Value Traps
Risk of Ruin
00:00
Navigating the Complexity of Stock Investing
Exploring the challenges of evaluating value and growth stocks, the importance of revenue growth, and risks of high-conviction bets. Delving into groupthink in investing and the need for probabilistic thinking, considering both upside and downside cases. Discussing strategies for shorting failing companies, prioritizing business quality, and the routines of a short seller to manage positions effectively.
Transcript
Play full episode
