30 September 2011

JAT in the Doghouse but not alone

Everyone was beating up on JAT yesterday because they owned most of the MoMo names that are getting killed in this bearish rotation. JAT's 2Q portfolio is down about 25%.... on the longside. Where they are really? je ne sais pas.

Too much China. Too much internet.

I asked the robot to come back with other funds that owned the same names as JAT. The usual suspects. If one sells they all sell.

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