206: Dan David – The Investigative Research of an Activist Short Seller
Chat With Traders
00:00
The Importance of Value Investing Long
We put 90% of what we had left into China based US listed securities. And we picked up like 179% we got it all back within a year investing long in China. We were going to the Roth Capital Conferences, the Rodman and Renchell conferences and feeling good about the stories. Then we saw Carson Block and Alfred Little and others start to publish reports saying that some of these companies that we had exited because they had a price target were frauds. So we better go check this out and figure out whether we were lucky or good. Because if we were just lucky, we're going to end up broke again.
Transcript
Play full episode
