From Market Folly:
At the Value Investing Congress today, Jim Chanos of hedge fund Kynikos Associates talked about various companies to short in a presentation entitled "Beware the Global Value-Trap!"
... Chanos' entire presentation focused on "how value investors can avoid value traps." He went from basics things to watch for to his current specific short themes.
Classic Short-Selling Themes
1. Booms that go bust, debt-driven asset inflation...
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More from Jim Chanos:
Jim Chanos: China is deteriorating rapidly
Legendary investor Chanos is short-selling the big oil companies...
Legendary short seller Chanos: China is "hitting the wall right now"