Breaking Down Two Broken Down Biotechs
Kir Kahlon of Scorpion Capital revisits two of his most recent targets, Berkeley Lights ($BLI) and Ginkgo Bioworks Holdings ($DNA).
Month / January 2022
A Tale of Two Short Candidates – $DNMR and $BEKE
In this new format where we look to re-examine short theses after the market and company management have had time to process and respond, Carson Block of Muddy Waters Capital does just that for his two most recent targets, Danimer Scientific ($DNMR) and Ke Holdings ($BEKE)
Examining America’s China Policy Blind Spots
Former Deputy National Security Advisor Matt Pottinger has been one of the most influential figures in crafting U.S. policy towards China over the last 5 years. Here, Pottinger and Carson Block of Muddy Waters Capital discuss the evolution of China policy since the early 90s.
Recent Comments