Comments
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FMWhat do you think that $400Billion market cap short is? My guess is FB as that coincides with what else we've been reading on RealVision.
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KNBABA is a short on the Chinese market, not a fraud. TSLA is a better candidate.
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RDamazing guy. you can tell the genuine joy he gets from what he does - nothing fake about it, no greed. The way he tells these amazing stories is the one of an amazed kid, looking at how stupid the world is. This is the type of stuff one is not hearing on the street. Great job RV ! Learned a lot.
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RDamazing guy. you can tell the genuine joy he gets from what he does - nothing fake about it, no greed. The way he tells these amazing stories is the one of an amazed kid, looking at how stupid the world is. This is the type of stuff one is not hearing on the street. Great job RV ! Learned a lot.
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CYthis dude is awesome
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WMGreat stuff. Loved the stories and justifications. Bit of a strange hard cut off though?
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AGvery enjoyable
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KB“Found Sino Forest from your database? We... found it... through a lawyer.” As opposed to giving creds to MW like he already did in his blog: http://brontecapital.blogspot.co.uk/2011/06/muddy-waters-finest-take-on-chinese.html?m=1 Hugely entertaining, but on occasions a bit like a grandmother’s fart: 40% air, 60% crap
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JHWow, amazing. Learned alot on this one!
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AEGood interview, but I found it disturbing. Disturbing that John and his team were able to find so many shorting opportunities in Canada. I, however, am not surprised. Given how tiny the budgets are for individual provincial securities offices, enforcement is virtually non-existent. During the Harper government years, an effort to create a national SEC was tried but failed due to inter-provincial pissing matches and general bickering amongst the various offices themselves. Now we know the repercussions! Hey, Fraudsters, Cheats and snake-oil salesman of the World, come to Canada where you can get away with bloody murder...
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DSPenny Stock Preventer? Professor? What was it?
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HHWhat is his 100bn fraud?? Anyone have ideas?
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DCFascinating interview. But the Aussie accent requires a few more takes before I get what he is actually saying. The transcript definitely helps!
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AGOne of the more interesting interviews except that I think his opinion on one topic is quite biased and totally misrepresented. He mentioned Toronto and Vancouver, yet he didn’t give a single specific example like he did for China, England, and other markets... I was in Sydney, Australia recently and saw how the properties market there is so artificially inflated that prices on average are 2.5 to 3 times higher than Toronto. The SEC in Canada is actually highly regulated and in many cases much stricter than the States. All in all, statements need to be backed up with factual points.
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MMWhat a great incite into the rouges of this world and to know that someone is out there on the crusade to expose them, if I get a wish list of people that you would like to be stuck on a deserted Island with John Hampton will be one of those persons As this world wide bubble of all things keeps getting more profound JH will be an invaluable man to be listening too What an incredible mind RV need to reschedule that Aussie!
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MSClassic RVTV - none of the CFR stuff.......... ;)
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PNSino-Forest sounds really familiar. Was there an interview about forest companies where it came up?
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RAGreat anecdotal “heads up” on where we are in the cycle....when a Long fund that shorts on the side can’t find ANY longs and is knee deep in shorting opportunities— well, you easily get the picture! Could have used the camera staying on the 4 bullet points après the interview for a few seconds longer as I just couldn’t read them that fast....I really like to review those ending bullet points to see if they match up with my own take-aways. Excellent material there guys....enjoyable to watch and some nice take-always as well!
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JMWould love to know the name of the company owned by Russian mafia which is a short candidate!
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mdI must say I learned more from this video then all the information provided by macro insiders so far. I look forward to more great info like this, also more actionable ideas. hopefully this site will make up for macro insiders.
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SSAdditionally, would like to know of his data of Marijuana Companies as most of these public companies seem to be ripe for shorting. Any info hugely appreciated. Thx!
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ZHMarc Cohodes would be a great follow up to this 1, get him on!
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GMI liked the interview. My only issue with the video is the interview seems like it was cut short. Very awkward ending.
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NGI'm a great fan of John's work and been following him for while. His stories as insightful while being funny but I think he should have delved more on the process. For example, how should one approach in digging the history of the management, which eventually becomes a pointer for further research.
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SBBrilliant! It just goes to show how lazy and incompetent the regulators are.
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VPI knew those dating sites were fake and lopsided! I knew it! Short sellers are a keen bunch and brave too! Great interview.
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JLFantastic, Fantastic, Fantastic!
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DYGreat interview. John is a very charismatic and entertaining character who should write a book about his experiences as a short seller. I'm sure it would make the best sellers list.
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JREntertaining though I'm always more interested in actionable ideas. Would have preferred to hear a follow up on Verizon that he highly touted in his last RV interview.
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BPJudging from all the accolades, this must have been over my head. My take aways are: 1) the world is full of shysters that would like to separate you from your money, 2) getting you to invest with them is a time honored shyster tactic, 3) tigers don't usually change their stripes, and 4) if you keep track of securities shysters and short their endeavors you MAY make some money - IF you are really good at managing the risks involved with short trades (like the guys at Bronte). While entertaining, I did not glean any thought provoking or useful insights from this interview.
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SBOutstanding!
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CLBrilliant ! This is why i signed up to RV. Full length 60min in-depth brilliance, dissecting the frameworks and thought processes of fantastic minds. This is what we regularly had in 2015-2016 with RV, please bring more of these types of interviews back !
