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> If I had more faith in the market's rationality, I would short them as soon as they IPO...

Total tangent, but how much of the stock market do you think is fair? By fair I mean abiding by SEC regulations (and other obvious laws, such as regular fraud), versus unfair where people are using insider trading, trying to influence a short, or even have some ulterior motive perhaps related to politics?

Now I hope someone more knowledgeable than me chimes in with links to articles or papers, because I'd really love to learn more.




I said that the market might be irrational, not that it might be unfair.

"Irrational" is values that are not based on a reasonable interpretation of the company's financial state and reasonably forseeable future. This is what I think is meant by the saying "The market can stay irrational longer than you can stay solvent."

"Unfair" means corrupt, rigged, or otherwise dishonest. I wasn't suggesting that. But like you, I'd love to see the results if someone can measure it...




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