World of Short Selling
16 episodes - English - Latest episode: almost 4 years ago - ★★★★★ - 3 ratingsA weekly podcast about short selling. Want to know who is shorting what and why? Then subscribe.
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Episodes
Episode #16 - Edwin Dorsey
September 28, 2020 17:00 - 1 hour - 177 MBI chat with Edwin about the following; What has he learned from his newsletter and what is he doing next Which activist shorts campaign has been overlooked How is he increasingly using FOIA requests Which campaign was flawed and what is he looking at now ...and much more. Be sure to check out his new offer for the Bear Cave subscribers!
Episode #15 - Edwin Dorsey
March 08, 2020 21:51 - 1 hour - 191 MBThis episode contains the following and rough timestamps; 0.20 What made Edwin impersonate Harvey Weinstein on babysitting platform care.com 18.00 Why Care.com and Stanford got involved and wanted to take down the article 40.00 How is Edwin using documents from Attorney Generals and other sources 48.00 What value does Edwin see in Stanford studies? 52.00 What does he read 57.00 What is Edwin going to do after Stanford 1.02.00 What is Edwin focusing on now 1.12.00 Why are consumer com...
Episode #14 - Week 31.01
February 02, 2020 21:15 - 11 minutes - 21.6 MBThis week I am going to look at three Chinese companies. I will start with a summary of a lesser-known campaign on Vitasoy which was targeted by Valiant Varriors. Vitasoy is allegedly a classic Chinese fraud exposed by looking at the subsidiary-level financials. I will follow-up on QTT, the short of Wolfpack which features similar allegations to Vitasoy. Except QTT is up 44% since the call. Finally, I will quickly talk about NIO, the Tesla clone burning insane amounts of cash which seems ...
Episode #13 - Jeremy Raper
January 17, 2020 20:08 - 1 hour - 164 MBThis episode contains the following and rough timestamps; 0.00 Credit mentality and short-selling 10.00 Market oddities – BB bond yielding 1.5% in a distressed potash business 24.20 Balance-sheet driven focus and looking for companies that are forced to grow 31.00 Why is Jeremy not primarily focused on fraud 39.00 Peleton and the question of trading (Netflix) 43.30 One thing Jeremy took away from shorting Tesla 50.10 Jeremy’s best and worst trades (Quicksilver and cannabis stocks) 58...
Episode #12 - Week 10.01
January 10, 2020 16:24 - 12 minutes - 22.2 MBThis week I am going to look at three campaigns. One will be about none other than Tesla and the lengthy report done by Plainsite, the docket site run by Aaron Greenspan. The other short will be from Black Mamba who targeted Varta AG, a German maker of batteries used in earphones such as airpods. Lastly, I will provide a short update on Triple-S management, the short of Friendly Bear. I would also like to thank Breakout Point for data that I used in preparation for the podcast. Breakou...
Episode #11 - Adam Block
January 08, 2020 17:27 - 1 hour - 197 MBThis episode contains the following (rough timestamps); 0.15 Start in short-selling and Big Short 5.00 Background in bankruptcy and fraud litigation 9.30 Focus on two and three sigma ideas 15.30 How people misinterpret MLPs 18.00 Stanford International Bank – Ponzi with larger losses than Madoff 31.00 Learning Lessons – Be aware of your dividend yield 34.30 Sourcing ideas from others 37.30 Unserviceable debt and shorting oilfield services 53.00 Who is Adam following? 59.30 Wo...
Episode #10 - Week 13.12
December 15, 2019 19:03 - 11 minutes - 21.5 MBThis week I am going to look at two new campaigns. One will be from Citron about the infamous bike company Peleton, subscribers of which are now valued by the market with a price of one bike and 28 years of their subscription plans. Citron believes that this makes the company extremely overvalued. The other will be from Aurlies Value which targeted NBIX a pharma company that employed at least 64 employees from Avanir which had to pay a large fine for allegations of fraud and kickbacks. Chi...
Episode #9 - Week 06.12
December 06, 2019 18:12 - 10 minutes - 19.6 MBThis week’s episode is going to include a great contrast between the short targets. On one hand, we will see a complex target composed of a Canadian retailer that is facing several fundamental issues. This could lead to credit downgrade which should present a downside. On the other hand, we have my favorite biotech, Enochian Biosciences whose head scientist pleaded guilty to commercial burglary and is a support of the Spoon Bender, a magician who allegedly can bend spoons with his mind. Ov...
