Carson Block of Muddy Waters Capital makes the case that the value proposition at Sunrun (RUN) is built on a foundation of dubious modeling. Core to...
Soren Aandahl of Blue Orca Capital makes the case that MINISO (MNSO) has been deceiving investors about its core business model.
Fraud Fest 2022 & Snake Whisperers
In this week’s episode, Freddy is back from sabbatical, but Carson is dialing in from sunny California
Carson Block of Muddy Waters Capital makes the case that Hannon Armstrong (HASI) is a value-destructive REIT in pursuit of the ESG wave. At the heart...
In the recently-published book The Revolution That Wasn’t: How GameStop and Reddit Made Wall Street Even Richer, we learn that the narrative about...
Bill Hwang and A Japanese Orphanage
With his business ideas falling apart at the seams, Freddy has taken a page out of Elon Musk’s playbook and gone MIA this week.
