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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Thursday, October 10, 2013
Jim Chanos CNBC #2
In this clip he talks about Amazon and cloud computing and discloses that he is long Workday (WDAY) as an offset to a short in the space that is "an accounting nightmare" he didn't disclose the name but I suspect it might be Salesforce.com (CRM):
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