A diary of the thought process behind my investment decisions
Just curious, do you ever short individual names based on fundamental analysis?I know you have fundamental-based long positions.
I used to but I was burned too badly too many times only to watch those stocks eventually go up in flames, after I covered.
I find it works better if you short honest but overleveraged/bad business models as opposed to the frauds, like in Einhorn's multi-year struggle against allied.
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