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✍️ Getting Tactical with Nasdaq-100 ($QQQ): Valuation Disconnected via its  Cost of Capital
✍️ Getting Tactical with Nasdaq-100 ($QQQ): Valuation Disconnected via its Cost of Capital

Bill Ackman: Investors Should Focus On A Small Number Of High-Conviction  Investments | The Acquirer's Multiple®
Bill Ackman: Investors Should Focus On A Small Number Of High-Conviction Investments | The Acquirer's Multiple®

Trading the curve - Credit from Macro to Micro
Trading the curve - Credit from Macro to Micro

Conviction | ...white shorts, white knee-high socks and blac… | Flickr
Conviction | ...white shorts, white knee-high socks and blac… | Flickr

Canopy Growth Is A High-Conviction Short: Shareholders Were Diluted 50% And  Didn't Notice (NASDAQ:CGC) | Seeking Alpha
Canopy Growth Is A High-Conviction Short: Shareholders Were Diluted 50% And Didn't Notice (NASDAQ:CGC) | Seeking Alpha

Gary Black on X: "Our new Long/Short ETF uses the same bottom-up  fundamental research process to select shorts that we use for our longs,  allowing us to add alpha on both sides
Gary Black on X: "Our new Long/Short ETF uses the same bottom-up fundamental research process to select shorts that we use for our longs, allowing us to add alpha on both sides

A high-conviction long/short strategy for diversified returns and growth «  ROGER MONTGOMERY
A high-conviction long/short strategy for diversified returns and growth « ROGER MONTGOMERY

The Longest Unprofitable Short I've Ever Seen.'
The Longest Unprofitable Short I've Ever Seen.'

Most shorted ahead of earnings
Most shorted ahead of earnings

High Conviction Investment Porfolios | KAR
High Conviction Investment Porfolios | KAR

How to Use Short-Term Bonds in a Portfolio | Morningstar
How to Use Short-Term Bonds in a Portfolio | Morningstar

Tara Hariharan on LinkedIn: #techstocks #fed #boj #yuan #globalmacro
Tara Hariharan on LinkedIn: #techstocks #fed #boj #yuan #globalmacro

Most shorted ahead of earnings
Most shorted ahead of earnings

Anti-Ark ETF Plan Caps a Bad Stretch for Cathie Wood's Funds - Bloomberg
Anti-Ark ETF Plan Caps a Bad Stretch for Cathie Wood's Funds - Bloomberg

High Conviction Pairs Trade: Short Tesla Motors And Buy Exide Technologies,  The Sequel | Seeking Alpha
High Conviction Pairs Trade: Short Tesla Motors And Buy Exide Technologies, The Sequel | Seeking Alpha

What does High Conviction mean? | The Inside Investor
What does High Conviction mean? | The Inside Investor

American short sellers continue their streak in August
American short sellers continue their streak in August

Quants Corner: ClearMacro the impact of trade war tariffs
Quants Corner: ClearMacro the impact of trade war tariffs

High Conviction Investment Porfolios | KAR
High Conviction Investment Porfolios | KAR

A high-conviction long/short strategy for diversified returns and growth «  ROGER MONTGOMERY
A high-conviction long/short strategy for diversified returns and growth « ROGER MONTGOMERY

American short sellers continue their streak in August
American short sellers continue their streak in August

Druckenmiller's Only 'High Conviction Trade': Short The "Weaponized"  Dollar; having helped George Soros break the Bank of England in 1992, the  billionaire said at an event hosted by the Norwegian sovereign wealth
Druckenmiller's Only 'High Conviction Trade': Short The "Weaponized" Dollar; having helped George Soros break the Bank of England in 1992, the billionaire said at an event hosted by the Norwegian sovereign wealth

2017 High Conviction Shorts | Seeking Alpha
2017 High Conviction Shorts | Seeking Alpha

High Conviction: A 'Stunningly Cheap' Telecom Stock (NASDAQ:IQNT) | Seeking  Alpha
High Conviction: A 'Stunningly Cheap' Telecom Stock (NASDAQ:IQNT) | Seeking Alpha