Mike Coolbaugh sits down with Ivan Cosovic of Breakout Point to discuss the biggest themes in the world of short selling. In this episode, Ivan shares how 2023 stacked up for short sellers. While there were a number of newcomers to the activist scene, many of the biggest names celebrated another strong year. Among the bigger themes, we saw short sellers focus on ESG, Financials and China throughout an eventful 2023. And while markets have been remarkably resilient over the past twelve months, one thing is certain – a world of higher interest rates has brought about increased opportunity for those willing to truly scrutinize business fundamentals.
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