In this new format where we look to re-examine short theses after the market and company management have had time to process and respond, Carson Block of Muddy Waters Capital does just that for his two most recent targets, Danimer Scientific ($DNMR) and Ke Holdings ($BEKE)

Former Deputy National Security Advisor Matt Pottinger has been one of the most influential figures in crafting U.S. policy towards China over the last 5 years. Here, Pottinger and Carson Block of Muddy Waters Capital discuss the evolution of China policy since the early 90s.

2021 started out with many saying it would be the end of short selling but ended up as one of the most fruitful and exciting markets for long and short investors alike.

Carson Block of Muddy Waters Capital makes the case that Chinese real estate platform Ke Holdings ($BEKE) is inflating almost every key metric underpinning its business, along with revenue, likening it to the fraud scene with Luckin Coffee.

As Omicron fears and concerns around Fed taper shock the market and many of the high-flying tech darlings start to show signs of cracking, short-sellers are closing out 2021 on a high note. Ivan Ćosović from Breakout Point highlights that this recent success may seem tied to broader market stress, but the reality is that 2021 has been a strong year for short-sellers regardless of how the market is doing.

Carson Block of Muddy Waters Capital and Dr. Pascal Ströing of MetaShort, discuss whether a black and white dichotomy of right or wrong is a flawed lens to view short-seller research.

Carson Block and Freddy Brick of Muddy Waters Capital and Dan David of Wolfpack Research use the recent happenings around Quintessential Capital Management’s report on Cassava Sciences and QCM’s decision to de-risk shortly after publishing to explore the business model of activist short sellers.

Soren Aandahl, CIO of Blue Orca Capital, joins Zer0es TV to make the case that Standard Lithium is setting up to massively underdeliver on its promises to shareholders.

Ivan Ćosović tracks all things activist short selling and meme stock related at his service Breakout Point. In this interview, Ćosović breaks down what we have seen in both worlds over the last month, highlighting the increased interaction between the two groups.

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.

In this new format where we look to re-examine short theses after the market and company management have had time to process and respond, Carson Block of Muddy Waters Capital does just that for his two most recent targets, Danimer Scientific ($DNMR) and Ke Holdings ($BEKE)

Carson Block of Muddy Waters Capital makes the case that Chinese real estate platform Ke Holdings ($BEKE) is inflating almost every key metric underpinning its business, along with revenue, likening it to the fraud scene with Luckin Coffee.

Soren Aandahl, CIO of Blue Orca Capital, joins Zer0es TV to make the case that Standard Lithium is setting up to massively underdeliver on its promises to shareholders.

Tim Murray of J Capital Research joins “The Chopping Block” to make the case that aspiring geothermal energy company and lithium producer Vulcan Energy Resources has set itself up to massively underdeliver on the promises they have made to investors.

Anne Stevenson-Yang, the co-founder of J Capital Research, joins “The Chopping Block” to outline her short thesis on EV SPAC Faraday Future ($FFIE).

Kir Kahlon, founder and CIO of Scorpion Capital, reveals his latest short thesis on Ginkgo Bioworks Holdings ($DNA).

Soren Aandahl, CIO and founder of Blue Orca Capital, joins Carson Block of Muddy Waters Capital to discuss his short thesis for Hyzon Motors Inc. ($HYZN), which Aandahl argues is eerily reminiscent of Lordstown Motors.

Kir Kahlon, founder and CIO of Scorpion Capital, reveals his latest short thesis on Berkeley Lights Inc. Berkeley Lights is a “one product” life sciences tool company selling an overpriced and ineffective machine that its customer base of well-established big pharma companies consider to be virtually useles

Carson Block, Founder of Muddy Waters Capital, reveals his latest short thesis on Lemonade Inc.

Carson Block, Founder of Muddy Waters Capital, follows up on a previous short thesis of Solutions 30, an IT services firm headquartered in Luxembourg but based listed in France.

Former Deputy National Security Advisor Matt Pottinger has been one of the most influential figures in crafting U.S. policy towards China over the last 5 years. Here, Pottinger and Carson Block of Muddy Waters Capital discuss the evolution of China policy since the early 90s.

