Episode 15 Fraser Perring - Viceroy Research - Short Selling Wirecard and other stocks

Pierpoint Perspective$

English - September 23, 2020 22:57 - 40 minutes - 55.1 MB
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Next Episode: Interview with Andy Dyson, CEO, ISLA October 2020

This episode features renowned short seller Fraser Perring of Viceroy Research. Perring called out Wirecard publicly and suffered the consequences of challenging a darling stock. Other major frauds followed including Steinhoff, which was a $7.4 billion fiasco.

Roy Zimmerhansl asks Perring to discuss a range of matters from the psychology of short selling through to what's next for Viceroy.

Show Timeline:

3:20 A background in life skills

5:25 Foreshadowing Grenke

6:44 Dealing with long term shorts - P&L and psychology

10:05 Finding Short Candidates

12:40 Regulator's reactions to Zatarra/Viceroy reports, allegations and short positions

19:35 Financial Terrorism

22:30 ESG & the value of short sellers

25:35 Surviving bad corporate news

30:09 Perring's fight back against personal attacks

32:00 Accessing securities for short sellers