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Short selling

16 interviews, newest first.

• Fall 2025 Jillian McIntyre 221B Capital Partners Interview, p. 18 ↗

  Jillian started 221B in 2024 after years at hedge funds and banks. She covers learning to short, her 5Ms framework, the Carvana call and a long case for Overstock.

  Companies: Carvana, Overstock Short sellingTechnologyBuilding a firm
• Fall 2024 Chris Waller Plural Investing Interview, p. 34 ↗

  Chris on old-economy small caps, running a short book, and three ideas: TerraVest, Watches of Switzerland after Rolex bought Bucherer, and Seaport Entertainment.

  Companies: TerraVest Industries, Watches of Switzerland, Seaport Entertainment Group Small capsInternationalShort selling
• Spring 2024 Jennifer Oppold Alpine Peaks Capital Interview, p. 5 ↗

  Jennifer started Alpine Peaks in 2017 after a decade at Select Equity. She runs long/short and long-only books and walks through Inter Parfums, HEICO and Trex.

  Companies: Inter Parfums, HEICO, Trex Quality compoundersShort sellingPortfolio constructionBuilding a firm
• Spring 2024 Adam Patinkin David Capital Partners Interview, p. 24 ↗

  David Capital started in 2011 with $2 million. Adam explains his supply-side approach to shorts, with Brown-Forman as the example, and his value-plus-catalyst longs: Vistry, eDreams and Lifecore.

  Companies: Brown-Forman, Vistry, eDreams ODIGEO, Lifecore Biomedical Short sellingSpecial situationsInternationalBuilding a firm
• Spring 2024 Freddy Brick Muddy Waters Interview, p. 38 ↗

  A Muddy Waters partner on how activist short selling works, activism in Japan, and the firm's two most recent shorts: Fairfax and Blackstone Mortgage Trust.

  Companies: Fairfax Financial, Blackstone Mortgage Trust Short sellingActivismFinancials
• Spring 2024 Noah Snyder Snöboll Capital Interview, p. 53 ↗

  Noah looks for outsider CEOs, often outside the US. He talks about Kelly Partners in Australia, Vitec in Sweden and CBIZ, and what Golden Gloves boxing taught him about investing.

  Companies: Kelly Partners Group, Vitec Software, CBIZ InternationalJudging managementQuality compoundersShort selling
• Spring 2024 Shayan Mozaffar 10x10y Interview, p. 64 ↗

  A profile written by student Richard Lalane of Shayan, who runs 10x10y and co-teaches The Analyst's Edge at CBS. He arrived in the US at 18 with $1,000.

  Short sellingCareer advice
• Fall 2022 Jacob Rubin Philosophy Capital Interview, p. 5 ↗

  Philosophy goes long and short across the capital structure. Jacob tells the Atlas Air and Bombardier stories, and how Avaya's converts jumped to 95 and then went wrong a couple of weeks later.

  Companies: Atlas Air Worldwide, Bombardier, Avaya Special situationsDistressedShort selling
• 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 sellingAccountingInternational
• 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 sellingAccountingCareer advice
• Spring 2018 Rishi Renjen ROAM Global Management Interview, p. 1 ↗, continues p. 40

  Rishi was about to launch a concentrated long-short fund focused on single-name shorts. He talks about learning from Lee Ainslie and Larry Robbins and why he teaches two classes at Columbia.

  Short sellingBuilding a firmCareer 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 sellingAccountingFinancials
• Fall 2015 Ed Bosek BeaconLight Capital Interview, p. 1 ↗, continues p. 22

  Ed looks for ideas that are Fundamental, Meaningful and Different. He runs a global generalist book, long and short, and walks through Daqin Railway in China and Builders FirstSource.

  Companies: Daqin Railway, Builders FirstSource InternationalShort selling
• Winter 2015 Bill Ackman Pershing Square Capital Management Interview, p. 1 ↗, continues p. 4

  Bill on what he calls the creative side of investing, with stops at Allergan and Valeant, Herbalife, Canadian Pacific, Fannie and Freddie, Zoetis and McGraw-Hill.

  Companies: Allergan, Valeant, Herbalife, Canadian Pacific, Fannie Mae, Freddie Mac, Zoetis, McGraw-Hill Financial ActivismShort selling
• 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 sellingAccountingAsia
• Winter 2012 William C. Martin Raging Capital Management Interview, p. 2 ↗, continues p. 37

  An entrepreneur turned investor who founded Raging Bull before Raging Capital. He buys companies with strong growth and shorts some of the most overvalued and crooked ones.

  Growth investingShort selling