Comments
Transcript
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SPAnother very educational video around how to spot fraud and bad management. Found this video using the new RV search tool which is excellent.
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SBFantastic. Clear and thought provoking. A key take away was avoiding shorts that are crowded, story stocks, or growing.
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ML+NKLA
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DSGreat interview. Excellent thought development. Great at explaining long/short analysis to a regular retail investor. DLS
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DDWow, this was even better than I expected! Mark is a great thinker as well as a clear and precise speaker and Bernd did a great job as an interviewer
Chapters
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Mark Hiley's Background and The Analyst
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The Different Approaches to Short-Selling
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Wirecard
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Position Sizing and the Short Selling Investment Landscape
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NMC Health, DIA, and Idea Generation
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How to Generate An Idea for a Potential Short
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Thoughts on ESG, Blank Check Companies, and "Value Traps"
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Chap Key Takeaways Lessons Learned, Red Flags, and Risk Management