Mike Coolbaugh sits down with Ivan Cosovic of Breakout Point to discuss the biggest themes in the world of short selling from 2022.

In our first episode of 2023, Krista and Freddy lead off by expressing their admiration for Carson’s Greek God-like beach bod.

Soren Aandahl of Blue Orca Capital shares the investment opinion that STEM Inc (STEM) is a broken SPAC whose special AI software business is a mirage.

As we stare down the final days of 2022, Carson is channeling his inner David Goggins and extolls the benefits of waking up at 4am.

Maybe it’s a case of too many holiday cocktails, but Krista just can’t seem to handle a simple introduction.

Carson Block of Muddy Waters Capital makes the case that Luxembourg-based Vivion Investments is playing shell games with related parties to take cash from the business.

In this Short Story, Freddy Brick of Muddy Waters Capital sits down with Thomas Braziel from 507 Capital to uncover how his firm made a 1,700% return from a boring old bankruptcy claim.

“JR” of Jehoshaphat Research makes the case that Progyny (PGNY) has employed several not-so-subtle accounting changes to project the illusion of robust profit margins.

After a few weeks off, the crew is back, and Freddy is clearly in a mood. COP27, England’s inability to score a goal against the US, the intellectual dishonesty of Venture Capitalists, it all comes bubbling to the surface.

Chris Drose from Bleecker Street Capital makes the case that Energy Vault (NRGV) fails the common sense test with its newest rendering of a gravity battery.

Carson Block of Muddy Waters Capital makes the case that Luxembourg-based Vivion Investments is playing shell games with related parties to take cash from the business.

“JR” of Jehoshaphat Research makes the case that Array Technologies (ARRY) has been misleading investors regarding its revenue, margins, and cash flows.

Carson Block of Muddy Waters Capital makes the case that the value proposition at Sunrun (RUN) is built on a foundation of dubious modeling.

Soren Aandahl of Blue Orca Capital makes the case that MINISO (MNSO) has been deceiving investors about its core business model.

Carson Block of Muddy Waters Capital makes the case that Hannon Armstrong (HASI) is a value-destructive REIT in pursuit of the ESG wave.

Kir Kahlon from Scorpion Capital makes the case that IonQ (IONQ) is just another in a lengthy line of sham SPAC deals.

Soren Aandahl from Blue Orca Capital makes the case that Innovative Industrial Properties (IIPR) is a cannabis bank, masquerading as a REIT.

Adam Gefvert of White Diamond Research makes the case against Global Tech Industries, a company that’s forever announcing new acquisitions, none of which have come to fruition.

Soren Aandahl from Blue Orca Capital returns to make the case that battery recycling SPAC Li-Cycle (LICY) is a near-fatal combination of stock promotion, laughable governance, a broken business hemorrhaging cash, CFO and auditor resignations, and highly questionable Enron-like accounting.

Adam Gefvert from White Diamond Research returns to make the case that recently up listed facial recognition software company authID ($AUID) is massively overvalued.

In this Short Story, Freddy Brick of Muddy Waters Capital sits down with Thomas Braziel from 507 Capital to uncover how his firm made a 1,700% return from a boring old bankruptcy claim.

Freddy Brick sits down Duncan Mavin, Financial Journalist and Author of The Pyramid of Lies.

Soren Aandahl of Blue Orca Capital makes the case that Enviva (EVA), the world’s largest maker of wood pellets, inflates EBITDA, will be forced to cut its dividend, and is greenwashing its wood procurement.

Roddy Boyd of The Foundation For Financial Journalism makes the case that PennyMac Financial Services, Inc. (PFSI) is at the center of a brewing mortgage crisis.

In Part II of this Short Story, Freddy Brick and Joe Saluzzi continue their conversation on market structure. As the two dive deeper, Joe reveals a few potential changes to market structure, including a possible change in tick sizes

In this Short Story, Freddy Brick interviews Joe Saluzzi, Partner and Co-Founder of Themis Trading, LLC. In the opening discussion of this two-part series, Joe provides a detailed history of market structure.

In this Short Story, Carson interviews the author of The Revolution That Wasn’t, Spencer Jakab. In this conversation, Jakab provides his analysis of the players involved, the factors that contributed to the frenzy, and how the belief that retail was “sticking it to Wall Street” has failed miserably.

Dan Taylor of The University of Pennsylvania Wharton School is back on Zer0es TV to share some encouraging updates from the SEC

In this interview, Michael Coolbaugh is joined by Gordon Johnson of GLJ Research to discuss current Fed policy.

In this interview for Zer0es TV, Michael Coolbaugh is joined by Anne Stevenson-Yang of J Capital Research to discuss her outlook for China.

Roddy Boyd, Founder of the Foundation for Financial Journalism, shares that a healthy dose of scepticism doesn’t mean you are right, but it is a great tool for understanding whether or not to dig deeper.

