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Anatomy Of A Short (Or Long) Part 6 - A Live Case Study Using Herbalife - Stewards Of Capital

This is Part 6 of a series of articles that will take the investor through the following:

  1. A checklist approach to taking on a position (short or long)
  2. A number of quantitative metrics that could be used to assess one's conviction on the opportunity at hand.
  3. A number of qualitative items that could be used to assess one's conviction on the opportunity at hand.

Many of us are familiar with the lessons of Warren Buffett. For those that study Buffett and his approaches to investment, he is very big on checklists and processes. He's so good at seeking out what it is he is looking for (and tossing out what he isn't) he can make sense of the thousands of possibilities that are out there at any given time when he is allocating capital in a very efficient and effective way.

One item that is at the top of the… Read More …