Carson Block & Freddy Brick of Muddy Waters Research are joined by Dan David of Wolfpack research in this first episode of The Short of it. Together they go back over the past year of short-selling and do an around the horn take on all of the biggest stories. Are we living in a post-truth world? Does fundamental research matter anymore? What is happening with Chinese fraud stocks and how are they still flying higher? They talk about the macro distortions in the market place that have made guys like Dave Portnoy seem more intelligent than any analysts in the business. They address Penumbra and Wirecard and the overwhelming era of fraud in the public marketplace right now.
Take a look at the full Newsletter here: https://zer0estv.lpages.co/the-short-of-it-report/