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Not really, because people who didn’t short SVB probably didn’t look at them in more depth, so it’s not survivorship bias. It’s just a case of we looked where o
by dustedcodes 4y ago
Not really, because people who didn’t short SVB probably didn’t look at them in more depth, so it’s not survivorship bias. It’s just a case of we looked where others didn’t look so we discovered something, and this article is about that something.
- croes 4y agoI'm thinking of the times they short other companies because of the same red flags but lost in the end. To make a silly example, if I short every company when it's CEO wears a red tie and than one of these goes down I get interviewed and can explain my great red flag I used.
- dustedcodes 4y ago> if I short every company when it's CEO wears a red tie No matter how ridiculous your strategy may sound, if this is how you successfully grow your fund over many years then perhaps it's a great red flag and not just survivorship bias, so let's do an interview and hear your thoughts on this topic.