No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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I almost went short on Microstrategy 3 months ago, and was kicking myself heavily for not doing so last night, until I came across the transcript from a BK shareholder meeting where they talk about short selling which brought me back to my senses (not my substack)
[https://cmqinvesting.substack.com/p/-warren-buffett-and-charlie-munger](https://cmqinvesting.substack.com/p/-warren-buffett-and-charlie-munger)
If you have any thoughts on short selling you'd like to add to what they say, plz comment below! Looking forward to seeing what others here think.