Undisclosed Legal Defeat Creates PODD Short And Korean Long Opportunity
Soren Aandahl of Blue Orca Capital stops by Zer0es TV to present his short thesis on Insulet Corporation (NASDAQ: PODD). Blue Orca is short Insulet...
Harvey’s Gangrene or California Taxes?
Time to get strapped in for this week’s ZFG speedrun. Ok, to be fair, it’s probably not our best choice of phrasing to use ‘strapped in’ with...
The Faux Wisdom of Rate Forecasting
Coming at you with a new spin on the ZFG format, Krista, Freddy, and Carson thought we’d like to get up close and personal. No, seriously Krista,...
Peter Thiel and His Palantir Pirates
The only thing better than watching Alex Karp coming unhinged on CNBC is the fact that one of its co-founders, who’s also the Chairman of the Board...
Soren Aandahl of Blue Orca Capital joins Zer0es TV to share his firm’s latest short thesis on Dayforce, Inc. (NYSE: DAY). Blue Orca believes...
A Trip to the Ranch After Dark
Ever wonder what the children of Texas do in their spare time? After a weekend where Carson and Freddy visited a friend’s ranch, the crew takes a...
Soren Aandahl of Blue Orca Capital joins Zer0es TV to present his firm’s short thesis on Fluence Energy, Inc. (FLNC). In Blue Orca’s opinion,...
Dan David of Wolfpack Research presents his short thesis on Innodata (INOD). Dan’s work shows that, despite touting itself as an AI company, the...
Dwarfism in the Metaverse: Modern Warfare
When things start and stop working all at the same time. Carson opens our latest episode with a personal struggle that plagues middle-aged men around...
