Here’s a list of my positions, including our latest purchase from this week…
Here’s a list of my positions, from largest notional to smallest: Longs – Riverbed Cisco Microsoft Google Cypress Nuance Marvell Corning Apple Visteon DBA Ciena Celestica Adtran Shorts – Lender Processing Services SLV GLD Cablevision XLF Live Nation Thanks for reading and thanks for subscribing, eve
Here’s a list of my positions, from largest notional to smallest:
Longs –
- Riverbed
- Cisco
- Microsoft
- Cypress
- Nuance
- Marvell
- Corning
- Apple
- Visteon
- DBA
- Ciena
- Celestica
- Adtran
Shorts –
- Lender Processing Services
- SLV
- GLD
- Cablevision
- XLF
- Live Nation
Thanks for reading and thanks for subscribing, everyone. And I’ll see you here next week.
