In his book "The Black Swan", Nassim Nicholas Taleb proposes a barbell portfolio with 85% to 90% in extremely safe instruments (like U.S. Treasuries) and 10% to 15% in low probability, high impact Positive Black Swan Stocks. Please comment or e-mail me with your ideas for Positive Black Swan Stocks.
Showing posts with label Bill Ackman. Show all posts
Showing posts with label Bill Ackman. Show all posts
Sunday, April 12, 2020
Sunday, May 17, 2015
Tuesday, February 17, 2015
Bill Ackman: Herbalife at Zero - an Overnight Phenomenon
If Bill Ackman is right about Herbalife being an overnight phenomenon, and you can make timely purchase of put options, then you would have a black swan trade.
https://www.youtube.com/watch?v=VuKr3EtcrpY
https://www.youtube.com/watch?v=VuKr3EtcrpY
Saturday, December 27, 2014
Bill Ackman's Presentation on the Hong Kong Dollar
As of the Nov 2014 conference call, Bill Ackman still has this bet going. My understanding is that you need a minimum of $1 million to place your bet (too rich for me). Potential payoff is on the order of 100:1.
https://www.scribd.com/doc/98952210/Bill-Ackman-Presentation-on-HKD
https://www.scribd.com/doc/98952210/Bill-Ackman-Presentation-on-HKD
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