Ivan Ćosović from Breakout Point returns to highlight the most important developments in the activist short-selling world from the month of January. Amid broader market weakness it was retail traders who were embracing the short side more so than the activist short-sellers who seem to have decided to wait rather than chase stocks lower.
Kir Kahlon of Scorpion Capital revisits two of his most recent targets, Berkeley Lights ($BLI) and Ginkgo Bioworks Holdings ($DNA).
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)
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