Yahoo (YHOO) was by far my largest holding on the long side for the better part of all 2014. I had a fairly simple (and somewhat consensus) view: that the core search business, weak as it was, was largely immaterial to the stock's prospects before the Alibaba IPO; that excitement would build regarding Alibaba's valuation … Continue reading Yahoo: Marissa Mayer’s clock is ticking (and that’s a good thing for shareholders)

No commentaries for a while, I know - I have been planning my wedding! However here are a few updates to ongoing investments I am still involved in: Elizabeth Arden (RDEN) - Cosmetics/Beauty - SHORT - http://seekingalpha.com/article/3165586-elizabeth-arden-the-business-could-be-bottoming-but-will-it-ever-bounce Avolon (AVOL) - Aircraft Leasing - LONG - http://seekingalpha.com/article/3152756-avolon-update-impressive-q1-execution-valuation-gap-vs-peers-will-continue-to-narrow Fortescue Metals (FMG.AU) - Iron Ore - SHORT - … Continue reading Some updates to ongoing investment theses