Accounting

5 interviews, newest first.

Spring 2026 Alec Henry & Adrian Meli Eagle Capital Management Interview, p. 5 ↗
Eagle's two CIOs on finding ideas through capital flows, why they're picky about accounting, and how they underwrite a CEO change. Danaher after the spin-offs and SAP get the stock-specific time.
Companies: Danaher, SAP International Accounting Spin-offs Building a firm
Spring 2019 John Hempton Bronte Capital Interview, p. 1 ↗, continues p. 33
John made public calls on Herbalife and Valeant. He explains how he hunts for fraud, why switching costs matter, and his view on Mattel.
Companies: Valeant, Herbalife, Mattel Short selling Accounting International
Fall 2018 Steve Tusa JP Morgan Interview, p. 1 ↗, continues p. 28
The JP Morgan analyst who was the lone bear on GE from May 2016, before the stock fell more than 60%. He walks through his GE research, the Welch and Immelt years, and why patience matters.
Companies: General Electric Short selling Accounting Career advice
Spring 2016 Marc Cohodes Rocker Partners / Copper River (former) Interview, p. 1 ↗, continues p. 33
A career short seller on Nu Skin, Canadian housing and Home Capital Group, and the warning signs he watches for, starting with managements that go after short sellers.
Companies: Nu Skin Enterprises, Home Capital Group, World Acceptance, Signet Jewelers, Tempur Sealy, Valeant, Tesla Short selling Accounting Financials
Spring 2012 Jim Chanos Kynikos Associates Interview, p. 1 ↗, continues p. 16
One of the best-known short sellers on his early career, what it takes to short well, and his bearish views on Chinese real estate, US natural gas and for-profit education.
Short selling Accounting Asia