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I think that most people who complain about our government have no idea what they’re talking about because they’ve never been to a country with a bad government.

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Whitney Tilson

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No one would suggest completely ignoring news about your investments. Enron investors, for example, would have been well served to sell once early reports of accounting irregularities surfaced. But the key is to keep news in context and act only if further reflection or study indicates that the core thesis for an investment has changed.

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Shorting saved my butt in 2008… Shorting kept me in the game. It generates cash when the market’s crashing. And that’s what you want when the market’s crashing – cash.

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June 13, 2024

Shorting saved my butt in 2008… Shorting kept me in the game. It generates cash when the market’s crashing. And that’s what you want when the market’s crashing – cash.

Previous

June 13, 2024

No one would suggest completely ignoring news about your investments. Enron investors, for example, would have been well served to sell once early reports of accounting irregularities surfaced. But the key is to keep news in context and act only if further reflection or study indicates that the core thesis for an investment has changed.

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