

WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean
10 snips Nov 9, 2023
Veteran short-seller Marc Cohodes shares his legendary insights into recent market upheavals, including the FTX collapse. He and Hedgeye analysts Brian McGough and Jeremy McLean dissect the leadership shake-ups at companies like Overstock and Wayfair, emphasizing the critical impact of energetic management on performance. They evaluate Bed Bath & Beyond’s turbulent journey and explore the competitive landscape in retail, while offering perspectives on under-the-radar investment opportunities within the RV market.
AI Snips
Chapters
Books
Transcript
Episode notes
Cohodes's Track Record
- Marc Cohodes predicted the FTX collapse a month in advance.
- He also successfully shorted Silvergate and Signature Bank.
Shorting Opportunities
- Be wary of companies with overleveraged structures and questionable leadership.
- Look for companies like Helen of Troy, Trupanion, and B. Riley.
Overstock Rebranding
- Hedgeye was long Overstock but removed it due to the Bed Bath & Beyond rebranding.
- Cohodes disagreed, believing the rebrand was a good move.