Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]
Invest Like the Best with Patrick O'Shaughnessy
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The Rise and Fall of Long-Term Capital When Genius Failed
Danny Cevallos: One of the things I really look for is how do people get paid? So if I'm looking at a company that has a sales force out there that gets paid on commission, so forth, or gets paid by duping customers at the cash register to buy a warranty on a product. Those things aren't sustainable over a long period of time and they're more ill-gotten gains than real earnings. He says one of the interesting sectors in which we can dive into are retail companies that have a finance arm driven by their finance division. And when you take a car like Harley Davidson -- it's not just about motorcycle cons; it was an interesting name as well
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