209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
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How to Sell Stocks in Six Months or Less
A lot of short research that I've seen is personality driven where people try to smear the management team or are trying to highlight something which is so atrocious. So in terms of if you have a sell on stock and your sell is a fundamental sell, it's not going to move the stock in a day or two. You might have to continue to follow up with your conviction over the period of six months, nine months, 12 months, 18 months while the stocks may be going up or down. But some of your sell ideas or maybe they are short ideas because over a period of time you could see the stock going from a 10 billion market cap to a billion market cap or even to
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