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…
Last year was a bumper year for hedge fund launches. According to a Hedge Fund Research report released towards the end of March, 614 new funds hit the market in 2021. That was the highest number of launches since 2017, when a record 735 new hedge funds were rolled out to investors. What’s interesting about 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 ….