Second Foundation Partners
Note: Ben Hunt's asset management company mentioned by Gil Friend during the OGM 2025-11-06 call.
What is It?
Asset management company run by Ben Hunt
Investment Approach
- Ben is a "confessed longtime short"
- Successfully shorted real estate bubble in 2008
- Takes contrarian positions
The Question
Gil raised: "Can somebody be a short for a long time? Maybe so."
This relates to Michael Burry's situation - being bearish for extended periods can be costly even if eventually correct.
Connection to Panoptica
Ben's narrative tracking work through Panoptica.ai likely informs investment strategy - understanding which stories are gaining/losing power in markets.
Related Concepts
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