Ethan Devine，Indus Capital：做多Yahoo Japan
Arjun Menon，Highbridge：做多韩国KEPCO
Michel Lowy，SC Lowy：做多美国Peabody
Rajesh Sachdeva，Flowering Tree：做多印度Shankara Builing Product
Brandon Lin，SPQ Asia：做多$陌陌
Shashin Shah，Think Investments：做多印度地产板块，Indiabulls Real Estate
Yuet Wei Wan，Wei Capital：做多$长城汽车
Dan Daivd，GeoInvesting：做空$达利食品 （这位去年看中的$德普科技 单日-86%）
James Tu，Nine Masts Capital：做多$微博，$新浪 及新浪可转债
Eashwar Krishnan，Tybourne Capital： 做多英国Rolls-Royce
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Carson Block, "MWH 15 out of 57 stores were out of business" "MWH dividend payment was financed by undisclosed debt"
Carson Block, "they claim to have a 0% tax rate in Macau" Carson Block said Man Wah has many undisclosed debt off book and total debt is at least 48% greater than reportedMuddy Waters sees undisclosed debt, inconsistencies in taxes, dubious growth in Man Wah
Famous short seller @muddywatersre CIO, Carson Block, would talk about $敏华控股(01999)$！！！$恒生指数 $上证指数 $通达集团
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即将登场的是…Muddywaters的布帅！！
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第一位登台的大佬Oasis的Seth Fischer在大赞Sony的复兴计划。目前渣尼在东京的股价瞬间应声…
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乘布帅还没登场 先来预预热。回顾下去年大佬们的表现吧。BFAM建议做多佳兆业债券，GeoInvesting建议做空德普科技，Oasis建议做空日本Cyberdyne…
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还有3天不到 老爷会否先下手为强 对Block发出全球红色通缉?
或者向主办方口头传达精神 在现场失控时果断掐断直播信号??
大讨论：【很像辉山乳业 虽有实体业务，财务却一塌糊涂】 能得到布帅如此高评价的又会是谁???
屏息以待。