#246 - Short Selling with Muddy Waters’ Carson Block

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