S. Raj Rajagopal has provided a guest post outlining his argument for a short position in Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B). Raj is an MBA student at Johnson Graduate School of Management at Cornell University graduating in May this year. He has worked as a portfolio manager at the Cayuga Fund, LLC, the Johnson Graduate School’s $12M hedge fund, and [...]
Archive for the ‘Short’ Category
Guest post: The short case for Berkshire Hathaway Inc. (NYSE:BRK.A, BRK.B)
Posted in About, Short, Stocks, Value Investment, Warren Buffett, tagged Berkshire Hathaway Inc. (NYSE:BRK.A), Berkshire Hathaway Inc. (NYSE:BRK.B), Short on March 16, 2010 | 28 Comments »
Special situation: Short Genaera Corporation (NASDAQ:GENR)
Posted in Genaera Corporation (NASDAQ:GENR), Short, Special Situation, tagged Genaera Corporation (NASDAQ:GENR), Liquidating Value, Liquidation, Short on April 30, 2009 | 2 Comments »
Genaera Corporation (NASDAQ:GENR) is a first for us: a short play. The company has announced that the board of directors has approved a Plan of Liquidation and Dissolution forecasting distributions of between $0.002 and $0.0173 per share contingent on a sale of its assets. We believe the most likely outcome to be a distribution of [...]

