tag:blogger.com,1999:blog-5067540749994357517.post2844335408441325161..comments2023-10-31T13:57:36.546+00:00Comments on Simon Kerr on Hedge Funds: Two Sides of a Short Position - A High Quality Argument on NetflixUnknownnoreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5067540749994357517.post-47379901467897184502011-09-26T18:23:01.640+01:002011-09-26T18:23:01.640+01:00Recent stock price action in Netflix shows that th...Recent stock price action in Netflix shows that the argument has been won by Whitney Tilson. Netflix share out-performed the market for the first half of 2011, but have since gapped down to lose 60% of their value from the high of $300 a share.<br /><br />Fundamental shorts do not necessarily oblige to the downside in short order (riff intended). The business model has to be shown to be flawed bySimon Kerrhttps://www.blogger.com/profile/14218956470027410735noreply@blogger.comtag:blogger.com,1999:blog-5067540749994357517.post-39692960718731059582010-12-21T22:23:12.628+00:002010-12-21T22:23:12.628+00:00Thank you for sharing. Truly intriguing to read ab...Thank you for sharing. Truly intriguing to read about the two sides of this debate. I personally think Mr. Hastings was not convincing or specific enough in his answer to change a short sellers mind.financialanalystnoreply@blogger.com