World of Short Selling Jan Svenda

I chat with Edwin about the following;
What has he learned from his newsletter and what is he doing next 
Which activist shorts campaign has been overlooked
How is he increasingly using FOIA requests
Which campaign was flawed and what is he looking at now
...and much more. Be sure to check out his new offer for the Bear Cave subscribers!  

This episode contains the following and rough timestamps;
0.20 What made Edwin impersonate Harvey Weinstein on babysitting platform care.com
18.00 Why Care.com and Stanford got involved and wanted to take down the article
40.00 How is Edwin using documents from Attorney Generals and other sources
48.00 What value does Edwin see in Stanford studies?
52.00 What does he read
57.00 What is Edwin going to do after Stanford
1.02.00 What is Edwin focusing on now
1.12.00 Why are consumer complaints sent to AG worthwhile research source
1.24.00 Edwin’s favourite reports written by others
1.39.00 Edwin’s problem with the definition of edge
Finally, here is Edwin’s Twitter and link to his newsletter.

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 & Reports
Valiant Varriors on Vitasoy
Wolfpack on QTT

This episode contains the following and rough timestamps;
0.00 Credit mentality and short-selling
10.00 Market oddities – BB bond yielding 1.5% in a distressed potash business
24.20 Balance-sheet driven focus and looking for companies that are forced to grow
31.00 Why is Jeremy not primarily focused on fraud
39.00 Peleton and the question of trading (Netflix)
43.30 One thing Jeremy took away from shorting Tesla
50.10 Jeremy’s best and worst trades (Quicksilver and cannabis stocks)
58.00 How does Jeremy think about timing – looking for zeros
61.00 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 again
Finally, here is Jeremy’s twitter and his website.

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 & Reports
Plainsite on Tesla (TSLA)
Black Mamba on Varta AG
Friendly Bear on Triple-S Management (GTS)

This episode contains the following (rough timestamps);
0.15 Start in short-selling and Big Short
5.00 Background in bankruptcy and fraud litigation
9.30 Focus on two and three sigma ideas  
15.30 How people misinterpret MLPs
18.00 Stanford International Bank – Ponzi with larger losses than Madoff  
31.00 Learning Lessons – Be aware of your dividend yield  
34.30 Sourcing ideas from others
37.30 Unserviceable debt and shorting oilfield services
53.00 Who is Adam following?
59.30 Worst trades – Do not argue on valuation
1.06.00 Worst trades – Anticipate short position doubling on you
1.11.15 Timing and sizing
1.18.00 Mallinckrodt (MNK) – Potential zero with catalysts in 2020
1.30.00 McDermott (MDR) – Example of trading near-bankrupt company  
1.36.00 Options trading
1.42.00 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.