
The Right Information That Matters
Grant’s Current Yield Podcast
How to Scale for Risk in a Short Book?
We don't really want to bet the farm on anything as short sellers. It's about taking a playing a batting average game, not a slugging game. We diversify across what we believe to be the major factors across sort of short ideas. And there still remain some things that had supernormal earnings that are being capitalized into the future.
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