Kyle Bass
, the founder of hedge fund Hayman Advisors, has been very
bearish and sold almost all of his long positions at the end of
2011. His views must have changed lately as he bought into many
new positions. It is interesting that he bought a lot of
technology stocks such as telecom equipment maker Alcatel and
Tellabs, online job site Monster and the most storied Yahoo! Etc.
As of 03/31/2012, Hayman Advisors owns 13 stocks with a total
value of $143 million. These are the details of the buys and
sells.
Dear Mr Bass
ReplyDeleteWhat doyou think about Alcatel Lucent? I know you bought a lot of shares at about 1.70 US$ Average price...Now all the Analysts say "SEll" or reduced their Price Target to around 1 US$ (70% less)...what do you think?...Do you still think it's a buy?
Thanks and regards
Giorgio
Hi, try to post your questions in this forum. I know it is brand new, but there are very professional analysts and I think they will answer you.
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