An Imaginary Pot of Gold
Carson Block of Muddy Waters Capital makes the case that the value proposition at Sunrun (RUN) is built on a foundation of dubious modeling.
Month / July 2022
A Crumbling Chinese Retailer
Soren Aandahl of Blue Orca Capital makes the case that MINISO (MNSO) has been deceiving investors about its core business model.
Short Sellers’ First Half Revival
Mike Coolbaugh sits down with Ivan Cosovic of Breakout Point to discuss the biggest themes in the world of short selling. As an added bonus to the usual monthly update, Ivan provides an overview of how the entire first half of 2022 has played out.
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