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John Hempton on Greensill, Archegos and What It's Like To Short Right Now
Odd Lots
Identifying Stocks and Monetizing Hedge Funds
Short sellers had an extremely rough year because they were very good at the identification. We didn't lose m meaningfully large amounts of money, but it was still an unpleasant period. The amount that we needed to tighten up our risk management was remarkable. Now that it's that much tighter, my guess is that it's not going to get loosened off very much.
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