Member Info for hey_arnold

You wont if the US market tanks, which it looks like it might. As oil will follow it.

Have a look at what happened to the Nasdaq. It appears their is correlation currently.

The story of high street retail moving online continues to play out. ASOS is best placed to capture this. I will sell my next tranche at 6000.

I'm long and will sit this one out, always a bit risky into the weekend, but LT holder.

Defo slightly suspect that Odey suddenly starts increasing his short right before this happens.

Early update ? Lol

Before half the idiots on here tear into me, I am long in size with boohoo.

Odey is a perma bear. The point of the fund is to provide people the opportunity to get short exposure. in a rising market they are obviously going to perform badly. Doesn't mean they can spot if a stock moved up to quickly.

Increasing shorts

I've taken some profit and rotated it into boohoo. Still have quite a big holding though.

good call on BWNG, looks to be moving up nicely today.

I opened a short here this morning. Looking to close at 150p.

what would you rather own, high street retail or online retail? Who would you prefer to own blockbuster or netflix? etc etc.

It is still in auction. Means it will fly up.

ASOS smashed it

Sorry, that was in response to CINE

Why don't you ask on the relevant thread? Assuming it's sentiment as there was more vaccine news out.

Have a good weekend all.

If you are investors who cares what it's doing today. Why would you sell anywhere near this level. So much deliberation about 2percent here and there. ASOS is trading at highs not seen in over a year. Only reason boohoo isn't is because of the investigation. That overhang should be gone by sep. Given the multiples ASOS trades on, this has got a long way to go.

there*

I'm holding. The structural transition continues. Long Boohoo as well, I expect similar performance their or better once the overhang is removed at the trading update.