Episode #8 - Gabe Bernarde (Viceroy Research)
December 06, 2019 14:59 - 1 hour - 169 MBThis episode contains the following (rough timestamps); 0.15 How did Gabe start at Viceroy through PI work 6.00 Difference in fraud across geographies 7.10 Gabe’s specific focus 8.10 Sourcing of ideas 9.10 Being CC’ed to consumer complaints 10.10 Screening of ideas 13.00 Decision-making regarding publishing a report 15.10 Dreaded timing of short selling 19.00 Best and worst trade 24.00 Instagram feed and fake-wig test 28.20 Athenex (ATNX) and why is still a short 51.50 Preti...
Episode #7 - Week 22.11
November 24, 2019 18:45 - 14 minutes - 26.5 MBThis episode contains the following; This week I am going to look at the carnage that happened at Kasen, an alleged complete Chinese fraud, US-listed Chinese biotech that is likely lying about their facilities. A Puerto-Rican holding company whose insurance subsidiary is likely insolvent. Last but not least, I will highlight a campaign targeting US-listed biotech whose head scientist is apparently Nikola Tesla, Leonardo Da Vinci, and Einstein in one person. He also believes people can bend...
Episode #6 - Week 15.11
November 15, 2019 12:23 - 11 minutes - 20.3 MBThis episode contains the following; This week I am going to look at the continued effort of Viceroy over at ATNX biotech with alleged poor product pipeline and insiders which allegedly siphon cash out of shareholders of ATNX. I will also highlight a new campaign of Spruce Point which is targeting an SP500 company and alleging fraudulent business practices. This could serve as a strong catalyst for the thesis. Lastly, I will talk about Culper’s campaign on ProPetro, an oil & gas company t...
Episode #5 - Ian Bezek
November 08, 2019 17:16 - 1 hour - 135 MBThis episode contains the following (rough timestamps included); 0.30 How Ian got a job at Kerrisdale 5.00 Short-selling as a generalist 7.30 What would he do more of if he stared all over again 9.00 Sourcing short ideas through looking for longs 13.00 What is the advantage of smaller short-sellers 17.00 Timing and crowded trades 18.00 Best and worst trade – Argentina 24.30 Research focus and Twitter 25.55 Shorting Solar in 2019 28.20 Shorting boring consumer stocks 32.00 Ian’s cu...
Episode #4 - Week 08.11
November 08, 2019 17:07 - 7 minutes - 14.6 MBThis episode contains the following; A look back at Japanese biotech that has not been able to push a single drug to phase 2 in 13 years, and an oil & gas company which pays their investor relations director over 700,000 $ or six times the average. Tickers & Reports Muddy Waters on Peptidream (4587.JP) Culper Research on ProPetro (PUMP) Note: The IR salary of Sam Sledge is more like 6x than 7x just to be precise.
Episode #3 - Week 01.11.
November 01, 2019 15:06 - 23 minutes - 43.8 MBThis episode contains the following; This week I quickly note the new campaign of Spruce Point, look at a solar-related company that might be stuffing their channels and a hot new IPO steered by a person who oversaw the bust of Pets.com, a poster child of the dotcom bubble. Last but not least, I talk about a used car company that is making more money on selling loans than cars and is burning cash despite revenue increases. Tickers & Reports Spruce Point on Hill-Rom (HRC) J Capital Resea...
Episode #2 - Adam Gefvert, CFA
October 25, 2019 17:29 - 1 hour - 132 MBThis episode contains the following; Adam’s start in short selling during the financial crisis Efficient Market Hypothesis (EMH) and small-caps Trading in the small-cap space and story of DCGD Adam’s Medical Device focus Adam’s best short yet, still actionable? – TRXC How Adam handles expertise in the medical device space Adam’s worst trade – bankruptcy stock How Adam deals with short squeezes Adam’s edge in short selling Short selling opportunity in BSGM A possible scam Adam is n...
Episode #1 - Week 25.10
October 25, 2019 16:46 - 23 minutes - 42.9 MBThis episode contains the following; A look back at a medical device company that is allegedly overcharging insurers, a biotech that looks like a classic US-listed Chinese stock and a pair of solar companies with dubious business models. Tickers & Reports Night Market on Zynex (ZYXI) Viceroy on Athenexv (ATNX) Aurelius on Vivint Solar (VSLR) Pedro de Noronha on Sunrun (RUN) Please note that in the case of VSLR the provision is actually $6.9 million instead of $6.1 million as mentione...