Shorting is often a bad strategy due to the hight cost if you plan to hold for the long term. And with these companies with irrational evaluations you gave no i

Shorting is often a bad strategy due to the hight cost if you plan to hold for the long term. And with these companies with irrational evaluations you gave no idea when the stock price will correct. Better to exlude stocks that you can't price accurately from your portefolio.