Comment by huijzer
2 days ago
Yes nice article. Interesting point.
One small one I do not agree with is "Are you burning VC cash on unsustainable unit economics?". I think it's safe to conclude by now that unsustainable businesses can be kept alive for years as long as the investors want it.
Nothing safer than financial scams in the West these days. Never short Herbalife.
Looks like you could have made a lot of money shorting Herbalife over the last 5 years.
I guess that's true for some but not for all. I wouldn't say that's the most common scenario