long-short investing

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 18, 2022 by Howard Smith · across every show →

Everything said about long-short investing, oldest first

Aug 18, 2022 positive
Opinion
Smith: Japan is a two-tier market ideal for long-short investing
“It is a two-tier market. There are still companies which are not well-governed, which make bad capital allocation decisions, which have very low return on equity. I think it's an incredibly interesting opportunity set for long-short investing, actually. There'…”
Howard Smith Aug 18, 2022 ▶ 43:44 Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
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