Saturday, February 20, 2010

Due to my schedule over the next couple of weeks I am making an abbreviated posting and will update with a more complete posting at some point soon.

Holdings for next week (9):
BIDU TSTC HMIN ISRG GMCR MELI NTY VNR RAX.

Remove half of the hedge (TWM) this week, resulting in a Net-50%-Long allocation

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