December 6, 2019
This episode contains the following (rough timestamps);
0.15 How did Gabe start at Viceroy through PI work
6.00 Difference in fraud across geographies
7.10 Gabe’s specific focus
8.10 Sourcing of ideas
9.10 Being CC’ed to consumer complaints
10.10 Screening of ideas
13.00 Decision-making regarding publishing a report
15.10 Dreaded timing of short selling
19.00 Best and worst trade
24.00 Instagram feed and fake-wig test
28.20 Athenex (ATNX) and why is still a short
51.50 Pretium (PVG) thesis also holds
56.00 Prosieben (PSM) has likely played out, but the business model is still questionable
58.00 Capitec (CPI) potentially one of the most abusive financial institutions
64.40 Shorting outside of US – The German experience and scare tactics against critics
71.00 Closing remarks on Mimedix (MDXG)
72.40 Shorting after the first major drop
82.50 Who calls Gabe – Gabe from Spiceboy Research
84.00 The most ridiculous response of the management
88.00 Why the name Viceroy?
89.00 What would Gabe do differently if he had to do it all over again?
Finally, here is Gabe’s Twitter and Viceroy’s website.