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No, shorting is different; it's borrowing something you might not be able to pay back. WeWork was signing leases - borrowing real estate. They went bankrupt fr

No, shorting is different; it's borrowing something you might not be able to pay back. WeWork was signing leases - borrowing real estate. They went bankrupt from not being able to pay for it. This isn't the same as selling shares to VC's. Equity isn't debt.

lokar 2y ago
Yes, his point in the newsletter is that if you want to short something you can’t borrow, then you should (cynically) make more of it.
- skybrian 2y ago
  Okay, I remember that. But I think this could more simply be seen as becoming a supplier, responding to temporary demand. This could be done well or fraudulently.
  - lokar 2y ago
    Somewhere between honest supplier and fraud is the land of wework…