* Market structure changes (to passive investing) have put value investors out of business... I wasn't being facetious about this tweet: https://www.twitter.com/DougKass/status/1975168339921027393 The long side is all ab…
Read in context ›Winnebago Industries Stock (WGO)
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Articles
9 articlesDaily Diary Mentions
30 mentionsValue Investing Has Been Defeated... For Now Things I Did Today Here are today's things: * I shorted the indices earlier in the day and covered on the late day dip - SPY (short $628.67/covered $628.48) and QQQ (shorted $562.38/covered 563.30). * On the rally I shorted more SPY/QQQ ca…
Read in context ›Reducing 3 Shorts I am further reducing my WGO , RILY and SNBR shorts.
Read in context ›Listing My Long and Short Holdings In the interest of transparency (and having a holding list in one convenient location!), here is a partial list of my long and short holdings in my hedge fund, Seabreeze Partners. This list is not all inclusive and exclu…
Read in context ›Winnebago Drops as Guidance Is a Clunker No drama investment short Winnebago WGO is down by another -7% today after its EPS call and disappointing guidance: Winnebago reports Q3 adjusted EPS 81c, consensus 79c Reports Q3 revenue $775.1M, consensus $774.81M. "Ou…
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