Hi it's a great point .. I'm scared to short HCG given buffett's connection and the others are just very tiny and seem like they would have more idiosyncratic risk. Any particular brokerage stand out to you?
Interesting you chose to short the banks, wouldn't that be a very laggy situation? It'll take months until late payments make dents. This opposed to brokerages which will show the negative almost immediately if not already...or are you saying that that is already "priced in"?
Hi it's a great point .. I'm scared to short HCG given buffett's connection and the others are just very tiny and seem like they would have more idiosyncratic risk. Any particular brokerage stand out to you?
50in50 is like a summary of the the first book.. Guys get the books. You will love reading the books
Interesting you chose to short the banks, wouldn't that be a very laggy situation? It'll take months until late payments make dents. This opposed to brokerages which will show the negative almost immediately if not already...or are you saying that that is already "priced in"?