Tyler Crowe

I find it kind of funny because you said Dollar Tree instead of Dollar General, but I actually feel like this whole segment could have been done with Dollar Tree instead of Dollar General.

We might have come to the same conclusions.

But before I go, do anybody want to touch the hot stove?

Like a turnaround that worked for you in your portfolio?

One that flamed out, didn't quite work out?

Coming up after the break, we're going to get into the muddy waters of short selling.

Let's talk about short selling and short seller research firms in general.

This isn't a topic we explore much here because we, and I'm using like the royal we of the Motley Fool, not necessarily the three of us, we don't normally short stocks.

I mean, yes, me, I sometimes use like options, like put options for income or buying a stock at a set price instead of doing like price limits.

But I think I can speak for the three of us when we say,

I don't think any of us go out and say, the company's no good.

I'm short the stock or short stocks in our portfolio.

Matt, Lou, do either of you guys do that?

yeah i i stopped a long time ago it's just too much work the work is is kind of key here and we're talking about this one specifically because yesterday andrew left of the short-selling research firm citron research was found guilty of securities fraud it was actually 13 of 17 counts and i think one of them carries a maximum prison sentence of 25 years i don't know if he's going to get 25 years but there there's some real penalties going on here

Basically, the thesis on the court case was he was using his followership on social media and elsewhere to disseminate his research and manipulate stock prices to profit from it.

Now, I wanted to bring this to the table because I have some real conflicting thoughts about this as an investor and also what we do in financial media.

For all the flack that most investors give to short sellers for...

a myriad of reasons, some good, maybe some not.

I think there's some real value to short sellers and short seller reports like the ones that Citron Research have done in the past.

Do either of you agree with me here, or am I kind of standing on an island?