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The Emperor’s Clothes

The Emperor’s New Clothes

Investing. Mostly short

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Substack
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Welcome to The Emperor's New Clothes

A deep dive into the greatest short-selling wins of the past, where hype met reality, and reality hit back.

4 months ago
5
0

Netflix-- Our Thoughts from Earlier in the Year

This blog is indeed going to focus on shorts, but I have been a few times to share longer-form thoughts on Netflix. Netflix and Microsoft are our two largest holdings. So below is our writeup from the beginning of the year. (Original writeu...

4 years ago
3
0

Coming soon

This is The Emperor's Clothes , a newsletter about Investing. Mostly short .

4 years ago
0
0

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  • The Emperor’s New Clothes

    Long / short

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