Activ8 Insights

Recommended Listening & Watching

Recommended media on the world of short selling.

When Genius Failed

1929

Fooling Some of the People All of the Time

Short Selling Master

No matter your trading level, this is your time-tested blueprint to becoming a short selling master and building wealth for the long term.

Capitalisn’t

Is Short Selling Dead? With Jim Chanos

The Wall Street Journal wrote that “Wall Street’s best-known bear is going into hibernation” after the legendary short seller Jim Chanos announced he would close his main hedge funds late last year, in part due to diminishing interest in stock picking.

Unhedged

What Are Hedge Funds Shorting?

Short interest in the market is rising. But what are the big players betting against? And what can investors learn from it?

The Compound and Friends

The Soul of a Short Seller

On episode 191 of The Compound and Friends, they are joined by the Founder and Chief Investment Officer of Muddy Waters Capital to discuss: how activist short-sellers expose fraud, Carson’s biggest shorts, the problem with CEO compensation, and much more!

The Real Eisman Playbook

The Secrets of the Short Seller Part 2: The Blue Print for Strategy and Survival

They delve into the criteria for identifying short opportunities, the challenges faced in the current market, and the lessons learned from both successful and unsuccessful shorts. The conversation emphasizes the importance of understanding market dynamics, risk management, and the emotional challenges of short selling.

The Real Eisman Podcast

The Secrets of the Short Seller: How the Pros Spot Trouble

They discuss various case studies, including Stellantis in the automotive sector and SolarEdge and Enphase in the solar industry, highlighting the importance of management quality, market conditions, and political influences. The conversation concludes with valuable lessons learned in short selling, emphasizing the need for thorough research and caution against cult stocks.

Against the Rules: The Big Short Companion

Michael Burry Speaks

Burry was one of the first to see the subprime housing market crisis coming, and he actually helped Wall Street banks develop the credit-default swap, the instrument that allowed short sellers to make their bets against the market. Lately, Burry has been in the news again because his fund has taken short positions against tech…