Tag: Trading

Trading
CapEx Team

CHINA

Hat tip to my buddy John Winsell Davies for sharing this with me. The China H-shares index is now trading at levels last seen in the immediate aftermath of Lehman in Q4 2008. There are a lot of companies that have been thrown out of the bath with the water.

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Harris Kupperman On Trading Crisis Events
Podcast
Chris MacIntosh

Harris Kupperman of Praetorian Capital

Today I have for you a recorded conversation with Harris Kupperman (Kuppy), a friend of mine who manages Praetorian Capital, a Florida-based hedge fund. Kuppy is one of a clutch of guys who I call on to stress test my views and vice versa. Sometimes we disagree, though more often than

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Horse rider
Financial Markets
Chris MacIntosh

You Stupid, Stupid Boy! (Education of an Investor)

Teenagers do stupid things. I speak from authority. Freshly entering pimple-faced territory I had the opportunity to spend some time with a girl who made me weak at the knees. She was everything that my hormone soaked brain wanted. She was also incidentally the owner of and an accomplished rider

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Terminator
Venture Capital and Private Equity
Chris MacIntosh

Are You Investing Like the Terminator? You Should Be!

When robots eventually take over this planet, killing us all (save a small group singled out to be used as slaves, and thrown into a big brother style environment with live streamed cage fights to the death), or possibly used in lab tests, you can bet that they won’t feel

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Value in France – Who Would have Thought?

Nowadays France is better known as the country which has managed to take incomprehensible, anti-growth, anti-sanity, bureaucratic policies, layer them on top of existing, mind-numbing socialist stupidity and have their citizens think it all as ordinary as chocolate cake. It’s enough to induce a guy to reach for Xanax, if

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The Importance of Buying Lots of Time

Early in 2012 I noted how cheap Royal Dutch Shell (RDSA) appeared. Certainly the stock looked cheap, though when trading options I need more than just a cheap stock. Importantly, in this instance the availability of ultra-long term December 2016 expiration options (trading on the Amsterdam exchange) also seemed cheap,

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Is Crude Setting Up for Something Big?

Our friend and colleague Harris Kupperman recently wrote an article about Kashagan and the massive delays being enjoyed by this particular project. The problem is that Kashagan is a poster child for the sector as a whole. This isn’t an anomaly. Let me copy a few key paragraphs from his

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Personal Insights from a Global Hedge Fund Trader

This week Brad discusses his view on short and long term trading ideas, and outlines the criteria he uses to screen the companies. If you have any questions, thoughts or comments for Brad feel free to drop them here. Brad is a trading veteran with 20+ years of experience under

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