Short Side
topic on 2 shows · 4 statements across 3 episodes
4 statements about Short Side, every show
Dan Loeb: Short-side investing is fun when uncovering fraudulent companies
“I mean, investing is fun, and particularly on the short side. I mean, there's so much humor in it when you, Detect these companies, especially in the nineties. I mean, it was really unsupervised. There were some incredibly fraudulent companies out there, and i…”
Michelakis: Investors Severely Underinvest in Refining Short-Side Alpha Skills
“People underestimate just How many thousands of hours a tennis player might spend just looking at his backhand, and the idea that you're going to spend 50 hours getting a bit better at your short side. People under egg just how hard it is to get better, unless…”
Michelakis: Aggressive Accounting Is the Top Leading Indicator for Shorts
“If I had to pick one leading indicator on the short side, it's aggressive accounting tends to be symbolic of a management team that's trying to prove that it's better than it really is or trying to obfuscate something.”