Highlights: Innovative technology and healthcare companies led the charge last week. Moderate position turnover occurred in Vailshire Partners, LP during the week of August 20-24. The fund continues to handily outperform the S&P 500 in 2018. New LONG position(s) in Vailshire Partners, LP last week: $CRM $ESPR long-dated calls $ELY Closed LONG position(s): None. New SHORT position(s): $TIVO $FTR $XPP $F Covered …
Is the Technology Tide Shifting Eastward?
China has 4 times the population of the US, and 10 times the number of technology employees. Forecast: The US will become victims of their own under-investment. (Source: AngelList) #STEM #Vailshire