StarZero All shows Try the podcast clipper →

shorts

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Aug 5, 2021 by Jonathan Lewinsohn · across every show →

Everything said about shorts, oldest first

Aug 5, 2021 positive
Disclosure
Lewinsohn: Diameter views short positions as profit centers, not hedges
“And so our portfolio, we don't really think about shorts as hedges. We think about them as ways to make money in companies that no longer make money the way they used to.”
Jonathan Lewinsohn Aug 5, 2021 ▶ 56:51 Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Jul 11, 2022
Insight
Effective Short Selling Requires Asymmetric Skew and Strict Sizing
“One is you got to be incredibly careful because there's unlimited loss in shorts. You don't want to ever have any of the shorts too large, but you also want to have shorts that the skew is so much in your favor. Like if you're long, you lose 10 or 15. If you'r…”
Rob Citrone Jul 11, 2022 ▶ 17:51 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
Jul 3, 2023 negative
Assertion Not checkable as stated
Collins: Few Hedge Funds Have Made Money on Shorts Over Past 15 Years
“Part of the problem with hedge fund business as of the last 1015 years has been the short side because not many people have made money on the shorts.”
Porter Collins Jul 3, 2023 ▶ 27:22 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more