Chat With Traders

206: Dan David – The Investigative Research of an Activist Short Seller

Nov 12, 2020
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1
Introduction
00:00 • 4min
2
The Story of Going Back to Flint
03:50 • 2min
3
The Seven Plagues of Flint
05:20 • 2min
4
Warren Buffet's IOUUSA
07:03 • 2min
5
The Pros and Cons of Jigsaw
08:44 • 2min
6
Roth Capital's Role in the Movie
10:32 • 2min
7
How I Became an Activist Short Seller After the 2008 Financial Crisis
12:26 • 2min
8
The Importance of Value Investing Long
14:04 • 1min
9
The History of China's Short Sellers
15:31 • 2min
10
The China Hustle: A New Area of the Market
17:25 • 2min
11
Chat With Traders
19:13 • 3min
12
How to Research Companies on the US Market
21:55 • 2min
13
The Importance of Preliminary Research
23:27 • 2min
14
The Role of Adjusted Metrics in Stock Buybacks
25:03 • 2min
15
The Effect of Interest Rates on the Economy
26:37 • 2min
16
How GTT Became a Screaming Short
28:13 • 2min
17
How to Value a Company
29:43 • 2min
18
How to Find Your Top Two or Three Top Suppliers
31:44 • 2min
19
The Potemkin Village
33:26 • 2min
20
How to Speak With Management Before Releasing a Report
35:07 • 2min
21
How to Deal With a Fraud
36:49 • 2min
22
How to Put a Report Out
38:36 • 2min
23
The Rise of Zeros TV
40:31 • 2min
24
How to Be a Successful Short Seller
42:19 • 2min
25
The Importance of a Visual Medium in Reports
44:00 • 2min
26
The Importance of Follow Up Reports
45:38 • 2min
27
How to Avoid Getting Sued for Defamation
47:13 • 2min
28
The Importance of Telling the Truth
48:46 • 2min
29
How to Short a Company
50:38 • 2min
30
How to Manage Risk on Short Trades
52:09 • 2min
31
How to Manage Risk on a Daily Basis
53:40 • 2min
32
The Importance of Reputation in Short Selling
55:19 • 2min
33
How to Be an Activist Short-Seller
56:53 • 2min
34
I Hung Up on Warren Buffett
58:32 • 1min
35
The Importance of Being a Good Man
01:00:01 • 2min
36
John Carnes: The Most Unassuming Short Seller Out There
01:01:37 • 2min
37
Soren Anandal, a Short Seller on the SEEC
01:03:17 • 2min
38
Chat With Traders: A Real Market Insight Podcast
01:04:52 • 3min