Fairfax Financial: The Oracle of Nothing
Carson Block, Founder of Muddy Waters Capital, makes the case that Fairfax Financial Holdings (FFH CN) is more akin to the ‘GE of Canada’ than claims of being another Berkshire disciple.
Tag / Activist Short Selling
Old Business, New Accounting Games
Vic Bonilla of Jehoshaphat Research makes the short case on Dun & Bradstreet (DNB). Central to their thesis, Vic believes that the company’s cash flows are vastly overstated, rendering it virtually impossible to pay down its mountain of debt.
2023: A Year In Review
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.
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