Published on: January 19th, 2021 • Duration: 49 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.