A lesson from the master investor's trade book Whitney Tilson(St Joe and Netflix) - read more here : Whitney Tilson shareholder letter
As one poster Ananthan Thangavel(response to netflix short sellers) on gurufocus put it,
"Quite simply, valuation shorts should NEVER be entered."
this and that. my soundboard. many things interest me - finance, philosophy, human behavior and biases, history and more...My biggest fear is being a Koopa Manduka(http://bit.ly/1sn4Jrl) and I try to relive that via this blog. This blog has taken many rebirths - history, finance, and finally about me. Last happened because i have become just too lazy.
Sunday, February 06, 2011
Why you MUST never short based on valuation
Labels:
humble pie,
netflix,
shorting,
valuation short,
whitney tilson
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