Valeant: Position Crowding, Intrinsic Value – an Update20160608130525

Valeant: Position Crowding, Intrinsic Value – an Update

Barbara NadelJune 8, 2016, 0 comments
In January, we wrote a post on Position Crowding and Valeant – the poster child in 2015 for a crowded hedge fund name.  One of the points we made w...
Position Crowding and Valeant20160130204022

Position Crowding and Valeant

Mathias Mamou-ManiJanuary 30, 20160 comments
Position crowding is when a bunch of similar investors own a stock.  When those investors rush for the exits at the same time, the price drops a lot ...