Short-Sellers, The Ackman Approach

Saturday, June 14, 2008 | 02:30 PM
Via the WSJ Deals Conference:

Saturday, June 14, 2008 | 02:30 PM | Permalink | Comments (20) | TrackBack (0)
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Comments

Brilliant interview. His best point is that if a public company's viability is threatened by a simple vetting of the facts comprising their balance sheet, then they are carrying too much leverage on their balance sheets. I love his point about how Lehman should have raised capital back when their stock was trading in the 60's.

Shorting is a great way to strip out volatility and harvest alpha. In my personal portfolio I nearly always carry an equal short position to counterbalance my long positions. Using this market neutral approach my portfolio has beat the Market by over 20% since Feb 1 this year. I am conducting a "live test" where the next week's trades are listed each week at allstarstockmodel.blogspot.com

BTW, I am an amateur. Thanks to inverse ETFs it is now ridiculously simple to create portable alpha.

Posted by: Steve | Jun 14, 2008 2:51:16 PM

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