Carson Block of Muddy Waters Capital and Dr. Pascal Ströing of MetaShort, discuss whether a black and white dichotomy of right or wrong is a flawed lens to view short-seller research.

Carson Block and Freddy Brick of Muddy Waters Capital and Dan David of Wolfpack Research use the recent happenings around Quintessential Capital Management’s report on Cassava Sciences and QCM’s decision to de-risk shortly after publishing to explore the business model of activist short sellers.

Jamie Catherwood of O’Shaugnessey Asset Management joins Carson Block to discuss Investor Amnesia, Catherwood’s online financial history course examining frauds, manias, and bubbles.

With short- and long-term macro risks piling up across the globe, Carson Block the help of Hugh Hendry to make sense of which of these risks matter most.

When Muddy Waters published pseudonymously on China Zhongwang in 2015, MW claimed the fraud was one of the most complex and global schemes that short-sellers have ever uncovered.

Herb Greenberg is a legendary financial journalist who recently announced that he’s pursuing a career switch to activist short selling. In this candid conversation, Carson and Herb discuss Herb’s transition, including the major pitfalls he’s encountering, particularly around idea generation.

In this episode, Carson Block sits down with Tariq Fancy, the former CIO of sustainable investing at Blackrock. As a big believer in capital markets, Tariq felt allocating capital to the problems of climate change could help solve one of the biggest problems on the planet. However, his experience in ESG was the opposite of solving problems.

Warren Irwin of Rosseau Asset Management highlights just how seedy gold mining and the natural resource industry can be.

Dan Taylor is a tenured professor at The University of Pennsylvania Wharton School. He created the Wharton Forensic Analytics lab which studies financial misconduct in capital markets. Inside the lab, Dan uses big data to go across the universe of publicly traded companies to look for red flags of accounting fraud and insider trading.

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.

2021 started out with many saying it would be the end of short selling but ended up as one of the most fruitful and exciting markets for long and short investors alike.

As Omicron fears and concerns around Fed taper shock the market and many of the high-flying tech darlings start to show signs of cracking, short-sellers are closing out 2021 on a high note. Ivan Ćosović from Breakout Point highlights that this recent success may seem tied to broader market stress, but the reality is that 2021 has been a strong year for short-sellers regardless of how the market is doing.

Ivan Ćosović tracks all things activist short selling and meme stock related at his service Breakout Point. In this interview, Ćosović breaks down what we have seen in both worlds over the last month, highlighting the increased interaction between the two groups.

In this week’s flash update, Imran Lakha of Options Insight, helps viewers understand how options flows are impacting some of the hottest assets this week like Tesla, highly shorted companies, and even Ethereum.

Gordon Johnson, CEO, and Founder of GLJ Research joins Zer0es TV to explain the deep connection between the construction and real estate bubble in China, and commodities like coal, iron ore, and steel.

Carson Block and Freddy Brick of Muddy Waters Capital are joined by Dan David of Wolfpack Research to discuss Cathie Wood’s propensity to double down on shares in questionable companies in the aftermath of activist short-seller reports.

With short- and long-term macro risks piling up across the globe, Carson Block the help of Hugh Hendry to make sense of which of these risks matter most.

In this month’s episode of The Short of It, Carson Block, Freddy Brick, Dan David of Wolfpack Research, and Soren Aandahl of Blue Orca Capital discuss a range of topics from Carson’s recent revelation on interest rates and de-carbonization, to the legal woes of Elon Musk and Elizabeth Holmes.

In this flash update, Carson Block discusses all of the Chinese political movements and fallout in their capital markets.

Dan David of Wolfpack Research joins Tyler Neville for this Zer0es TV Flash Update on how China is cracking down on big tech companies like DiDi

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.

In this Short Selling 101, Chris Drose, founder of Bleeker Street Research, lays out his process and reasoning for focusing on bad actors to find short candidates.

Larry McDonald, Founder of The Bear Traps Report, walks through the intricacies of a company’s capital structure and reveals why investors must understand the debt portion in relation to its equity.

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.