jim chanos

Jim Chanos Interview on Short Selling

January 17, 2013

Jim Chanos talked candidly about what type of company makes a great short sale. Chanos’ checklist for shortselling starts with a  big management shakeup. Secondly, Chanos looks at technology and how it makes some industries obsolete (eg- travel agents being replaced by Expedia).  Some examples that Chanos has mentioned in the past are Coinstar and [...]

Read the full article →

Jim Chanos’ Favorite Short Positions For 2013

January 4, 2013

Jim Chanos recently gave an interview to Barrons where he highlighted some of his favorite short positions for 2013. Chanos appears to see a lot of opportunity on the short side in the coming year. First of all Chanos sees that investor sentiment is quite bullish despite the fact that there are some serious macro [...]

Read the full article →

Chanos Still Short HP Despite Debacle

November 23, 2012

Jim Chanos revealed that he is still short HP after it’s $8.8 billion writedown of Autonomy software. Chanos noted on July 18, 2012 that the accounting at Autonomy was dreadful and he “watched in horror that it was taken out by Hewlett Packard.” Chanos noted that Autonomy was an aggressive rollup of other software companies [...]

Read the full article →

Chanos is Short ASOS and African Minerals in London

November 9, 2012

Due to new disclosure requirements at the FSA in London, investors got a sneak peak into some of Jim Chanos’ short positions. Jim Chanos, has  a position in ASOS plc (LON:ASC). His firm, Kynikos Associates’ is short over 2.52 percent of the total shares of ASOS.  Chanos also has a 0.61 percent short position against shares of [...]

Read the full article →

Chanos Still Shorting Iron Ore Stocks

November 5, 2012

Jim Chanos is still short Fortascue Minerals. Chanos also added that he was adding to his short positions. However, it appears that Chanos is hedging his bets with a long position in diversified miners in Australia (most likely BHP). Chanos thinks that iron ore supply is continuing to expand while demand is starting to flatline [...]

Read the full article →

Why Jim Chanos is Short Fortescue

October 20, 2012

Some of the most prescient stock analysis over the last three years has from Jim Chanos and his research team at Kynikos. Chanos leads the largest short selling hedge fund in the world and he has a special knack for identifying value traps. In the summer of 2012 he gave a presentation where he recommended shorting [...]

Read the full article →

Jim Chanos More Bearish on China Than Ever

July 1, 2012

Legendary hedge fund manager Jim Chanos is more bearish on China these days. The most outspoken Sino-Skeptic is Wall Street short-seller Jim Chanos, who over the past several years has placed negative bets on the stocks of major Chinese banks, real-estate developers, and mining concerns, like Australia’s Rio Tinto (ticker: RIO) and Brazil’s  Vale (VALE), [...]

Read the full article →

Chanos Bearish On Australia

November 25, 2011

Short seller Jim Chanos was interviewed by Bloomberg. Chanos continues to be bearish on China and is now even bearish on Australia. The most leveraged China construction short opportunity is Fortescue (FMG.AX) The company is in the process of expanding capacity nearly three-fold, from 55 million tons a year to 150 million tons a year. [...]

Read the full article →

Chanos Shorts Agricultural Bank of China

October 28, 2011

Jim Chanos was interviewed by Bloomberg. Chanos said that he still short the Chinese financials including the Agricultural bank of China. “We’re not anywhere close to that in China. The fundamentals have just started to deteriorate.” Chanos feels that property price decline only started in the third quarter of this year. There are now stories [...]

Read the full article →

Jim Chanos Short Picks

October 17, 2011

Jim Chanos revealed some of his bearish bets at a conference this afternoon. Chanos had harsh words for Gamestop, Exxon, ITT, Vale, China Agricultural Bank. Chanos warned that commodity producers could be a value trap. Chanos said that while prices look cheap relative to recent highs, commodities like iron ore don’t look all that cheap [...]

Read the full article →

← Previous Entries