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Scott Hendrickson - An Unmasking of Quality

Value Investing with Legends

NOTE

Shorting Asset Bubbles and Structural Decliners in Niche Industries

Asset bubbles and structural decliners are two major components of the short book. Asset bubbles occur in industries with short-term supply shortages, leading to inflated returns on assets and equity. Demand destruction and a coming supply response are common in these industries. Niche industries with real-time supply and pricing data are preferred for shorting.

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