World of Short Selling

Episode #11 - Adam Block

January 8, 2020

This episode contains the following (rough timestamps);

0.15 Start in short-selling and Big Short

5.00 Background in bankruptcy and fraud litigation

9.30 Focus on two and three sigma ideas  

15.30 How people misinterpret MLPs

18.00 Stanford International Bank – Ponzi with larger losses than Madoff  

31.00 Learning Lessons – Be aware of your dividend yield  

34.30 Sourcing ideas from others

37.30 Unserviceable debt and shorting oilfield services

53.00 Who is Adam following?

59.30 Worst trades – Do not argue on valuation

1.06.00 Worst trades – Anticipate short position doubling on you

1.11.15 Timing and sizing

1.18.00 Mallinckrodt (MNK) – Potential zero with catalysts in 2020

1.30.00 McDermott (MDR) – Example of trading near-bankrupt company  

1.36.00 Options trading

1.42.00 Did Adam Neumann know WeWork is dubious?

1.45.00 What would Adam do differently if he started again?

Finally here is Adam's Twitter and Seeking Alpha page

Podbean App

Play this podcast on Podbean App