206: Dan David – The Investigative Research of an Activist Short Seller
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How GTT Became a Screaming Short
When GTT bought Inner out, at that point, they overpaid for them $2.1 to $2.3 billion. And then you start to see that they're intangible assets. If that interest rate was four or five percent, you'd be talking about a trillion dollars in interest alone on our debt. It would take a really deep understanding of the company, exactly how all their finances work and that type of thing. You're kind of doing forensic accounting.
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