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TIP460: Investing the Sir John Templeton Way w/ Lauren Templeton
We Study Billionaires - The Investor’s Podcast Network
Value Investor, How Has the Short Side of Your Portfolio Changed?
I was really curious about your short position, you know, given where we think the market mayor may not go from here. How has the short side of your portfolio changed over time? And how can investors think through shorting positions rather than just buying it? Los to me, it makes so much sense to be long and short as a value investor, as i stated earlier. You know, our short strategy has evolved tremendously since that initial strategy i ran with john templeton,. Which was just quantitative, just shorting based valuation and highly concentrated.
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