3 ms·

I once saw an interesting research report comparing publicly traded companies based on their outstanding pension / retirement plan debt. The investment thesis

I once saw an interesting research report comparing publicly traded companies based on their outstanding pension / retirement plan debt. The investment thesis was essentially advocating for shorting the companies with the largest under-funding of said plans, based on the assumption that a company that didn't give a crap about its employees probably wouldn't stand the test of time.

basementcat 8y ago
Maybe said underfunded pension funds should buy large leveraged short positions in their parent companies and cash out after announcing an impending pension shortfall. This probably violates a bunch of SEC regulations.