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CRYPTO - Supply and Demand
From Xero to Hero
June 2017: Tech valuations and Wix, Paysafe and Wesfarmers
April 2017: Hedging, Sears and Fiat.
March 2017: Genetic Engineering and Elliott vs BHP.
February 2017: Crude, rates and market timing.
January 2017: The Economic Consequences of Trump Tax.
December 2016: Shifting Vol and Crash timing.
November 2016: Trump, macro and Navios.
October 2016: Shorts in GoPro, Pandora Media, and a macro repositioning.
September 2016: Deutsche, hedging and biotech rebalancing.
August 2016: All about cash plus our favourite refiner.
July 2016: Brexit, our first investments and the state of the market.
Long thesis on bluebird bio
Business Insider interview on Tesla
Full answers to questions from Business Insider / SumZero
Short recommendation on Valeant Pharmaceuticals