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, and it’s brought about a significant reversal in fortunes for short sellers. To highlight the challenges of short selling and the dramatic shift in sentiment, Mike and Ivan discuss the stellar performance from Coltrane Asset Management. Of the major themes in 2022, ESG has been at the top of the list for activist short targets and Fuzzy Panda Research has made it pay off with their huge win in the Electric Last Mile Solutions (ELMS) bankruptcy. More importantly, with so many successful campaigns, there’s been a noticeable shift in how short sellers are perceived by the retail crowd.
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