James Cullen

Doug Kass's Killer Shorts - Barron's

Isn't it possible that his #2 point - avoid stocks already heavily shorted - precluded him from shorting many of the most troubled companies?

I'm not saying it worked this time, but in general he seems to be looking for a "variant" view (he often uses that term)... in this case, where there's minimal chance of a squeeze. Part of it is risk management....