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BRK: Short Thesis


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There's not even any valuation work... I understand not wanting to own the company after the run-up, but shorting it seems like a waste of capital relative to other opportunities. 


Agreed.  This just attempts to put a negative spin on every possible angle; it's a hysterical surface analysis.  Personally I think short opportunities should only be followed when companies are fundamentally unsound; otherwise there's too much timing risk.  Even when you can make money, surely you can find a better short opportunity?

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