Today I’m going to pitch you two ideas.
Nice find
Good stuff mate.
Thanks for sharing, super interesting:
Within the position, what percentage have you allocated to the long and how much to the short, and why?
I've equal weighted both. There's an argument to weighting the credit more heavily, but I want full coverage on the short side in case the business implodes and both securities go to 0.
Nice find
Good stuff mate.
Thanks for sharing, super interesting:
Within the position, what percentage have you allocated to the long and how much to the short, and why?
I've equal weighted both. There's an argument to weighting the credit more heavily, but I want full coverage on the short side in case the business implodes and both securities go to 0.