BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY - podcast episode cover

BMY/CELG, ZAYO, BKS, WBC, RCII , SFLY

Mar 11, 201916 minEp. 34
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Episode description

After lots of internal back and forth, I've removed CELG/BMY until further notice. The rest of the episode touches on BKS, the latest at ZAYO, WBC, RCII and why I've initiated a small position in SFLY

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