How to Be a Better Investor in the Cable Industry

I don't know that I've ever been less confident in the market. It is hard. There's no magic formula for getting there but being honest with yourself that some of these sometimes you're lucky and maybe a lot of the time and other times you're not. So when I get feel less confident in how things are going with the portfolio in the market, to me that's when I start to feel that way - so I make positions smaller. You know, if I have a short that maybe I still like the thesis, but it's just not that exciting,. Just get rid of it."