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short side

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 12, 2017 by Larry Kochard · across every show →

Everything said about short side, oldest first

Jun 12, 2017 positive
Insight
Kochard: Short-selling alpha is episodic across cycles, not consistent annually
“I think what people have missed is that the big value on the short side is, is very episodic. It's not just month in or year in and year out.”
Larry Kochard Jun 12, 2017 ▶ 58:27 Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
Jan 15, 2024
Insight
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…”
George Mikulakis Jan 15, 2024 ▶ 19:07 George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
Jan 15, 2024 negative
Insight
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.”
George Mikulakis Jan 15, 2024 ▶ 35:23 George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
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