GameStop Future Seen in Private Equity: Jim Chanos and Other Shorts Disagree

Quotes:

“For a brave private equity firm there’s an opportunity.” – Colin Sebastian.

“The Internet is the most efficient distribution network ever devised.” –  Jim Chanos.

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More


“And as the cost of transmitting and storing a bit approaches zero, anybody that’s in the business of selling you a physical product that is digitized has seen their margins just completely collapse over time.” – Jim Chanos.

“Everybody is looking for the next easy short.” – Stephen F. Roseman.

“GameStop is gradually getting into the digital space and becoming more relevant that way.” – Arvind Bhatia.

Link to full piece:  http://www.businessweek.com/news/2011-12-06/gamestop-future-seen-in-private-equity-as-shorts-climb-real-m-a.html