Arcam AB fka AMAVF

[GCostanza]

OK I can respect that, and I do recall you being right on this one as well as a few others for the short term trades. I know you do not have a long term horizon but I do think this one you will find to be very strong over the next few years. I got in early so am not too hurt by the very poor 2014 but trying to time never seems to work for me. Just wish I would have re evaluated the fundamentals as looking back it is obvious to see that it was stretched to very unrealistic numbers.

I would be curious to hear any companies you are positive on, or do you only go with short positions? From what is visible on here you do seem to have a good record with the shorts