Donnie, appreciate your emotionless approach to short selling. That George Soros, staring down the bluff of her Majesty’s Treasury laser like focus to quantitative analysis will serve you well into the future no doubt.
As you’ve cited current revenue as the main concern, and on the assumption you’ve thoroughly back tested your strategy here, wondering if you can also share which other Australian companies with $200m+ revenue growing >100% group revenue growth, including >500% growth in major overseas markets, have historically also been excellent shorts?
Afterpay is the only thing that springs to mind. Maybe Corporate Travel, Aconex in the early days…..
Care to enlighten?
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