Pulling a "Crazy Ivan"... now going short $HLF. #Ackman #ProfitTaking #RedOctober
More from Jeff Dorman, CFA
Jeff Dorman, CFA, Blockchain Industries Inc.
Like most people, I spend the bulk of my time talking to people that I already know, or with people who were introduced to me by people that I already know. That's the best way to ensure my time is spent with people that I value, or at the very ...
Dec 14, 2016
Jeff Dorman, CFA, Blockchain Industries Inc.
This post was written and posted to the Harvest Exchange Blog . Track the Harvest Exchange Blog for more narratives about content marketing, fund raising, lead generation and investor communication . In 2012, I was the head trader for Brencourt, a ...
Jul 11, 2016
Jeff Dorman, CFA, Blockchain Industries Inc.
Ok... so I may not be a "regular" investor... I spent 15 years working at investment banks, on trading desks, and at hedge funds. But that's exactly the point. For 15 years I was operating 'on the inside', always watching every tick, waking up at ...
Jan 21, 2016
Jeff Dorman, CFA, Blockchain Industries Inc.
Hadn't seen this before. Looks like a new ETF called $BITE. I'm not exactly sure what the appetite (pun intended) is for a restaurant ETF though. When I first saw this article I thought it was going to be a collection of newly public restaurants, ...
Oct 29, 2015
Jeff Dorman, CFA, Blockchain Industries Inc.
My mom is 68 years old, retired, and lives alone. She just sold her house in Utah and is moving to Florida. She is starting a new life, flush with cash and no other assets, and is trying to answer the same question many retirees ask: How much can I ...
Jul 13, 2015
Jeff Dorman, CFA, Blockchain Industries Inc.
The penny stock that made a lot of Harvest portfolios money on the short side, made the real-life perpetrator $300mm. But now he's been arrested and likely going to jail. For the record, this was my best trade in $CYNK: http://hvst.co/1GpGbF6 That ...
Jun 24, 2015
Jeff Dorman, CFA, Blockchain Industries Inc.
I'm attending a "Hedge Fund Marketing" event today hosted by Bloomberg. Standing room only... Probably 250 hedge funds here and I was told hundreds others signed up too late and couldn't get in. A few funny things about this, from my perspective as ...
Jun 02, 2015
Jeff Dorman, CFA, Blockchain Industries Inc.
I'm up 15% YTD and ranked #53, but I'm struggling to find the next good idea. I made most of my money so far this year short $GPRO and long $OCN and $JBLU. Point out some of your best ideas and I'll co-invest with you (or at least track your idea ...
Mar 17, 2015
Jeff Dorman, CFA, Blockchain Industries Inc.
Even though I'm part of the team building Harvest, I'm still learning the best ways to use Harvest just like many of you are. But I love posting freely about stocks, finance, and business to those who actually care, versus other platforms where the ...
Feb 06, 2015
Jeff Dorman, CFA, Blockchain Industries Inc.
For those that have been following me (or care), I've been riding a large short position in $GPRO for awhile (working), and large longs in $EXXI and $GM (not working, classic value trap). These have driven most of my performance. But I've also been ...
Dec 08, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
I spent years learning about valuing companies, and yet I learned almost nothing about investing. On paper, I am very qualified and prepared to manage my own finances. I majored in Finance and Economics and later became a Certified Financial ...
Aug 18, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
Very concise, easy to read summary of #Argentina debt default. Well done $NYT
http://hvst.co/1m4SEDV
Aug 01, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
Here we go again. When I was a kid, and we'd take a roller coaster at Cedar Point, right before we went over the edge of the first hill my dad would say "What goes up must come down". It's simple, but true... but the roller coasters ran on a ...
Jul 23, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
CYNK halted til July 24th... guess all of us who are short will have to wait a few weeks for it to normalize to $0. http://hvst.co/1oKS8gd
Jul 11, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
This is really interesting. The smart guys at ETF Issuer Solutions are launching a "Short Squeeze" #ETF called $SQZZ. http://hvst.co/1qiA69R They haven't selected a sub-advisor yet to manage the fund (or at least haven't revealed who it is), but ...
Jun 27, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
Wait, why am I long anything right now? I love how throughout the 1st half of 2013 everyone talked about hockey stick recovery in 2014, causing the market to rise 35-40% in anticipation of strong 2014 growth. Yet now when 1Q14 GDP comes out ...
Jun 26, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
http://hvst.co/USjUPE
Amazing. Chapter 22 (that's Chapter 11 + Chapter 11).
Jun 20, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
This is great... You can buy "Burrito Bonds". Help fuel the growth of a fast food chain and get free burritos. http://hvst.co/UHTfot
Jun 17, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
The first time I lost $1 million... sadly wasn't the last time.
Jun 11, 2014
Jeff Dorman, CFA, Blockchain Industries Inc.
For those that follow me... keep your eye on View The Space: http://hvst.co/SLKecV Private company, but I'm sure you'll see them go public in the next year or two. They have real backing from VC and it's an incredible tool for commercial real ...
May 27, 2014
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