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DrillaHill

04/16/14 11:35 AM

#3166 RE: GusGold #3162

DiscoveryCapitalManagement Flagship Fund Down 9.3% in March

maybe part of clean up the portfolio..

online.wsj.com/news/articles/SB10001424052702303847804579479620162809770

Most of Discovery's losses in its equities portfolio stemmed from its bets that certain stocks would rise, including Facebook Inc., FB -0.66% Amazon.com Inc. AMZN +0.39% and eBay Inc., EBAY +0.93% according to the people. But each of Discovery's short positions, or bets that stocks would fall, moved against the fund, too

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