Paul Kedrosky is looking for companies to short assuming Web 2.0 is a bubble and comes up rather -- heh -- short. From Old Media (News Corp.) to the last bubble's darlings (Yahoo!), the list is depressing to anyone who's heard but not believed the hype. One commenter suggested Foldera, and I added Tucows, but overall it looks like investors will have trouble actually profiting from a crash in Web 2.0 values.
Which might be a sign that there isn't a bubble after all.