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....
Happy New Year! Freddy starts 2024 off with a bang. Not only has he reverted to his ‘no shoes’ policy, but he kicks things off with yet another...
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...
If at all possible, try to divert your attention away from the t-shirts. The first rule of T-Shirt Club is: you do not talk about the damn t-shirts!...
