World of Short Selling

Episode #13 - Jeremy Raper

January 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

Finally, here is Jeremy’s twitter and his website.

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