short sellers
also referred to as: short seller
4 statements across 4 episodes · 0 bullish · 3 bearish · 4 people on the record · first statement Dec 18, 2017 by Ted Seides · across every show →
Everything said about short sellers, oldest first
Dec 18, 2017 negative
Dedicated short-only portfolios suffer structural rebalancing decay in market crashes
“The other challenge is a little bit more subtle, which is managing a short-only portfolio has a real rebalancing issue. And if you just think about the fall of 2008 and early 2009, dedicated short sellers that might have been typically run, call it 80 or 90% s…”
Aug 20, 2018 bearish
Wolfe: Passive ETF unwinds will crush bad companies and revive short sellers
“In the public markets, companies are going to be sold indiscriminately in the same way that they're being bought indiscriminately. So I think that there is a big structural issue. I think that similar as we looked at vaccines when they were out of favor, today…”
Oct 28, 2024
Sandler: High volatility benefits long investors but compounds short-seller risk
“High stock volatility is good for the long investor. Stock goes down. You have less risk on the table. More upside. It's easy to buy. Stock goes up. You have less upside and a bigger position. It's easy to sell. The opposite happens in the short side. When it …”
Mar 2, 2026 negative
Baker: Public companies targeted by short sellers should never publicly respond
“This is what you do the first time you get a short seller, write a report about you. Do not respond. I know it feels so personal. I know how personal it is, but just don't respond. Let the numbers do the talking. If you get in a public fight with them, it's ju…”