We wrap up our Kase Learning Shorting Conference coverage by reviewing the conference. We hit our favorite short ideas, our favorite presentations, key themes, and questions over the aims of investing and short selling and the future of the market.
Topics covered:
Intro to Kase conference – 0:00 minute mark Favorite ideas Aphria and Michael’s – 4:15 Other stand-outs – Axon, CarGurus, Ideal Bike, CarGurus – 11:00 Is the market turning? – 21:15 Favorite presentations, as far as the actual approach – the David Berman thesis – 24:15 Carson Block’s presentation on activism in short selling – 34:30 Takeaways from the conference as a whole – the community, and the limited number of new pitches - 48:00Behind The Idea #100: The Alphies 2.0
Behind The Idea #99: Why I'm A Bad Investor
Behind The Idea #98: Varian's Moat May Be Worth The Price
Behind The Idea #97: Stitch Fix As A Growth Fit
Behind The Idea #96: Teladoc And The Modern Growth Story
Behind The Idea #95: Smoking Out The Altria Bull Case W/Atlas Research
Behind The Idea #94: The Activating AT&T Signal
Behind The Idea #93: Ligand's Shots On Goal Target
Behind The Idea #92: Finding The Range For Range Resources
Behind The Idea #91: Hill International With Tim Heitman (Bonus Episode)
The Investing Edge Trailer: Talking Scorpio Tankers' Opportunity And Netflix's Big Challenge
Behind The Idea #90: Bluegreen's Attractive Location
Behind The Idea #89: You Can Be A Stock Market Genius, Pt. 4
Behind The Idea # 88: Signing Up For The Gym Group With Jorge Robles (Bonus Episode)
Behind The Idea #87: You Can Be A Stock Market Genius, Pt. 3
Behind The Idea #86: You Can Be A Stock Market Genius, Pt. 2
Behind The Idea #85: You Can Be A Stock Market Genius, Part 1
Behind The Idea #84: Bluegreen And The Busted Bid
Behind The Idea #83: Paradigm Shifts, Gold, And You
Behind The Idea #82: Picking Through Pharma Pressures, With Ed Silverman
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