March 13, 2024 - On today’s podcast we welcome special guest Carson Block of Muddy Waters. Carson is an activist short seller who conducts in-depth fundamental short analysis focused on business fraud, accounting fraud, and fundamental problems. On the show, we discuss:
- His fortuitous path to short selling as a profession
- Sino Forest and the short that put him on the map
- The thesis behind his bearish view on Fairfax Financial
- His approach to risk management
- And more
