This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Wednesday, April 24, 2013
Jim Chanos on CNBC
Jim Chanos was on CNBC today discussing a wide range of topics. In this first video he discusses his short thesis on China and some of his shorts that are China related (steel, mining, etc.).
Chanos also discloses his largest long positions: Sandisk, Deere, KKR, and VMWare. He goes onto warn viewers that those longs are mostly to offshet shorts so he would not encourage folks to follow him blindly into some of the investments since they are only getting half of the picture.
In the next video he goes on to discuss his short positions in Dell and Hewlett-Packard. He says they have a small long position in Samsung and Apple and are held against some good sized short positions in Dell and Hewlett-Packard.
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