Molson Hart

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.

I don’t know anything about most of those and This remind a me of a Carl Icahn quote about Bill Ackman: “He knows more about everything than I know about anything”

My edge should come from the short side, and the leverage it allows me to add on the long side. Most of my effort goes there and it shows. My long picks are only in line with the market before leverage. I've mulled over partnering with a value investor later on.