It was the night before COVID. Stocks were falling globally as the virus spread. What was an investor to do? Sell and risk losing out in a recovery if the virus were contained? Buy and risk further mark-to-market losses as the death tollRun a long/short partnership. 25 years of experience in business and finance. CFA charter holder. Analysis is fundamental, focused on the numbers and takes a skeptical view of company declared pro-forma figures. Occasional speaker on business/finance/economic issues. Note fo ...