A former classmate of mine (who was fairly popular) seems to be the ultimate short idea generator (all his employers ended up being exceptionally great shorts). If you look at his resume, he looks like the guy you’d want to hire… I’ll let the world (and the all-knowing head-hunters) believe that. As far as I’m concerned, he’s an incredible idea generator. For short ideas…
Odey Asset Management's Special Situations Fund was down 3.2% in March, compared to its benchmark, the MSCI World USD Index, which was up 3.3%. Through the end of March, the fund is up 8.7%, beating the benchmark's return of 4.9%. Q1 2021 hedge fund letters, conferences and more Odey's Special Situations Fund deploys arbitrage and Read More
2006-2008 – Bulge-bracket, “too big to fail” investment bank (phenomenal short)
2008-2009 – Private equity (phenomenal short)
2009-2011 – Obama Administration – Clean-tech investments (phenomenal short… think Solyndra)
2011 – GroupOn (Phenomenal short)
2011-Present – Mobile/Social Commerce ….