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Genmab — Januar 2018

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • G Offline
    G Offline
    GeorgeBest
    wrote on sidst redigeret af
    #228

    Det må være i AQR long/short equity de tager deres shorts i Genmab https://funds.aqr.com/our-funds/alternative-investment-funds/long-short-equity-fund

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    • G Offline
      G Offline
      GeorgeBest
      wrote on sidst redigeret af
      #229

      Tesla en af deres største shorts. Gilead, Pfizer, Merck blandt de største longs.

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      • G Offline
        G Offline
        GeorgeBest
        wrote on sidst redigeret af
        #230

        Funden er lukket for nye investorer. Så de har så mange penge de ønsker i den

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        • S Offline
          S Offline
          Sukkeralf
          wrote on sidst redigeret af
          #231

          Access denied | www.fiercebiotech.com used Cloudflare to restrict access | www.fiercebiotech.com | Cloudflare

          favicon

          (www.fiercebiotech.com)

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          • S Offline
            S Offline
            Sukkeralf
            wrote on sidst redigeret af
            #232

            Access denied | www.fiercebiotech.com used Cloudflare to restrict access | www.fiercebiotech.com | Cloudflare

            favicon

            (www.fiercebiotech.com)

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            • G Offline
              G Offline
              GeorgeBest
              wrote on sidst redigeret af
              #233

              Siden funden startede i 2013 har der et afkast på 16,01% mod MSCI world på 9,82%.

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              • G Offline
                G Offline
                GeorgeBest
                wrote on sidst redigeret af
                #234

                Afkastet på 16,01% er p.a. Ganske godt må man sige.

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                • O Offline
                  O Offline
                  OHW
                  wrote on sidst redigeret af
                  #235

                  Ja de er dygtige. Det er svært, at se Gen stige noget særligt, så længe de shorter.

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                  • G Offline
                    G Offline
                    GeorgeBest
                    wrote on sidst redigeret af
                    #236

                    3 ud af 4 Fund Managers har en Ph.D. fra MIT, Yale eller Carnegie Mellon

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                    • G Offline
                      G Offline
                      GeorgeBest
                      wrote on sidst redigeret af
                      #237

                      Helt hjernedøde er de nok ikke

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                      • E Offline
                        E Offline
                        E_L
                        wrote on sidst redigeret af
                        #238

                        thanks Bulder, very informative

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                        • MumtazM Offline
                          MumtazM Offline
                          Mumtaz
                          wrote on sidst redigeret af
                          #239

                          Prøv at sammenligne salget fra AN med salget i Vestas også.. her sælger de i stor stil i dag og holder kursen nede.. ligesom Genmab steg til 1072 forleden var Vestas oppe i 447 og nu er begge nede? underligt

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                          • E Offline
                            E Offline
                            E_L
                            wrote on sidst redigeret af
                            #240

                            AQR will be very thankfull to you guys rambling on about their shorts and creating extra fear...

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                            • JørgenVarnæsJ Offline
                              JørgenVarnæsJ Offline
                              JørgenVarnæs
                              wrote on sidst redigeret af
                              #241

                              Sukkeralf - tak for det.

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                              • G Offline
                                G Offline
                                GeorgeBest
                                wrote on sidst redigeret af
                                #242

                                E L - Do you really think that investors following Genmab on PI can affect the Genmab price more than a couple of hours? Well I don't. Furthermore I think it is interesting to do research on who you are up against!

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                                • O Offline
                                  O Offline
                                  OHW
                                  wrote on sidst redigeret af
                                  #243

                                  Det er vigtigt at huske på, at faldet er grundlagt af meget andet end short. Mistillid til ledelsen og ikke mindst en begyndende forståelse af, at andre behandlingsmetoder måske er fremtiden.

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                                  • E Offline
                                    E Offline
                                    E_L
                                    wrote on sidst redigeret af
                                    #244

                                    GB- I sure as hell hope not, because then we will never get back up again, given some of the comments recently lol

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                                    • E Offline
                                      E Offline
                                      E_L
                                      wrote on sidst redigeret af
                                      #245

                                      just getting a bit tired of the constant referral to 1 fund, there are thousands of investors playing. And beleive me, they will have no problem flipping long if they feel like it and smell an opportunity on the other side
                                      ...

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                                      • E Offline
                                        E Offline
                                        E_L
                                        wrote on sidst redigeret af
                                        #246

                                        But, as I said before, I have a lot of respect for how they played it so far, hats off

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                                        • G Offline
                                          G Offline
                                          GeorgeBest
                                          wrote on sidst redigeret af
                                          #247

                                          Of course they will flip around when they are happy with their profit or they change view on Genmab. That's the purpose with investing...

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