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...
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...
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...
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...
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...
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...
Bridgewater but with Monster Alpha
Although the Shark of Wall Street (“Carson”) isn’t donning his trucker sweater, he does have another colorful shirt for this week’s podcast....
