Comments
Transcript
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TSGreat interview. Admire Quinton's work and courage. Admire Max: His questions never overpower. They always seem so 'straight ahead', yet often embody subtle insight, raising conversation to the next level. Thanks to both.
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CMQuinton kinda reminds me of Michael Burry (Christian Bale version). Wish I learned more about research methods, though: like 20% of what I do is in the 10k. Enjoyed it.
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DTCorporate Rule of Law is destroying America.
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YBVery Interesting Interview indeed! Thanks to Max and Quinton. There's a lot to learn from this interview. It's a keeper!
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MDNice interview. Thanks Max and Quinton. "You have to go big or you have to go home" - I like your style with that. I agree that we should have the right to address risks in the markets without the threat of litigation. Lying short sellers will be found out just as dodgy companies would (should) be. The pump and dump side "never" gets criticised yet you'll hear "ban short selling" all the time. I think, just off the top of my head, that a powerful idea for this could be common knowledge group dynamics.
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HHMan is smart, clear his shelves and background of anything that can identify his friends, family, interests, accolades etc. this was a great interview and hopefully he is on again! Well done and stay strong man!
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JWI enjoyed the interview and the discussion. The points that Quinton raises about free speech are disturbing, though--essentially unless you are ready to spend a couple of hundred thousand USD fighting, then you can be shutdown pretty easily. The best ever case I've seen of handling shorts was Reed Hastings at Netflix with Whitney Tilson back in 2010. I haven't seen a public company CEO respond that way since. <https://www.businessinsider.com/netflix-ceo-reed-hastings-responds-to-whitney-tilson-cover-your-short-position-now-2010-12> Some gems from Hastings: "Moving to more interesting angles, Whitney documents our recent decreased FCF conversion due to us paying for content earlier than we had in the past. With this angle, Whitney does draw a little blood. " or "An issue that Whitney did not bring up is potential Netflix international expansion that would shrink global margins in the short term." I wish they taught that case at HBU.
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FCThis is such a great interview! It’s a David and Goliath story and I can definitely appreciate Quinton sharing his story.
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MJGreat, interesting and encouraging. Quinton is following the other warriors in his field (Marc Cahodes, Carson Block, Roddy Boyd, Dan David etc), WE need all of them!
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MHGreat interview
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JDWhere else will you get this information? David versus Goliath and all that goes along with such a terrific story. I respect Quinton for laying it out there and fighting for truth. The market is better for it. Thank you!!
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TBEnjoyed the discussion. Further on the topic - what about having Thomas Kaplan of Novagold back on? After the midsummer beat down amidst J Capital's report, it could be interesting to hear from him.
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DSWell done. It is the board of directors and its chairperson that represent the shareholders. I would suggest adding chairpersons to your search for new presentations. If I were on the board of directors, at the first sign of a well-documented short position paper, I would call in the internal auditors to objectively review the report and interview the author of the report if helpful. This should be done even if the chairperson is the CEOs. It is interesting that a lot of CEOs are interviewed about shorts on TV, but normally not chairpersons. DLS
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JSNice one I need to watch it over and over again. Such an interesting world!
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OAGreat to get a little more perspective behind the scenes of short sellers.
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AKWhat a cool guy 😎 RESPECT 🙌
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DGGreat interview.