"The opportunities are on the short, not the long side," Xydias went on to quote him further, "Perhaps it is time to join the dark side" (referring to short sellers).I bring up the issue of shorting because it often can play an important role when examining "significant" management change at a company. To state the obvious, one should always examine management change from a variety of angles.
Wednesday, May 14, 2008
Recommended Reading - 'Short Sellers' haven't had it so good since 1990
Alexis Xydias wrote a short story in Bloomberg today in which she talks about an analysis offered by Societe General's London based strategist James Montier. In the report Montier wrote,
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