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 – 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 – SHORThttp://seekingalpha.com/article/3145336-fortescue-metals-group-this-stock-is-living-on-borrowed-time

All feedback welcome 😉

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