Good explanation - thanks for sharing your knowledge..
In your experience, what is a typical ratio of holdings to shorts? An open-ended question I know as it can range from 1 to 1, to many to 1 and all I'm trying to do is gain more knowledge/perspective for the next and the next and the next stock pick.
What do you believe would be the point where a fund believes an investment is no longer "speculative"? Like, does it tend to be an event based decision or a price for example? Again, I know it's an open ended question and I'm after YOUR perspective.
Appreciate your thoughts.
Cheers,
TC.
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