Value Rotation Poised to End

The video discusses Greenlight Capital's recent performance, highlighting its value-oriented strategy. It examines long positions in GM and Bright House, noting their low PE ratios and strong returns. The video also covers short positions in Amazon and Netflix, which benefited from declining momentum. Despite past losses, the video speculates on the potential success of the value strategy, considering recent market trends and reversals.

What trend was observed in the value and momentum strategies over the last month?

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What potential impact could the shorts against Netflix and Amazon have according to the text?

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