Tobias Carlisle - Realism Over Idealism in Value (S4E9)
Flirting with Models
The Dangers of Shorting
Sonara, one of the things i find intriguing about that long short is tra to go back to what we said very early in the podcast, is long only value is not particularly cheap from an absolute basis. So it does give you some of that ability to capture that spread as it potentially comes in. But i do know that rithers a very big difference between shorting academically and shorting practically. I'm curious as to how you think about shorting a little bit more from a practical perspective. The dangers of shorting have been front and center in 20 21. How do you think about managing shorting risks?
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