Episodes

Friday Jan 17, 2020
Episode #13 - Jeremy Raper
Friday Jan 17, 2020
Friday Jan 17, 2020
This episode contains the following and rough timestamps;
0.00 Credit mentality and short-selling
10.00 Market oddities – BB bond yielding 1.5% in a distressed potash business
24.20 Balance-sheet driven focus and looking for companies that are forced to grow
31.00 Why is Jeremy not primarily focused on fraud
39.00 Peleton and the question of trading (Netflix)
43.30 One thing Jeremy took away from shorting Tesla
50.10 Jeremy’s best and worst trades (Quicksilver and cannabis stocks)
58.00 How does Jeremy think about timing – looking for zeros
61.00 Shorting NIO (NIO)
78.00 Jeremy’s best short pick now – Westshore (WTE.TO)
89.00 What would Jeremy do more of if he were to start all over again
Version: 20221013
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