“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 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.