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Archive of entries posted on November 2015

Disasters rehabilitated? A new S&P500 benchmark

Favorite short from the Robin Hood Conference. Weird trading pattern. It dropped as the talented speaker, Anthony Bozza of Lakewood Capital, explained the disaster that was Universal Insurance Holdings (UVE), then bounced, then dropped. Probably still a good short — but the company’s now widely known as a disaster and that could cause things like […]