Shorting

topic on 3 shows · 4 statements across 4 episodes

More or Less WTF is with Nikhil Kamath Capital Allocators

4 statements about Shorting, every show

Sam Lessin: Never short an asset with potential infinite upside
“Shorting in anything where infinity is possible. And even I believe there's some crazy case where there is infinity possible. You can't short that. That's the only way to lose infinity money.”
Sam Lessin Nov 28, 2025 ▶ 1:04:30 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast
WTF Opinion
Kamath: India must level the playing field for short sellers
“I feel like shorting is such a essential part of the ecosystem. It makes our markets so much more robust. It's an artificial flow when a correction is happening, shorts will cover, but also price discovery becomes a lot more efficient. I feel like we really ne…”
Nikhil Kamath Sep 3, 2025 ▶ 1:43:09 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
Investors abandon short-selling strategies because the returns are too episodic
“Shorting's hard. It's very difficult to do behaviorally. It's very difficult to generate returns consistently. The returns are very episodic, so oftentimes people just give up at the wrong time, but I do think there's an inefficiency that can be exploited on t…”
Larry Kochard May 16, 2022 ▶ 17:11 Larry Kochard – From Endowment Professor to OCIO Chief at Makena Capital (Capital Allocators, EP.250)
Baran: Symphony operates with zero leverage and no shorting
“We never lever. We're a terrible prime brokerage client. We don't short, and we don't borrow money.”
David Baran Feb 8, 2021 ▶ 47:17 David Baran and Kazuhiko Shibata – Friendly Activism in Japan at Symphony (Capital Allocators, EP.176)

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