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Episode 119: John Hempton - Cutting through the uncertainty
Inside the Rope with David Clark
How Do You Identify John the Difference Between Long and Short?
i have a data base of a million penny stock emales. These are emales sent to people to invest in dodgy stocks. And how do you identify john the difference between the ones that you want to earn long and the ones you want a short? Well, the first, the first answer is always, we do it on the people. That is, if somebody was once a bioteck fraudster and they're now running a clean tech, guess what, i'm short them. They're pretty obvious a lot ot the time, especially if the gulf, and to a large degree, were librarians. The second, the second thing we do is try to understand the
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