Investment Track Record

Short, long and open positions.

Shorts:
Amgen (Nov 2018)
Uber (May 2019)
Telecom Argentina (Dec 2021)
Melco Resorts (Jan 2022)
Sri Lanka Rupee (Jan 2022)
Chipotle (Feb 2022)
Shopify (Feb 2022)
Thyssenkrupp (Aug 2022)
Adriatic Metals (Dec 2023)
Dole (Dec 2023)
Egyptian Pound (Jan 2024)

Longs:
Laurentian Bank
Alimentation Couchetard
Lightspeed
Kinross
Agnico Eagle Mines
Ford
Nuvei
British American Tobacco
Archer-Daniels-Midland
Adobe
Paypal
(Orsted)
Lululemon
Broadcom
(Qualcomm)
Micron
Cloudflare
Nebius
Brookfield Corporation
(Paramount Global)
e.l.f. beauty
Oracle
(Costco)
(Evolution AB)
(Stella-jones)
(Vermillion)

Open positions (15):
Restaurant Brands International
McKesson
Novo Nordisk
Constellation Software
Agnico Eagle Mines
XBB.TO
Brookfield
Alimentation Couche-Tard
Amazon
Aritzia
Salesforce
Lululemon
Paypal
Nebius
Take-two Interactive

Aliases of Devlin Demontigny:
Johnny Brassballs
Johnny Rotten
Johnny Salami
Prince of Darkness
Creemore Cooringail
Boogaloo Du Chevalier
Keyser Soze
Detective Pluto Mindpretzel
Angel Eyes
Donahue D’Artagnan
Dirty Dog
Miguel Zaragoza
Quincannon
Mick Janjaweed
White Knight
Bivouac D’youville
Rioux Mulligan
Zambour Whimwhalik
Ershon Acemogle
Foxy Johns
Black Ladder
Sleepy/Sleeping Squirrel
Lilyhammer
Wewe Gombel
Harvey Wallbanger