Sublime
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A GENTLEMAN’S PRIMER ON SHORTING INSOLVENT SHITCOS
So you’ve found a ShitCo. It’s such an ugly zombie it couldn’t be an extra in season 19 of The Walking Dead
But it’s still got a $185m cap
And you want to be the one to mung the last rancid, putrefying drops out of that corpse
Dirty Texas Hedgex.com

We're drunk on our stupidity, again.
Bribing founders with homes?
Free secondaries as % of investment?
Celebrating founders who leave the team out to dry?
Counting GMV, bookings, distribution contracts, and equity raised as "ARR"?___L... See more
The Smartest Guys in the Room: The Amazing Rise and Scandalous Fall of Enron
amazon.com

