Value Investing with Legends cover image

Rishi Renjen - Evolving Your Investment Process

Value Investing with Legends

00:00

The Importance of Market Distress and Shorting Opportunities

This chapter explores the importance of experiencing market distress and the lessons that can be learned from it, as well as the challenges and risks of shorting in the current environment. The speaker highlights the rich opportunity set for shorting due to high market valuations and disruptive businesses, using Tesla as an example, and emphasizes the need for a repeatable and sustainable investment process.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app