ZNGA is more like FB when it comes to its relationship with the market. The equity long position is up +13%.
I believe I'll leave it open, this is somewhat subjective and has more to do with the balance of positions than ZNGA directly, I would like to add to ZNGA to bring it up to a full position size which it is currently about 25% shy off.
For now, it's a hold for me as I have longer term plans for it.
Is interest rates about to start going up?
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Yes, I know - it does not make any sense - FED is about to cut
rates...but....real world interest rates are not always what FED wants it
to be.
5 years ago
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