Danny Moses discusses the biggest red flags that deceptive management uses in their pursuit to cover up the truth.

Edwin Dorsey, author of The Bear Cave newsletter, talks about how he discovered Vista Equity Partner’s M&A secret

Adam Gefvert, Head Analyst of White Diamond Research, talks about the new short he will be revealing and how they came across the company. He also talks about the company WRAP who withheld details of their product testing from investors.

In this episode, Anne talks about the fake Chinese agricultural companies she discovered on her travels as well as the ghost towns set up by the Chinese corporation Evergrande Group.

Roddy Boyd loves to take a look at the resumes of a company’s ‘C suite’ employees. Are they who they say they are, and how on earth did they get to such a high level of management?

How Nano-X Imaging (NNOX) fell apart after short-sellers became suspicious of the hype around a technological innovation that purported to be 3 technologies packed into 1.

How Steve Clapham was alerted to the ‘funky accounting’ at Patisserie Valerie by examining how they compared to Starbucks.

Watch this video to find out.

Mike Coolbaugh sits down with Ivan Cosovic of Breakout Point to discuss the biggest themes in the world of short selling from 2022.

In our first episode of 2023, Krista and Freddy lead off by expressing their admiration for Carson’s Greek God-like beach bod.

Soren Aandahl of Blue Orca Capital shares the investment opinion that STEM Inc (STEM) is a broken SPAC whose special AI software business is a mirage.

As we stare down the final days of 2022, Carson is channeling his inner David Goggins and extolls the benefits of waking up at 4am.

Maybe it’s a case of too many holiday cocktails, but Krista just can’t seem to handle a simple introduction.

“JR” of Jehoshaphat Research makes the case that Progyny (PGNY) has employed several not-so-subtle accounting changes to project the illusion of robust profit margins.

After a few weeks off, the crew is back, and Freddy is clearly in a mood. COP27, England’s inability to score a goal against the US, the intellectual dishonesty of Venture Capitalists, it all comes bubbling to the surface.

Chris Drose from Bleecker Street Capital makes the case that Energy Vault (NRGV) fails the common sense test with its newest rendering of a gravity battery.

Kir Kahlon from Scorpion Capital makes the case that Twist Bioscience (TWST) is the latest in a long line of synthetic biology stock scams.

In the latest podcast, the Muddy Waters trio is joined by Andrew Left of Citron Research.

Brent Donnelly, President of Spectra Markets, provides a thoughtful overview of how investors should approach their short ideas.

Alyx Flournoy, head of product specialists at Omega Point, explains how factor risk models can help short and long investors manage risks without neutralizing the desired idiosyncratic aspects of stock picking.

Put buying and call selling are some of the most common ways to express a bearish view on a stock, but often the shape of the volatility surface means these are suboptimal ways to express that view. Imran Lakha, the founder of Options Insight, outlines four alternative options structures which depending on the market environment may be better ways to structure a bearish options trade.

Freddy Brick of Muddy Waters Capital discusses short selling beyond US shores. He argues that factors like cultural differences in Europe, where investors rarely challenge public companies make it an interesting place to look for potential shorts.

Not all short-sellers are looking to make a big splash when they come up with a new short thesis. Brad Safalow, CEO of PAA Research, has been able to generate consistent short alpha for over a decade all while keeping his research behind a paywall.

Short sellers are often painted with a broad brush as trying to profit from the demise of corporations, but a huge percentage of short interest is actually coming from hedgers who are combining short equity positions with long positions in other parts of the capital structure.

Short sellers often go after the worst of the worst, looking for companies and management teams with serious and potentially even criminal issues. This is leaving a massive opportunity set of poorly run but not fraudulent companies untouched by activist short-sellers.

Junheng Li, Founder, and CEO of JL Warren Capital, runs a research firm that provides on-the-ground high-frequency data for sectors in the Chinese economy. In this episode, Junheng addresses the massive boom in Chinese company IPOs in the U.S. and how these companies are often too immature for public markets.

Kir Kahlon, Founder and CIO of Scorpion Capital, dives into his research process in this episode of Short-Selling 101.

In this episode of Short Selling 101, Noel Smith, CIO of Convexity Asset Management, discusses how important protecting downside risk is for long-term success in investing.

Watch this video to find out.

In this podcast, The Wolf Pack is joined by special guest Carson Block to discuss the fallout from the Hindenburg Research Short Report.

Carson Block, addresses criticisms of short-selling in general, dispels widely held misconceptions about activist shorts, and reveals how he targets companies.

A Real Vision interview with famed activist short seller Carson Block who pulls no punches as he takes aim at Canada, Jack Ma and the U.S. pharmaceutical industry.

Carson shares the meticulous process required in researching a potentially fraudulent firm, financial engineering as a prevailing theme for shorting, and areas of the world that have his attention.