Here’s a list of my positions, both long and short…
Here’s a list of my positions, both long and short, in approximate order from largest notional position to smallest: Longs – Cisco Marvell Google Sandisk Nuance Apple Microsoft Cypress Riverbed DBA Ciena Corning Visteon Adtran Shorts – LPS Wells Fargo Cablevision Live Nation SLV
Here’s a list of my positions, both long and short, in approximate order from largest notional position to smallest:
Longs –
- Cisco
- Marvell
- Sandisk
- Nuance
- Apple
- Microsoft
- Cypress
- Riverbed
- DBA
- Ciena
- Corning
- Visteon
- Adtran
Shorts –
- LPS
- Wells Fargo
- Cablevision
- Live Nation
- SLV
