Episode #2 - Adam Gefvert, CFA
October 25, 2019
This episode contains the following;
- Adam’s start in short selling during the financial crisis
- Efficient Market Hypothesis (EMH) and small-caps
- Trading in the small-cap space and story of DCGD
- Adam’s Medical Device focus
- Adam’s best short yet, still actionable? – TRXC
- How Adam handles expertise in the medical device space
- Adam’s worst trade – bankruptcy stock
- How Adam deals with short squeezes
- Adam’s edge in short selling
- Short selling opportunity in BSGM
- A possible scam Adam is now researching
- Adam’s thoughts on shorting outside the US
- Adam’s favourite fraud story, short seller and response of the management
- What would be Adam’s business if he were to be a fraudster
Below you can find tickers of companies we discussed and are still trading;
- Discovery Gold (DCGD)
- Resonant (RESN)
- TransEnterix (TRXC)
- Apyx Medical (APYX)
- BioSig (BSGM) – current favourite of Adam
- Longfin (LFIN)
- ReneSola (SOL) – Adam is currently researching
Finally here is Adam’s Seeking Alpha profile, Twitter and website.
