发布于: 雪球转发:3回复:6喜欢:0
One year anniversary of the our original $凡利亚药品国际(VRX)$ piece. some pretty good calls @王家没大院 1) long bonds short stock - 80%+ return 2) Ackman fired Pearson and exited at a loss 3) Papa still dont have the path forward 4) Political environment proves to be difficult
引用:
2016-06-13 06:33
VRX的故事最近我持续地关注着,很明显我可以感觉到圈内人饶有兴致的讨论和无处不在的新闻。前文我提到过Long债+Short股的策略,看起来利润率不错,债权涨了7~10个点同时股价从33继续下探至24。另外一个策略:做空类似公司(ENDP远藤制药)也取得了不错的收益, 从33元下跌到了16。(原文在此:Valea...

全部讨论

2017-03-19 02:38

我的一大策略失误是当时没有long bonds,去long了equity

2017-03-19 01:52

VRX , GAME OVER

2017-03-19 00:56

Also 5) $远藤国际制药(ENDP)$ short trade worked well also.

2017-03-18 12:31

genius!great work!