'Valeant Sale One of Many That Need to Get Done'

Jason Mann, Chief Investment Officer at Edge Hill Partners, discusses his shorting strategy and the financial challenges faced by Valiant. He evaluates Valiant's performance using metrics like fundamental value, price momentum, and volatility. Mann explains the conditions under which he would cover a short position, emphasizing the importance of price momentum and cash flow stabilization. He also discusses Valiant's debt management and asset sales strategy, highlighting the challenges of maintaining a sustainable debt level. Finally, Mann addresses market overvaluation and identifies investment opportunities in cyclical sectors.

What is the ultimate outcome the speaker expects from a short position?

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How does uncertainty affect shorting strategies according to the speaker?

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