Marc Cohodes' (@AlderLaneEggs on Twitter) LinkedIn profile describes him as the "Head Bull Fighter at Alder Lane Farm." He is a well known short seller, but in this episode he discusses how he thinks about his long positions more than he discusses short selling. Marc is highly entertaining, informed by deep due diligence, and is not afraid to say what is on his mind.
We hope you enjoy this episode.
Detailed Show Notes:
2:00 – Marc discusses scuttlebutt
7:00 – The importance of getting it right and why Marc runs a concentrated portfolio
8:50 – How Marc deals with emotions with concentrated bets
13:20 – Dealing with talking publicly about ideas
18:05 – What was Marc doing with the AMC “apes”
29:00 – Marc’s thoughts on how the market currently works (or doesn’t work)
38:20 – What Marc sees in TZero
43:50 – Thoughts on position sizing and “having a seat at the table”
50:00 – Discussion about Camping World
58:20 – Enovix conversation
1:09:30 – Does Marc worry about being wrong?
