The short position is headed upward again after a dip in May… currently sitting around 14.5% according to short man…

whilst I get the bear case predicated on negative political circumstances I wonder whether the shorting is overdone… on the flipside does anyone buy shorted businesses when the headwinds are apparently short term with a view to a squeeze when things turn? (Hold IRL and SM and would consider adding to position)

Not a surprising take but Melbourne Uni in the government’s ear pushing a more relaxed policy to international student numbers…

https://www.unimelb.edu.au/newsroom/news/2024/august/university-of-melbourne-tells-senate-hearing-of-risks-posed-by-capping-international-student-numbers?utm_content=2023_25_AE_AR_AI_AP_AlumniNewsAugust24_CTA_2ColumnLeft_2&utm_medium=email&utm_source=adv&utm_campaign=E_All_2023_25_AE_AR_AI_AP&sfid=701OY00000DqZK0YAN&hem=6cbd1ce69cf316c7f0b827ae8d55bf86af040a908e790f5d737fab7d36032255&hem_type=1