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Investing in Companies That Put Shareholders First with Joseph Boskovich

Excess Returns

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How to Determine a Good Short

Dollar Joe: One of the things that's really unique about you guys is, you know, we tend to talk to long only managers, but you also do run some portfolios where you're shorting. And I wonder if you could just talk a little bit about, what is the process like for that? How do you determine what a good short can be? Dollar Joe: Sure, and there have been some great ones over the years. My favorite story was, is Blockbuster, and the Thinkback,. But when you see it, it's a pretty tough get.

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