May 7, 2014 by CC • Commentary

Yesterday we put on a bearish play in Zillow which was a little off our recent script of going after the momentum names that had already showed signs of breaking. Z has actually been bucking …

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December 5, 2013 by Enis • Commentary

The secular theme of Chinese internet continues to be at the top of our board for the next few years.  We think this story has only just begun, even after all of the excitement in …

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November 15, 2013 by Enis • Commentary

We’ve received a number of questions about Twitter options over the last week.  Options on TWTR will start trading today on weekly and monthly maturities.  A few highlights from Greg Bender of Bloomberg in a …

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