MNBEY - A Matter Of Timing And Measure - The Idea Guide
by Daniel Shvartsman
When to buy and when to sell is a matter of fundamental analysis, sure, but timing is also important. I don't mean market timing or out-thinking yourself over what might happen if they know what you know that they know, but recognizing what the market is thinking about a stock and what might change the market's mind is a helpful start to getting the timing right. And timing is a common theme of our long ideas here.
On the short side, there are questions raised over how companies are presenting or looking