January 2011
January 28, 2011 –
It might be a good time to buy a few SVNT shares. SVNT shares are currently one of the larger positions of my "fund" (see here). There are currently 15460 SVNT shares in the fund with break-even of around 9.49 USD. [more]
January 27, 2011 –
I will post the trades I make and some performance statistics. I will add a list showing all trades or some "background information" related to the trades occasionally. [more]
January 25, 2011 –
I think it might be a good idea to buy a few MNTA shares today. MNTA shares are currently one of the larger positions of my "fund" (see here). There are currently 13800 MNTA shares in the fund with break-even of around 15.45 USD.
January 18, 2011 –
Time for the next step. As I think my "virtual hedge fund" (see here) is doing alright and about as well as my portfolio (see here) I will from now on keep my portfolio close to my "virtual hedge fund". I will no longer post my portfolio trades, you can simply assume that the portfolio will approach a smaller version of the "hedge fund portfolio". The next step will be doubling the portfolio value a few times (via "fresh money" addition and clever trading, hehe ...) to get it to around 2 million EUR. Then I might think about adding some family and friends money and start a real hedge fund, hehe ... [more]
January 17, 2011 –
MorphoSys (MOR:GY) is one of my favourite biopharmaceutical companies. It might be a good idea to consider buying a few shares (If you want to buy/sell shares you should buy/sell them via Xetra or the Frankfurt stock exchange.). [more]
January 13, 2011 –
EMC call options/warrents and EMC shares were my largest position a few months ago (see for example comment #54 here). That is no longer the case (see here). If you did "follow" my "advice" and bought EMC call options/warrents you might want to consider selling a few of those now ... [more]
January 12, 2011 –
I will post the trades I make and some performance statistics. I will add a list showing all trades or some "background information" related to the trades occasionally. [more]
January 12, 2011 –
update of the usual figure displaying the S&P 500 index (see this post). [more]
January 09, 2011 –
Why starting to "follow my calls" (or continuing to do so) might be a good idea. [more]
January 07, 2011 –
I think I like ZIOP. I am not as sure as I usually am (hehe) though, so you might want to consider buying a few shares a little less intensely than you usually do after reading similar posts by me ...
January 07, 2011 –
current top20 long positions. [more]
January 03, 2011 –
My #1 stock recommendation for 2011 is DSCOD (DSCO). I currently have 8600 DSCOD shares in my portfolio (a 9.2% position, see this post). My "fund" currently "holds" a little over 2% of the outstanding shares (see this post). A recent post on DSCO(D) is here. [more]
January 01, 2011 –
update of the usual figure displaying the S&P 500 index (see this post). [more]