Andrew Left, Citron Research, explains why he is shorting 3D Systems after calling the company “flawed beyond all measures.” Also see Citron’s report here. Also explaining why volatility is good for shorting stocks, with Jon Fichthorn, Dialectic Capital Management. Fichthorn sees a compelling opportunity in Trinity Industries and his short in DDD. See ValueWalk’s coverage of Dialectic’s recent letter to investors.
Videos with both investors below.
Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More