206: Dan David – The Investigative Research of an Activist Short Seller
Chat With Traders
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The Importance of Preliminary Research
What are some of the first things you might look at in an attempt to reproduce some of that research if it's coming from a tip or if it's one of the company which has just come onto your radar. What's the preliminary research to decide if an idea is worth pursuing further? Well, I think background of the executives matter. Who's running the company and what's their history? We have programs for that to see what they're doing. And then the comparison appears. You either have found a new way to make a wheel or you haven't. If you haven't, then how are you supposedly doing so much better than your peers in the market? Accounting is something we look
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