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.
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