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What We Are Thinking: November 22, 2011

by on 23. Nov, 2011 in All Posts, Group Discussions, What We're Thinking

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APPLE 4Q UNIT ESTIMATES

by on 21. Nov, 2011 in All Posts, Group Discussions, Investments in Tech, Telecom & Media

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APPLE – REVISED / Apologies

by on 21. Nov, 2011 in All Posts, Group Discussions, Investments in Tech, Telecom & Media

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NEW LONG POSITION: INTUITIVE SURGICAL

by on 21. Nov, 2011 in All Posts, Group Discussions, Investments in Tech, Telecom & Media

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TENCENT SPECIAL

by on 21. Nov, 2011 in All Posts, Group Discussions, Investments in Tech, Telecom & Media

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IRIDIUM SPECIAL

by on 17. Nov, 2011 in All Posts, Group Discussions, Investments in Tech, Telecom & Media

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51JOB SPECIAL

by on 17. Nov, 2011 in All Posts, Group Discussions, Investments in Tech, Telecom & Media

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