Short + long strategies and what alpha's really all about

Veteran analyst Edward Schneider explains his investment philosophy for extremely fundamentally overvalued shorts (1:10). Timing the semiconductor cycle (5:15). Value investing in tech is challenging; go for reasonable growth stocks (8:50). Setting a fair value for Illumina (17:20). This was recorded on November 4.Show Notes:Revisiting IlluminaNWTN Inc.: The Perfect Fundamental ShortCuriosityStream: Too Cheap To IgnoreRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions