Dan David is Back on the Block to give an update on Wolfpack’s short campaign begun less than one week ago. Five days after Wolfpack questioned B....
Fairfax Financial: The Oracle of Nothing
Carson Block, Founder of Muddy Waters Capital, makes the case that Fairfax Financial Holdings (FFH CN) is more akin to the ‘GE of Canada’ than...
Old Business, New Accounting Games
Vic Bonilla of Jehoshaphat Research makes the short case on Dun & Bradstreet (DNB). Central to their thesis, Vic believes that the company’s cash...
A REIT Insider’s Reasons to Short BXMT
“KC”, who publishes as Old Time REITster, sits down with Carson Block of Muddy Waters Capital to explain why he’s short Blackstone Mortgage...
Dan David of Wolfpack Research makes the short case on Ramaco Resources (METC). Central to their thesis, Wolfpack believes that Ramaco’s new Brook...
Carson Block, Founder of Muddy Waters Capital, makes the case that Blackstone Mortgage Trust, Inc. (BXMT) could be at risk of a liquidity crisis. At...
Carson Block’s Big Sunrun Mistake
Carson Block, Founder of Muddy Waters Capital, admits to having made a major mistake in his previous short of Sunrun (RUN). Muddy Waters realized...
Keith Dalrymple of Dalrymple Finance makes the short case on Brookfield Infrastructure Partners (BIP). At the heart of this thesis, Keith posits that...
Whose Prices Are Swimming Naked?
“JR” of Jehoshaphat Research makes the short case on Service Corporation International (SCI). JR observes that online price transparency has...
