Some of his specific observations on a variety of subjects include:
- He doesn't like to short purely on valuation, but he certainly thinks investors need to consider valuation when buying.
- He thinks investors in several companies like Facebook (FB) need to be aware their "tradeable floats" are going to get much larger after lockup periods.
- Problems in China are credit problems, not economic growth problems.
Watch the video below for more from Chanos: