1. Activist urges ‘fix’ for Silicon Valley

    Activist urges ‘fix’ for Silicon Valley

    One of the West Coast's leading activist investors has added to the growing criticism of corporate governance in Silicon Valley, and of Google in particular. ..

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    1. While we aren't predicting a complete repeat of the collapse, history illustrates that there is enough potential downside in these names to justify the risk of shorting them.
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