DeadShorts

DeadShorts
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ABOUT
Technology-driven disruption is getting, well, progressively more disruptive. While some have the talent for picking disruptors such as AMZN, TSLA, and NFLX, I generally shy away from their valuations. And I am no expect on the latest biotech or solar company's technology. I do know, however, that, for instance, regardless of who wins solar, coal will lose. Picking companies in similar situations, i.e. on the receiving end of capitalisms creative destruction, has become a major investment theme for me. These companies I call dead shorts.

Many short sellers look at valuations. They drool at stocks priced in the hundreds waiting for the inflection point signaling the start of a hopefully catastrophic fall. Dead ...More
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  • Description: Occasional Investor. Trading frequency: Daily
  • Interests: Dividend stock ideas & income, Stocks - long, Stocks - short
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LATEST STOCKTALK more »
Dead Shorts $ANRZQ, $BKS, $JCP http://seekingalpha.com/p/1qzpb May 30, 2014