I was on CNBC this afternoon, talking about BP and what we call “Panicked Headline Investing”: During the segment, I discussed buying Jeffries and Netflix (and debated the latter, which reports earnings on Tuesday, with my friend Herb Greenberg), and warned viewers that not all beaten down stocks with toxic headlines are good buys – for example, we are still short Nokia, RIMM and First Solar.
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