“For a brave private equity firm there’s an opportunity.” – Colin Sebastian.
“The Internet is the most efficient distribution network ever devised.” – Jim Chanos.
Corsair Capital, the event-driven long-short equity hedge fund, gained 6.6% net during the second quarter, bringing its year-to-date performance to 17.5%. Q2 2021 hedge fund letters, conferences and more According to a copy of the hedge fund's second-quarter letter to investors, a copy of which of ValueWalk has been able to review, the largest contributor 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