Shorting Bubbles with Low Moats
Junheng Li, Founder, and CEO of JL Warren Capital, runs a research firm that provides on-the-ground high-frequency data for sectors in the Chinese...
Kir Kahlon, Founder and CIO of Scorpion Capital, dives into his research process in this episode of Short-Selling 101. Kir has been doing some of...
The Convexity Benefits of Short-Selling
In this episode of Short Selling 101, Noel Smith, CIO of Convex Asset Management, discusses how important protecting downside risk is for long-term...
Tracking Repeat Offenders to Find Shorts
In this Short Selling 101, Chris Drose, founder of Bleeker Street Research, lays out his process and reasoning for focusing on bad actors to find...
The Hypocrisy of ESG Investing
In this episode, Carson Block sits down with Tariq Fancy, the former CIO of sustainable investing at Blackrock. As a big believer in capital markets,...
Mobsters, Scams, and Murder in the Mining Industry
Something about gold just makes people go crazy and no industry attracts more scam artists than gold mining. This means companies with no chance of...
Big Data Reveals Big Problems – Insider Selling
Dan Taylor is a tenured professor at The University of Pennsylvania Wharton School. He created the Wharton Forensic Analytics lab which studies...
Understanding Capital Structure
Larry McDonald, Founder of The Bear Traps Report, walks through the intricacies of a company’s capital structure and reveals why investors must...
Major Sell-Offs From Insider Shares Unlocking
Harris Kupperman, the CIO of Praetorian Capital, runs through shareholder unlocks in this episode of Short-Selling 101. In many IPOs and new SPACs,...
