An Imaginary Pot of Gold

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...

A Crumbling Chinese Retailer

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

An ESG Grifting REIT

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...

The Faux GameStop Revolution

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.

Big Changes to Insider Trading

Dan Taylor of The University of Pennsylvania Wharton School is back on Zer0es TV to share some encouraging updates from the SEC. Based on Dan’s...

The Fidel Castro of Chinese Venture Capital

The gang is back and Carson is pulling out all the stops to convince Krista to stay on as a fixture at Zer0 Fucks Given.

A Short Selling Musical, Peasant Brawls & Angry Incels

Carson is back from Vietnam and the crew has a big announcement!

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