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

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.

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.

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 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.

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.

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

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.

Kir Kahlon, Founder and CIO of Scorpion Capital, reveals his latest short thesis on Quantumscape Corporation.

XL purports to transition truck fleets to hybrid EV technology and the stock is mainly just a promotion of future revenues that are largely fabricated

Dan David, Founder of Wolfpack Research, reveals his latest short thesis on EHang Holdings.

Kir Kahlon, Founder and CIO of Scorpion Capital, exposes one of the top 50 medical device companies by market cap.

Adam Gefvert of White Diamond Research reveals his short thesis on a green energy company that “makes” electric vehicles.

The Chinese live streaming service guilty of bot forming, creating fake transactions and having fake users.

A tale of corporate greed and seemingly blatant disregard for patients’ lives

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.

Josh articulates that most future shorts will come from venture backed companies that are premised on a narrative and expectations that are completely outrageous.

In this conversation with Freddy Brick, Steve reveals intricate details about the $3.5 billion implosion of Greensill Capital.

Michael Woodford was the CEO of Olympus, one of Japan’s largest multinational companies. As the CEO, he encountered one of the biggest cases of corporate accounting fraud in Japan.

Chris Brown is one of the best long/short managers in the public equity game and has compounded his fund at +15% per year since 2008 while never having a down year.

40-45% of the market is now passive. What are the ramifications for market participants? Carson Block and Mike Green sit down to talk about how stock picking is entirely different than it was just 5 years ago

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.

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

In this month’s episode of The Short of it, Freddy Brick of Muddy Waters and Dan David of Wolfpack Research dig into China and two well-known SPACs.

In this flash update, Max Weithe and Tyler Neville discuss the market reaction to Jay Powell’s FOMC release and why the reaction in risk-assets may portend future pain for 60/40 portfolio and risk-parity funds.

In this flash update, Brent Kochuba, Founder of Spot Gamma, discusses the eye-popping short squeezes in the meme stocks. Understand the dynamics behind GameStop, AMC & Bed, Bath & Beyond.

In this month’s episode of The Short of it, Carson Block, Dan David of Wolfpack Research and Soren Aandahl of Blue Orca Capital discuss a range of topics.

In this flash update, Edwin Dorsey, the author of the Bear Cave newsletter, reveals the latest 6 activist short reports.

In this flash update, Harris Kupperman, CIO of Praetorian Capital, shares his insight on the mysterious relationship between Cathie Wood and Bill Hwang and questions whether the correlation of underperformance in Ark ETFs coincides with the implosion of Archegos.

In this month’s episode of The Short of it, the Muddy Waters team and Dan David of Wolfpack Research discuss what an increase in capital gains taxes would mean for short sellers and how capital markets could be effected from this policy change.

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.

Harris Kupperman, the CIO of Praetorian Capital, runs through shareholder unlocks in this episode of Short-Selling 101.

Matt runs us through all of the rare market phenomena occurring in GameStop stock.

Edwin Dorsey of The Bear Caves Report, runs us through his unorthodox practice of uncovering red flags in corporations.

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.