Taking the Axe to an ESG Dividend Darling
Soren Aandahl of Blue Orca Capital makes the case that Enviva (EVA), the world’s largest maker of wood pellets, inflates EBITDA, will be forced to...
Soren Aandahl of Blue Orca Capital makes the case that MINISO (MNSO) has been deceiving investors about its core business model.
An Inflated Cannabis Bank Hiding in the Weed
Soren Aandahl from Blue Orca Capital makes the case that Innovative Industrial Properties (IIPR) is a cannabis bank, masquerading as a REIT.
The Battery Recycling SPAC with Fatal Combinations
Soren Aandahl from Blue Orca Capital returns to make the case that battery recycling SPAC Li-Cycle (LICY) is a near-fatal combination of stock...
Standard Lithium – Another Direct Lithium Letdown? – 11/18/21
Soren Aandahl, CIO of Blue Orca Capital, joins Zer0es TV to make the case that Standard Lithium is setting up to massively underdeliver on its...
Is Hyzon Motors the Chinese Lordstown? – 09/28/2021
Soren Aandahl, CIO and founder of Blue Orca Capital, joins Carson Block of Muddy Waters Capital to discuss his short thesis for Hyzon Motors Inc....
