Fairfax Financial: The Oracle of Nothing
Carson Block, Founder of Muddy Waters Capital, makes the case that Fairfax Financial Holdings (FFH CN) is more akin to the ‘GE of Canada’ than claims of being another Berkshire disciple.
Category / Big Announcements
Old Business, New Accounting Games
Vic Bonilla of Jehoshaphat Research makes the short case on Dun & Bradstreet (DNB). Central to their thesis, Vic believes that the company’s cash flows are vastly overstated, rendering it virtually impossible to pay down its mountain of debt.
A REIT Insider’s Reasons to Short BXMT
“KC”, who publishes as Old Time REITster, sits down with Carson Block of Muddy Waters Capital to explain why he’s short Blackstone Mortgage Trust Inc. (BXMT).
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