Some updates to ongoing investment theses

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 –

Avolon (AVOL) – Aircraft Leasing – LONG –

Fortescue Metals (FMG.AU) – Iron Ore – SHORT

All feedback welcome 😉

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