSF, EXXRF, AAPL, VIRT, TSLA, Includes: BCCVY, BCVVF, GS, KKR
by: Fund Letters
Summary

East 72 Holdings Limited was formed in May 2016 as a result of the recapitalisation of the NSX listed shell company Australian Premier Finance Holdings Limited.

E72 is a leveraged investment company and holds or intends to hold stock index futures, index CFDs, currency and commodity and other derivatives; listed equities in Australia; selected listed equities overseas; CFDs or other exposures in non-Australian companies; short sale exposures to selected Australian and overseas companies.

Includes detailed analysis of East 72's positions in TSLA, AER, EXOSF, EXXRF, AAPL, VIRT.

We have significantly increased our equity exposure over the past four months. We may have moved a little early in some areas, but feel there has been genuine panic in certain sectors.