Below is a spreadsheet that highlights the changes to Jim Chanos' Kynikos US long stock
portfolio as of Q4
2013:
As Kynikos is focused on short-selling, his long positions covered in the 13F are probably hedged. Jim Chanos is a well known short-seller (Enron fame) who has successfully shorted stocks since his firm's inception in 1985. His strategy is primarily based on uncovering failings of businesses that are not yet in the public domain. For an introduction to short-selling, check-out the book "Short Stories from the Stock Market: Uncovering Common Themes Behind Falling Stocks to Find Uncommon Short Ideas".
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
As Kynikos is focused on short-selling, his long positions covered in the 13F are probably hedged. Jim Chanos is a well known short-seller (Enron fame) who has successfully shorted stocks since his firm's inception in 1985. His strategy is primarily based on uncovering failings of businesses that are not yet in the public domain. For an introduction to short-selling, check-out the book "Short Stories from the Stock Market: Uncovering Common Themes Behind Falling Stocks to Find Uncommon Short Ideas".
To learn more about how to profit from a strategy of cloning hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy.
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