MI025: Deep Value Investing with Tobias Carlisle (Investing Podcast)
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Tesla: Asymmetric Positions
Cains: "I try to truncate the losses pretty quickly. If we're in something that's working, then we'll stay in it for a long time" He says Tesla is one of the most heavily shorted stocks on Wall Street. The fund has been wrong 44% this quarter and will probably lose some money at the end; Cains doesn't want to get hurt too badly when you're wrong. 'The winners are going to be so much bigger than the losers'
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