Soren Aandahl of Blue Orca Capital stops by Zer0es TV to present Blue Orca’s latest short opinion on Baldwin Insurance Group, Inc. (NASDAQ: BWIN)

The God complex amongst Tech Billionaires has reached a boiling point. To be fair, Elon has taken a page out of the Zer0es playbook and clearly gave zero fucks with his jiggly puff dance at a recent Trump rally. Zuckerberg, on the other hand, is […]

Vic Bonilla of Jehoshaphat Research joins Zer0es TV to present his short thesis on Montrose Environmental Group (MEG).

Soren Aandahl of Blue Orca Capital joins Zer0es TV to present Blue Orca’s short thesis on Sun Communities, Inc. (NYSE: SUI).

After a lengthy hiatus, the crew is back with our latest episode of ZFG. Freddy leads off with news of an Academic feline and it clearly hits a nerve with Carson. While most viewers were consumed with Donald Trump’s claims of immigrants eating people’s pets, […]

In this episode, Carson and Edwin break down the charges and allegations underlying the Government’s complaint against activist short seller Andrew Left.

When it comes to the woke agenda, few understand that the Republican Party is the true support system behind the LGBTQ community. Some might say that Freddy is just trying to rag on the US political process but he’s simply providing the facts – Republicans […]

One man created Facebook. The other pitched Poober. They are not the same. And just in case there were any lingering debate over who’s cooler – Freddy Brick or Mark Zuckerberg – it’s all been settled over 4th of July wakeboarding. Freddy and Carson go on […]

Keith Dalrymple of Dalrymple Finance visits Zer0esTV to present his short thesis on Willscot Mobile Mini (WSC).

The ongoing feud between James Fishback and Greenlight Capital has been ratcheted up to a whole new level. For the first time in history, a portfolio manager at a multi-billion-dollar firm was awarded a $800k bonus due to his generating ~$100 million in profits. I […]

Soren Aandahl of Blue Orca Capital stops by Zer0es TV to present Blue Orca’s latest short opinion on Baldwin Insurance Group, Inc. (NASDAQ: BWIN)

Vic Bonilla of Jehoshaphat Research joins Zer0es TV to present his short thesis on Montrose Environmental Group (MEG).

Soren Aandahl of Blue Orca Capital joins Zer0es TV to present Blue Orca’s short thesis on Sun Communities, Inc. (NYSE: SUI).

Keith Dalrymple of Dalrymple Finance visits Zer0esTV to present his short thesis on Willscot Mobile Mini (WSC).

Dan David of Wolfpack Research joins Zer0esTV to reveal his short thesis on Media Alpha (NYSE: MAX)

Carson Block, Founder of Muddy Waters Capital, joins Zer0esTV to reveal his short thesis on Eurofins Scientific SE (ERF.FP)

Vic Bonilla of Jehoshaphat Research joins Zer0es TV to present their short thesis on The Toro Company (TTC).

Soren Aandahl of Blue Orca Capital stops by Zer0es TV to present his short thesis on Insulet Corporation (PODD).

Soren Aandahl of Blue Orca Capital joins Zer0es TV to share his firm’s latest short thesis on Dayforce, Inc. (NYSE: DAY).

Soren Aandahl of Blue Orca Capital joins Zer0es TV to present his firm’s short thesis on Fluence Energy, Inc. (FLNC).

In this episode, Carson and Edwin break down the charges and allegations underlying the Government’s complaint against activist short seller Andrew Left.

Joe Saluzzi, Partner and Co-Founder of Themis Trading LLC joins Freddy Brick on Zer0esTV to dive into the latest stock market flash crash.

In light of new SEC proposals, Joe Saluzzi of Themis Trading sits down with Freddy Brick to dissect what’s going on behind the scenes. From tick sizes to access fees, Joe breaks down what this means for individual investors and how it may impact the hot topic of payment for order flow (“PFOF”). While Wall Street won’t go down without a fight for this lucrative hustle, Joe believes these latest measures are an attempt to make life more challenging for the traditional PFOF business model.

In this short story, Carson Block sits down with authors Matthew Campbell to discuss their shocking true crime book about a murder, hijacking, and global finance. Dead in the Water is one of Carson’s favorite books from 2022

In this Short Story, Freddy Brick of Muddy Waters Capital sits down with Thomas Braziel from 507 Capital to uncover how his firm made a 1,700% return from a boring old bankruptcy claim.

Freddy Brick sits down Duncan Mavin, Financial Journalist and Author of The Pyramid of Lies.

Soren Aandahl of Blue Orca Capital makes the case that Enviva (EVA), the world’s largest maker of wood pellets, inflates EBITDA, will be forced to cut its dividend, and is greenwashing its wood procurement.

Roddy Boyd of The Foundation For Financial Journalism makes the case that PennyMac Financial Services, Inc. (PFSI) is at the center of a brewing mortgage crisis.

In Part II of this Short Story, Freddy Brick and Joe Saluzzi continue their conversation on market structure. As the two dive deeper, Joe reveals a few potential changes to market structure, including a possible change in tick sizes

In this Short Story, Freddy Brick interviews Joe Saluzzi, Partner and Co-Founder of Themis Trading, LLC. In the opening discussion of this two-part series, Joe provides a detailed history of market structure.

Roddy Boyd, Founder of the Foundation for Financial Journalism, shares that a healthy dose of scepticism doesn’t mean you are right, but it is a great tool for understanding whether or not to dig deeper.

Danny Moses discusses the biggest red flags that deceptive management uses in their pursuit to cover up the truth.

