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. First, they debate the rise of speculative investing in meme stocks and crypto tokens and delve into how it creates a volatility headache for professional investors. The flows into an out of these assets muddles the market and creates another obstacle for short-sellers. The group also discusses the Elizabeth Holmes trial and shares their thoughts on the cycle of regulatory enforcement. Lastly, Carson dives into another short-selling win and shares the sequence of events that led to the implosion of Solutions 30, a European IT services stock that recently failed to issue audited financial statements.
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