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EssentialThe Essential Conversation

How Frothy Markets Have Created a Bull Market in Short Selling

Featuring Edwin Dorsey

Jan 19, 2021 • 48 minutes

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Essential

The Essential Conversation

How Frothy Markets Have Created a Bull Market in Short Selling

One of the brightest young stars in short selling is capitalizing on market froth and the bull market in activist short seller research.

Featuring Edwin Dorsey

Jan 19, 2021 • 48 minutes

While markets have continued to melt up cries of bubble and commentary on the onslaught of companies clearly benefiting from these dynamics in spite of ridiculous valuations and questionable business models and practices have exploded. One of the brightest young stars in short selling, Edwin Dorsey, author of "The Bear Cave" newsletter is capitalizing on the amount of quality short seller research being produced by curating others research and producing his own short "leads." In this interview with Max Wiethe, Dorsey helps viewers make sense of the current market froth, describes his own unique process for generating short ideas, and runs through two recent targets of his newsletter as case studies of what he is looking for in this market. Filmed on January 12, 2021. Key Learnings: Dorsey highlights that the time has never been better for short sellers but cautions against shorting blindly, especially in overly frothy industries like EVs, and explains why he likes targeting 1$-$10 billion companies flying under most analysts' radar. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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