The Emperor’s Clothes
The Emperor’s New ClothesInvesting. Mostly short
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 3 | Founded | 5 years ago | Last Issue | 10 months ago |
| Active | |||||
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Welcome to The Emperor's New Clothes
This Substack documents detailed case studies of past shorts. Each piece breaks down the original thesis, the evidence that mattered most, and the lessons that remain relevant. Emperor’s New Clothes aims to detail short-selling case studies...
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...
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