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118: Mikael Syding | Life, Lessons & Experiences From The European Hedge Fund Manager Of The Decade
Curious Worldview Podcast
Is There a Great Swedish Short That You've Ever Shorted?
I have not shorted any Swedish name ever I was almost about to say. But actually, I was short fingerprints back in the days in 2015-16. And it turned out very, very well. The hedge fund that really created me and my worldview and my way of investing is Northfold. Is there a great Swedish short that you see at the moment? No. That's the only Swedish name I've ever shorted. Yes, so Korean shipyards just have to emphasize that it wasn't my trade. So we invested like 1% of the fund each in five different shipyards. They were valued at like two times earnings. As long as steel prices didn't like triple,
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