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AKMore like this please - thought provoking with lots to follow up on. Less on gold, oil and marijuana lah.
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TFGreat interview. I will be going through the transcript on this one. More like this.
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DKBring on more short sellers. Market will soon belong to them!
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amThis is a classic. Should have had it go longer. Non linear thinking at its finest
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MMIf Winston Churchill was a trader we'd get John Hempton. Brilliant. Incredibly entertaining.
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aoWow! Seriously intriguing but also kind of says "go with what you know" between the limes. Anal leakage and ghonnaria(sp?) aside.
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JSWow, excellent job bridging the theoretical with the practical! Great examples of the pitfalls of being right, but getting killed anyway. Illuminating on shale. Does anyone understand how the "cost of shorting" changes and what the cost is comprised of, beyond dividends?
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DHOne of the best. Please bring him back again
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BVThis guy could probably make more money by publishing his stories on shorting nasty people. He is literally piggy backing on the con men and placing bets against the suckers who fall for it. Brillia
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VSThis is awesome
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AHwow, great interview...
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PBBrilliant piece! Love the uncanny language and view;)
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TALoved it. Fantastic.
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JDOne of Your Best...
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iiEXCELLENT
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iiEXCELLENT
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SPThis is why I signed up for Real Vision, to get information you can't find in MSM.
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SPAbsolutely unmissable - great stuff RV. This REALLY adds knowledge value that helps investment decision making.
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JNLove his stories & anecdotes as he takes you on a journey of the underwold , well done RV & Grant for bringing John to us
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RMGreat turn of phrase and analogies, very entertaining and credible.
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DGThis is gold. Let it run.
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RLhttp://pennystockprofessor.com/ is down, their page on FB is last updated in 2010
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TSgood watch, hard end
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twHow big is his fun and how has his performance been
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twGreat listen, thanks. It's sounded like john had a lot more to say . Why did you cut it and not let run?
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BABrilliant! Thanks RV. Matt pitches his interview very well, and John is the type of guy you want to listen to all day. This is the RVT.
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CMHe is a little sanctimonious for my taste. This was the John H lecture/commercial...
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JMThis interview is packed full of great insights. Well done. Thank you for sharing.
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MAwait, wait...was this the best interview ever on RV? Brilliant!
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anStories about dodgy characters and how they, and their businesses unravel. It's the quirks and foibles of humanity that compound to such extremes which make this so fascinating. Shorting opportunity? Even with all Johns info the idiotic market goes against him. Unless he calls up the BBC to give them an expose.
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HJMakes me paranoid!!!
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SWTHIS is why one pays for RealVision!
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MBHad me in stitches...well done :)
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VMI feel smarter already!! Adventures in Finance, Macro Voices and WE STUDY BILLIONAIRES check out -- I just signed up THINKTANK so I'm in with these guys!!! when I make some money with these products I'll get the $3000 newsletters!!!! GREAT PRODUCTS GRANT and RAOUL
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EHawesome vid...really diverse conversation!
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VKCupid story was hillarious :). I liked the details of other shorts, very unusual perspective, thank you for the interview.
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GSJohn Hempton - the evil older brother of Russell Clark. Brilliant insights into portfolio construction and risk management. Also, as usual, John is extremely engaging.
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SSMr. Hempton is a man who cuts thru the BS, creates more fun informing us of what's behind the curtain. I had a ball watching, listening and will watch this again shortly. I am interested in his comments on Medicis Pharma as to whether they were included in his list of bad guys, as I'm in Scottsdale, AZ and know of the founder by news only, who was well respected. I would love to learn more and more about and from Mr. Hempton. First Class piece!
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SSCould listen to this for hours, he should write a book.
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HHAwesome video.
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TDJohn Hempton’s stories are hilarious, wonderfully entertaining, and educational.
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JHVery entertaining and interesting...my favourite line has to be, "...these are men who you wouldn't want to marry your daughter" when describing companies they short. Lol. Absolutely brilliant.
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RMFascinating interview! One interesting thing about this segment, other than the great "inside" stories of some of these frauds that he shorted, I have noticed that true "honest and upright" short sellers (eg, Fleckenstein, Cohodes, Chanos, Einhorn, etc) are almost always incredibly smart, nice, and funny people (and I would add Hempton to this list). Even though they are sometimes claimed to view the world (investment world at least) thru a dark prism, they almost always seem to have a sunny perspective on the "real" world (ie, non-investment world). I really like that!
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JSSuperb
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TJI always enjoy listening to John's valuable insights. Apart from being an incredibly interesting and successful investor, he provides an invaluable reminder of how many crooks and sharks infest our markets, and why there is never any substitute for personal exhaustive research and due diligence. Thank you RVTV.
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NvEntertaining and educational. Great job
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jsgreat stuff
Chapters
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Investment Framework
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Shorting the Bad Guys
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Securities Fraud Hotspots
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Crooked Gold Mines
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Why 20 Basis Points?
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Long Value, Short Fraud
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Oil's Dirty Little Secret
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Story Time
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The Abominable No-Man: Risk Managment
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Valeant Pharma: A Posse of Outlaws
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Hard to Find Longs, Easy to Find Frauds
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Seth Golden's VIX Millions
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Cupid PLC
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UniPixel