In his recent interview with David Rubenstein on Bloomberg Wealth, John Paulson explained why you can’t short crypto. Here’s an excerpt from the interview: Paulson: When we look for these subprime, the reason why we shorted the subprime in size is because it was asymmetrical. Shorting a bond at par … Read More
John Paulson’s Top 10 Holdings (Q2 2020) – Plus Top Buys & Sells
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
John Paulson: Top Buys, Top Sells
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
John Paulson: How Investors Can Benefit From Risk Arbitrage Done Correctly
We’ve just finished re-reading The Alpha Masters: Unlocking the Genius of the World’s Top Hedge Funds, written by Maneet Ahuja. There’s a great passage in the book in which legendary risk arbitrageur John Paulson explains how investors can benefit by doing risk arbitrage correctly. Here’s an excerpt from the book: … Read More