FYI, I've interviewed with these guys, including Ric Dillon, and they are very, very sharp (I've known many of the big names in the biz). They are not hedge-fund flippers. They are serious value investors that do solid fundamental research. The culture of the firm is impeccable.

Shorting a financial in this market is like shooting ducks in a barrel, so if someone has made money shorting DHIL, I would suggest they not confuse luck and skill. If you want to own any investment management firm for a multi-year hold, this is the one. If you are trading day-to-day and week-to-week, Then you can go almost anywhere.