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这个对冲基金是高度集中的。这也是打印钱。
Jamie Sterne的Skye Global在亚马逊和几个其他技术股上有一个巨大的赌注 - 它正在享受您的价格。是否有价值的浓度？
Jeff Bezos had an early Halloween message for Skye Global Management:Boo!Skye Global Management’s most recent government filings show that Amazon.com accounts for more than a quarter of the hedge fund’s U.S. long stock positions.On October 24, Bezos’s online money-making machine spooked investors, posting third-quarter profits down a sharp 26 percent,