Molson Hart

Thanks for the input. Despite not being into stock investing, you've got really great insights.

Thanks. This overlaps quite a bit with an area that im supposed to know (retail and sewing) so it’s easy to sound wise/smart on the topic. Talk to me about something else you’ll quickly take back your statement...maybe haha

Hah, awesome. Glad we see eye to eye on $BBBY and $EXPR. The short thesis seems simple/good for both. Hard to say when the market wakes up but that saying is often true: Stocks take the stairs up and elevators down. Spread your bets enough and the variance is fine.

I thought the death of retail was going to come much faster than it has. Might be fun to list all the companies that are structurally (in terms of biz model, I don’t know their debt levels) fucked. Afaict anything that is not: 1. Driving massive volume 2. Low low low price

A subtle thing is that after one goes under their customers start go to another store. Which is awesome because I get to short them one after another. $CBL just had to cut their dividend - crappy quality malls. Next up on the chopping block: $WPG, the next crappiest one!

Is there a good way within twitter to know what these acronyms stand for? I have to google each one and on my phone it’s a pia

Question for you: I see shorts everywhere and Longs nowhere. Is it just a unique time in our economy or is it my nature? Too bad it’s so much riskier than going long :(

Even though I mostly talk about shorts, I'm actually long 150%. Stuff I understand like Google, insurance companies, banks, home builders, airports. Whatever seems cheap. There isn't too much to say about a bank predictably making 12% a year, though.