One of the most successful long short hedge funds in recent years. David picks up on many of the themes we see.. qe, japan, us deficits etc..
Here his April 2011 q1 letter to shareholders. Ill try and bring you the Q2 when its released end of july.
The circus will come to Japan.. Several key figures have her on the radar.. its just a matter of time.. price must be our key indicator.. a few outliers with option calls long dated out of the money aren’t bad if you are desire a small BOJ printing position.
54457672-Green-Light-Capital-Q1-Letter
(In the last week or so David has dumped his entire$150m stake in yahoo for a loss. Yahoo losing a court case over some interests in their Chinese assets).