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Identifying Potential Shorts in a Bull Market?
Tracy: Some of these business models, I mean, to us and others, have been questionable from the get-go. Take a look at ride hailing or food delivery, something we're all familiar with. They haven't found a way to make profit. Tracy: So many business models are showing increasing losses as they age. And I just sort of wonder at what point do people just say, okay, enough?