Robin is back, and the crew reveals their stand-in for his frequent absences.

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.

Mike Coolbaugh sits down with Ivan Cosovic of Breakout Point to discuss the biggest themes in the world of short selling. While July was a busy month for short sellers, it looks as though the meme stock revival sent many activists back to the beach for a vacation in the month of August.

Batman & Robin take a back seat to another rock star by the name of the Acid Capitalist. In this week’s podcast, the crew is joined by Hugh Hendry who’s channeling his sixth sense.

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

Robin has returned from Vietnam and it’s clear that Bruce Wayne and Krista are thrilled to have him back. Brimming with optimism from his trip to Ho Chi Minh City, Freddy suggests a new twist to investing by proposing his idea for Fraud Tank.

July was a busy month for short activists, doubling the activity from the same period a year ago. However, with the revival of the meme stock craze, the performance of activist calls has been a bit underwhelming.

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

In this week’s episode, was Nancy Pelosi’s Taiwan trip reckless in poking the bear? And all this geopolitical tension has Freddy back to researching an ICBM which, to no surprise, is still highly illegal.

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

“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.

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.

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.

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.

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.

Robin is back, and the crew reveals their stand-in for his frequent absences.

Mike Coolbaugh sits down with Ivan Cosovic of Breakout Point to discuss the biggest themes in the world of short selling. While July was a busy month for short sellers, it looks as though the meme stock revival sent many activists back to the beach for a vacation in the month of August.

Batman & Robin take a back seat to another rock star by the name of the Acid Capitalist. In this week’s podcast, the crew is joined by Hugh Hendry who’s channeling his sixth sense.

Robin has returned from Vietnam and it’s clear that Bruce Wayne and Krista are thrilled to have him back. Brimming with optimism from his trip to Ho Chi Minh City, Freddy suggests a new twist to investing by proposing his idea for Fraud Tank.

July was a busy month for short activists, doubling the activity from the same period a year ago. However, with the revival of the meme stock craze, the performance of activist calls has been a bit underwhelming.

In this week’s episode, was Nancy Pelosi’s Taiwan trip reckless in poking the bear? And all this geopolitical tension has Freddy back to researching an ICBM which, to no surprise, is still highly illegal.

Mike Coolbaugh sits down with Ivan Cosovic of Breakout Point to discuss the biggest themes in the world of short selling. As an added bonus to the usual monthly update, Ivan provides an overview of how the entire first half of 2022 has played out.

In this week’s episode, Freddy is back from sabbatical, but Carson is dialing in from sunny California. Given his new trucker look, there are serious questions as to whether Freddy really contracted Covid while he was away, or if it was just a mistaken case of Monkeypox.

With his business ideas falling apart at the seams, Freddy has taken a page out of Elon Musk’s playbook and gone MIA this week. In his absence, Soren Aandahl of Blue Orca Capital joins Carson to discuss this week’s most pressing issues.

The gang is back and Carson recalls his time in the Shanghai storage business, how he exacted his revenge on the Chinese VCs, and why he considers himself the Fidel Castro of China’s venture capital industry.

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.