Edwin Dorsey, author of The Bear Cave newsletter, talks about how he discovered Vista Equity Partner’s M&A secret

Adam Gefvert, Head Analyst of White Diamond Research, talks about the new short he will be revealing and how they came across the company. He also talks about the company WRAP who withheld details of their product testing from investors.

In this episode, Anne talks about the fake Chinese agricultural companies she discovered on her travels as well as the ghost towns set up by the Chinese corporation Evergrande Group.

Roddy Boyd loves to take a look at the resumes of a company’s ‘C suite’ employees. Are they who they say they are, and how on earth did they get to such a high level of management?

How Nano-X Imaging (NNOX) fell apart after short-sellers became suspicious of the hype around a technological innovation that purported to be 3 technologies packed into 1.

How Steve Clapham was alerted to the ‘funky accounting’ at Patisserie Valerie by examining how they compared to Starbucks.

Watch this video to find out.

The God complex amongst Tech Billionaires has reached a boiling point. To be fair, Elon has taken a page out of the Zer0es playbook and clearly gave zero fucks with his jiggly puff dance at a recent Trump rally. Zuckerberg, on the other hand, is […]

After a lengthy hiatus, the crew is back with our latest episode of ZFG. Freddy leads off with news of an Academic feline and it clearly hits a nerve with Carson. While most viewers were consumed with Donald Trump’s claims of immigrants eating people’s pets, […]

When it comes to the woke agenda, few understand that the Republican Party is the true support system behind the LGBTQ community. Some might say that Freddy is just trying to rag on the US political process but he’s simply providing the facts – Republicans […]

One man created Facebook. The other pitched Poober. They are not the same. And just in case there were any lingering debate over who’s cooler – Freddy Brick or Mark Zuckerberg – it’s all been settled over 4th of July wakeboarding. Freddy and Carson go on […]

The ongoing feud between James Fishback and Greenlight Capital has been ratcheted up to a whole new level. For the first time in history, a portfolio manager at a multi-billion-dollar firm was awarded a $800k bonus due to his generating ~$100 million in profits. I […]

Just when short sellers thought they were in the clear, Roaring Kitty has re-emerged, dealing a major blow to those taking aim at GameStop (GME). Where did Gill get the funds for such a massive position? That’s where the plot thickens… North Korea has apparently […]

If you’re already of the belief that society has gone to shit, just wait until you find out that short sellers have been making money on the long side. That’s right, in Blue Orca’s latest short report, they tagged a South Korean pharmaceutical company as […]

In this week’s ZFG speed run, the crew covers everything from free vodka for hobos, to RFK, Jr’s brain worms, and Bill Hwang’s trial.

Time to get strapped in for this week’s ZFG speedrun. Ok, to be fair, it’s probably not our best choice of phrasing to use ‘strapped in’ with Harvey Weinstein at the top of this week’s episode.

Coming at you with a new spin on the ZFG format, Krista, Freddy, and Carson thought we’d like to get up close and personal. No, seriously Krista, we can see your browser history in the reflection of your glasses… All kidding aside, this new format is punchier and a bit more organized than our usual journey now that Krista can read the cue cards directly on her screen.

Brent Donnelly, President of Spectra Markets, provides a thoughtful overview of how investors should approach their short ideas.

Alyx Flournoy, head of product specialists at Omega Point, explains how factor risk models can help short and long investors manage risks without neutralizing the desired idiosyncratic aspects of stock picking.

Put buying and call selling are some of the most common ways to express a bearish view on a stock, but often the shape of the volatility surface means these are suboptimal ways to express that view. Imran Lakha, the founder of Options Insight, outlines four alternative options structures which depending on the market environment may be better ways to structure a bearish options trade.

Freddy Brick of Muddy Waters Capital discusses short selling beyond US shores. He argues that factors like cultural differences in Europe, where investors rarely challenge public companies make it an interesting place to look for potential shorts.

Not all short-sellers are looking to make a big splash when they come up with a new short thesis. Brad Safalow, CEO of PAA Research, has been able to generate consistent short alpha for over a decade all while keeping his research behind a paywall.

Short sellers are often painted with a broad brush as trying to profit from the demise of corporations, but a huge percentage of short interest is actually coming from hedgers who are combining short equity positions with long positions in other parts of the capital structure.

Short sellers often go after the worst of the worst, looking for companies and management teams with serious and potentially even criminal issues. This is leaving a massive opportunity set of poorly run but not fraudulent companies untouched by activist short-sellers.

Junheng Li, Founder, and CEO of JL Warren Capital, runs a research firm that provides on-the-ground high-frequency data for sectors in the Chinese economy. In this episode, Junheng addresses the massive boom in Chinese company IPOs in the U.S. and how these companies are often too immature for public markets.

Kir Kahlon, Founder and CIO of Scorpion Capital, dives into his research process in this episode of Short-Selling 101.

In this episode of Short Selling 101, Noel Smith, CIO of Convexity Asset Management, discusses how important protecting downside risk is for long-term success in investing.

Watch this video to find out.

In this podcast, The Wolf Pack is joined by special guest Carson Block to discuss the fallout from the Hindenburg Research Short Report.

Carson Block, addresses criticisms of short-selling in general, dispels widely held misconceptions about activist shorts, and reveals how he targets companies.

A Real Vision interview with famed activist short seller Carson Block who pulls no punches as he takes aim at Canada, Jack Ma and the U.S. pharmaceutical industry.

Carson shares the meticulous process required in researching a potentially fraudulent firm, financial engineering as a prevailing theme for shorting, and areas of the world that have his attention.