Short Sellers on Evaluating Their Own

In this latest episode of The Short of It, Freddy Brick is joined by Soren Aandahl of Blue Orca Capital. They address the awkward question of whether it’s appropriate for short sellers to criticize other short reports. Soren questions the marking of hedge fund private investments and Freddy details how the next leg down in the markets may come from allocators having been overly weighted to private investments, forcing them to sell liquid ones. The conversation then turns to the challenges with investing in consumer products, while Soren outlines why ESG is one Blue Orca’s primary areas of focus. Can Elon Musk negotiate his way into a lower deal price for Twitter? Freddy shares one interesting take on how the current drama could play out through the legal system.