My Bearish Bent Is Starting To Pay Off

#VC & Technology

Comments (Archived):

  1. Jack Smith

    Fred, nice work. However, I’m curious: are you being ironic when you say ‘bearish bent’? From the looks of it, your portfolio is anything but bearish — all long, with the largest position being GOOG, the favorite mega-bull-momentum stock of the moment. The only thing that could make your portfolio more bullish from here would be to add BIDU!

    1. fredwilson

      i call it “bearish” because its full of gold, silver, and oil plays

  2. howardlindzon

    you are welcome for gld and slw 🙂

    1. fredwilson

      thank you howard. when can i follow you on covestor. i think i would buy more of your stocks that way

  3. howardlindzon

    i am concerned because I am an advisor and hedge fund manager, but working on it this week to see for sure. See you in the big apple