An ESG Grifting REIT
Carson Block of Muddy Waters Capital makes the case that Hannon Armstrong (HASI) is a value-destructive REIT in pursuit of the ESG wave.
Author / Frank LaVergne
The Faux GameStop Revolution
In this Short Story, Carson interviews the author of The Revolution That Wasn’t, Spencer Jakab. In this conversation, Jakab provides his analysis of the players involved, the factors that contributed to the frenzy, and how the belief that retail was “sticking it to Wall Street” has failed miserably.
Bill Hwang and A Japanese Orphanage
With his business ideas falling apart at the seams, Freddy has taken a page out of Elon Musk’s playbook and gone MIA this week. In his absence, Soren Aandahl of Blue Orca Capital joins Carson to discuss this week’s most pressing issues.
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