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Ep 381. Disney and Nelson Peltz, Carvana’s Fall, Pair Trading Strategies, and Charlie Munger’s Top 3 Places to Find Stocks

Focused Compounding

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Is There a Need to Short Something?

I would short things in which I thought that they were frauds and likely to go bankrupt. Now, some of those will still go up on you. And sometimes a lot. But yeah, I mean, eventually you should make the money from it. So if you're super selective, it might work out fine. It's like with net nets, they generally have very good returns. Do the Margarabar,. I don't think I'm particularly good atmargarabar charge, but I've had really good returns in it because I've done it so rarely.

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