Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of Sept. 24-28) – $EQX $KORS $FTR $LOXO $ADI $EKTAY $AVEO $TRUP $PEI

Highlights: Our general investment themes of staying long US equities–including healthcare and technology stocks–short China, short emerging markets, and short obsolete companies, continue to treat us well at Vailshire Partners LP Hedge Fund. I had anticipated an announcement of a new trade agreement between the US and Canada by Friday, September 28th, which would have produced a nice end-of-the-month bounce …

Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of Sept. 17-21) – $CNTE $MKTX $MKC $NKE $CW $CYH $AYX $RLGT

Highlights: The Dow Jones Industrial Average and S&P 500 performed well relative to the technology-heavy NASDAQ last week. Much of the optimism in the former markets was related to hopes of resolving the US-China trade spat. At Vailshire, we are less optimistic of a quick and painless agreement with China and remain generally short Chinese equities, as well as emerging …

Portfolio Changes to Vailshire Partners LP Hedge Fund (Week of Sept. 10-14) – $GSM $ROKU $SSTI $ASNA $AGO $Y

Highlights: After large gains for Vailshire Partners LP hedge fund in August, September has seen renewed tough tariff-talk and Twitter-Induced Volatility (TIV) into the worldwide markets. Our fund remains cautiously long, but in added protection mode to preserve our hard-won gains. The role of central banks and political maneuvering in the markets are unprecedented. I feel, however, that this is …

New Positions in Vailshire Partners LP Hedge Fund (Week of August 13-17) –

It was an exceptionally busy week of trading last week at Vailshire. Our fund remains well-positioned for a strong future performance… whatever comes our way. New LONG position(s) in Vailhsire Partners, LP last week: $ADSK $BP $CDMO $CGC $MKL $TEVA $TEAM $GSM $CBRL Closed LONG position(s): $BKNG $BIDU $NPSNY $SAND $TSG New SHORT position(s):   None. Covered SHORT position(s): $BMY $ED Gross August …

New Positions in Vailshire Partners LP Hedge Fund (Week of August 6-10) – $TMUS $PRLB $MCFT $ASNA $VSI $RNG

New LONG position(s) in Vailhsire Partners, LP last week: $TMUS $PRLB $MCFT $ASNA $VSI $RNG Closed LONG position(s): $JD New SHORT position(s): $DGP $MIDD Covered SHORT position(s): $DISH $COKE Gross August returns (through 8/10/18): 3.8% Gross YTD returns (through 8/10/18): 12.0% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. …

New Positions in Vailshire Partners LP Hedge Fund (Week of July 23-27) – $BIIB $SPLK $TTD

New LONG position(s) in Vailhsire Partners, LP last week: $BIIB $SPLK $TTD Closed LONG position(s): $FB New SHORT position(s): $BMY $CHIX Covered SHORT position(s): $XLV Gross July returns (through 7/27/18): 3.6% Gross YTD returns through 7/27/18: 11.0% ———- Vailshire Partners, LP is an innovative, long/short, healthcare- and technology-focused hedge fund based in Colorado Springs, CO that is managed by Dr. Jeffrey W. Ross. The …

Vailshire Partners LP Sells its Facebook Stake – $FB

Vailshire Partners LP–a long/short, healthcare- and technology-focused hedge fund based in Colorado Springs–sold its entire stake in Facebook today. Dr. Jeffrey W. Ross, the founder and managing director of Vailshire Partners LP and Vailshire Capital Management LLC, explained the reason for his removal of the world’s most popular social media site from his hedge fund’s portfolio: “Facebook has been a …

A Top-Down Approach to Investing in Healthcare – Presented by Dr. Jeffrey W. Ross at #VALUExVail 2018

The following (slightly edited) PowerPoint presentation was given by Dr. Jeffrey W. Ross at #VALUExVail on June 28, 2018. Special thanks to Vitaliy Katsenelson for allowing a “top-down,” trend-following lecture to be presented at a hard-core value investor conference! JeffRossUpdatedVALUExVail2018 The following tickers were briefly presented within the lecture: $IBB $SBIO $CELG $REGN $ILMN $AMGN $BIIB $BMY $GILD $BIB $SLP …

Gilead Sciences: A Coiled Spring.

If you study the following chart, courtesy of Gurufocus.com, you will notice that Gilead Sciences (NASDAQ: GILD) has been stuck in a sideways trading pattern since August 2014. This is unfortunate news for the impatient speculator, but great news for the patient long-haul investor. Let me explain… At Vailshire Capital Management, LLC, we believe that owners of equities should consider …