Cyclical Shorts
topic on 1 show · 1 statements across 1 episodes
1 statements about Cyclical Shorts, every show
Sundheim: Cyclical over-earning shorts are the least attractive archetype
“And then I'd say the last, ah, and least attractive shorts are the ones where it's like, cyclically, they're just over earning a lot, and you believe that the real earnings, if you were to look like through a cycle, are much lower than people think.”