206: Dan David – The Investigative Research of an Activist Short Seller
Chat With Traders
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How to Value a Company
We have a better understanding of a company before we actually kind of publish a short thesis than the auditors do and they have access to the management. We spend months and sometimes years looking at a company quarter after quarter, seeing how their accounting treatments change. So it's very difficult. And I think investors don't really realize that when they're valuing a company, they'll talk to management,. They'll talk to the CFO, the CEO and we'll feel however they feel about that conversation when they're done.
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