209: Neeraj Monga – Contrarian Stances on Fundamental Inflection Points
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The Risks of Long Only Money Managers
A lot of the high profile cases which you're known for seem to be, I don't want to say short. But these are all long only institutional money managers. How come long only clients were interested in that sort of research? So I think the short side gets a lot of media and makes a lot of noise. The end of the day, if you're the world's greatest short investor, you only make 100%. You can buy something $100 and 6.0 and you made 100% on your money. That's it. As long investors, they can make 10,000, 20,000, 30,000 percent over a bit of 10 years if they got the stock
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