Insightful deep dive with someone who went from special ed classes to a law degree to starting his own fund.
Quick note: I’m dispensing with the usual Weekly Wrap to bring you my recent interview with George Baxter of Sabrepoint Capital. If you’re a regular reader, he’s the short-seller who believes Turning Point Brands is the single best long...
Why one short-seller calls Turning Point the best long of his career.
▶ I never know where a good idea is going to come from...
I’ve gotten good short ideas from people who were rabidly long stocks, sold them and went short... And from people who wanted to be long, but after doing their...
