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...
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....
Academic Rambo at the Woke Museum
If you ever find yourself questioning your intellectual capabilities, just remember, Josh Mitts is still a Professor of Law at Columbia Law School....
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...
