14 episodes
World of Short Selling Jan Svenda
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- Investing
A weekly podcast about short selling. Want to know who is shorting what and why? Then subscribe.
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Episode #14 - Week 31.01
This week I am going to look at three Chinese companies.I will start with a summary of a lesser-known campaign on Vitasoy which was targeted by Valiant Varriors. Vitasoy is allegedly a classic Chinese fraud exposed by looking at the subsidiary-level financials.I will follow-up on QTT, the short of Wolfpack which features similar allegations to Vitasoy. Except QTT is up 44% since the call.Finally, I will quickly talk about NIO, the Tesla clone burning insane amounts of cash which seems to be currently in a now or never position.I would also like to thank Breakout Point for data that I used in preparation for the podcast. Breakout Point is a great platform for those interested in tracking ongoing short campaigns.If you want to ensure that you do not miss any new activist campaigns or any updates to already published reports, be it SEC filings, new tweets by short-sellers or press releases by the targeted companies, do take advantage of my 10% discount code for the first two months for a subscription to Breakout Point.You can claim it by going to breakoutpoint.com and subscribing with the code ‘podcast’. Affordable and flexible subscriptions provide a complete and timely overview of what is happening in activist shorting.Tickers & ReportsValiant Varriors on VitasoyWolfpack on QTT
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Episode #13 - Jeremy Raper
This episode contains the following and rough timestamps;0.00 Credit mentality and short-selling10.00 Market oddities – BB bond yielding 1.5% in a distressed potash business24.20 Balance-sheet driven focus and looking for companies that are forced to grow31.00 Why is Jeremy not primarily focused on fraud39.00 Peleton and the question of trading (Netflix)43.30 One thing Jeremy took away from shorting Tesla50.10 Jeremy’s best and worst trades (Quicksilver and cannabis stocks)58.00 How does Jeremy think about timing – looking for zeros61.00 Shorting NIO (NIO)78.00 Jeremy’s best short pick now – Westshore (WTE.TO)89.00 What would Jeremy do more of if he were to start all over againFinally, here is Jeremy’s twitter and his website.
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Episode #12 - Week 10.01
This week I am going to look at three campaigns. One will be about none other than Tesla and the lengthy report done by Plainsite, the docket site run by Aaron Greenspan.The other short will be from Black Mamba who targeted Varta AG, a German maker of batteries used in earphones such as airpods.Lastly, I will provide a short update on Triple-S management, the short of Friendly Bear.I would also like to thank Breakout Point for data that I used in preparation for the podcast. Breakout Point is a great platform for those interested in tracking ongoing short campaigns.If you want to ensure that you do not miss any new activist campaigns or any updates to already published reports, be it SEC filings, new tweets by short-sellers or press releases by the targeted companies, do take advantage of my 10% discount code for the first two months for a subscription to Breakout Point.You can claim it by going to breakoutpoint.com and subscribing with the code ‘podcast’. Affordable and flexible subscriptions provide a complete and timely overview of what is happening in activist shorting.Tickers & ReportsPlainsite on Tesla (TSLA)Black Mamba on Varta AGFriendly Bear on Triple-S Management (GTS)
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Episode #11 - Adam Block
This episode contains the following (rough timestamps);0.15 Start in short-selling and Big Short5.00 Background in bankruptcy and fraud litigation9.30 Focus on two and three sigma ideas 15.30 How people misinterpret MLPs18.00 Stanford International Bank – Ponzi with larger losses than Madoff 31.00 Learning Lessons – Be aware of your dividend yield 34.30 Sourcing ideas from others37.30 Unserviceable debt and shorting oilfield services53.00 Who is Adam following?59.30 Worst trades – Do not argue on valuation1.06.00 Worst trades – Anticipate short position doubling on you1.11.15 Timing and sizing1.18.00 Mallinckrodt (MNK) – Potential zero with catalysts in 20201.30.00 McDermott (MDR) – Example of trading near-bankrupt company 1.36.00 Options trading1.42.00 Did Adam Neumann know WeWork is dubious?1.45.00 What would Adam do differently if he started again?Finally here is Adam's Twitter and Seeking Alpha page.
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Episode #10 - Week 13.12
This week I am going to look at two new campaigns.One will be from Citron about the infamous bike company Peleton, subscribers of which are now valued by the market with a price of one bike and 28 years of their subscription plans. Citron believes that this makes the company extremely overvalued.The other will be from Aurlies Value which targeted NBIX a pharma company that employed at least 64 employees from Avanir which had to pay a large fine for allegations of fraud and kickbacks. Chief Commercial Officer of NBIX is supposedly the same person as the one who was heavily involved with an alleged kickback scheme in Avanir.I will also provide an update regarding ATNX which is short of Viceroy and talk about a relatively new short-selling website called Utopia Capital and their focus on small-caps which showcase supposedly dubious share price action. Before we start, I would just like to remind you that all you hear on the podcast are opinions. I am not a registered investment advisor, please do your own due diligence. Short selling can hold risks that are different from going long.I would also like to thank Breakout Point for data that I used in preparation for the podcast. Breakout Point is a great software tool for investors interested in tracking ongoing short campaigns.Tickers & ReportsCitron on Peleton (PTON)Aurelius Value on Neurocrine Biosciences (NBIX)Utopia Capital on GRN Holding Corp. (GRNF)
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Episode #9 - Week 06.12
This week’s episode is going to include a great contrast between the short targets.On one hand, we will see a complex target composed of a Canadian retailer that is facing several fundamental issues. This could lead to credit downgrade which should present a downside.On the other hand, we have my favorite biotech, Enochian Biosciences whose head scientist pleaded guilty to commercial burglary and is a support of the Spoon Bender, a magician who allegedly can bend spoons with his mind. Over the past two weeks, White Diamond Research found new information that makes ENOB the craziest and most overvalued biotech that WDR has ever seen.I would also like to thank Breakout Point for data that I used in preparation for the podcast. Breakout Point is a great software tool for investors interested in tracking ongoing short campaigns.Tickers & ReportsSpruce Point on Canadian Tire Corp. (CTC)White Diamond on Enochian Biosciences (ENOB)Blue Orca on Kasen (HK.0496)
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