cyclical shorts
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 22, 2025 by Dan Sundheim · across every show →
Everything said about cyclical shorts, oldest first
Oct 22, 2025 negative
Sundheim: Cyclical over-earning shorts are the least attractive archetype
“And then I'd say the last, ah, and least attractive shorts are the ones where it's like, cyclically, they're just over earning a lot, and you believe that the real earnings, if you were to look like through a cycle, are much lower than people think.”