Shorting and Distress
Jonathan reflects on the complexities of shorting, especially in light of recent events like GameStop, while emphasizing the importance of understanding both winners and losers in the market. He shares insights from his experience in the auto industry and highlights how market cycles can dramatically shift a company's fortunes, as seen with Hertz. Ultimately, he finds greater satisfaction in supporting companies that add value rather than betting against them.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
Related Questions