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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

CHAPTER

Short Portfolio Selection

We have four short frameworks, bads, rods, asset bubbles and structural decliners. We get involved when a business is about to go from slow or no-growth into material decline. On the FADs, we're looking for management selling stock in companies where there's a single product for which the future is really determined by changing consumer taste.

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