Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)
On The Brink with Castle Island
00:00
The Art of Shorting
The key for us is just continual inter reaction with management teams and doing trade checks to try to fin inflection points. Each sub sector in every industry has their own key drivers. One example may be like brokers in exchanges that i touched on. E trading value really exploded in cuto and the stocks performed extraordinarily well. And then after hitting peaks in may, trading valume really fell off a cliff in june, july and august.
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