As a quick follow up to Part 1 of Backtesting Short Seller Ben Axler’s Performance at Spruce Point Capital, I analyzed total open interest on all put options for Ben Axler's respective short reports. I looked at the median % change for total put options starting 20 trading days out from the release of the … Continue reading Backtesting Short Seller Ben Axler’s Performance at Spruce Point Capital (Part 2)
Ad Hoc
Backtesting Short Seller Ben Axler’s Performance at Spruce Point Capital (Part 1)
Summary Background I have always been in the camp that if a company is committing fraud, then I would like to know about it. About a year ago, Grizzly Research, now known to be ran by Siegfried Eggert, put out a report called Trulieve Cannabis Corp: Why we believe the Company is a Fraud. At … Continue reading Backtesting Short Seller Ben Axler’s Performance at Spruce Point Capital (Part 1)
Lessons from Will Danoff
This past week, I was on a conference call with a private MSO. State-by-state dynamics were mentioned and the IRO from the MSO mentioned how Florida is "different." In short, the IRO gloated at Trulieve's success and how Kim Rivers has done a phenomenal job wrangling the Florida market. This reminded me of Barry Ritzholtz's … Continue reading Lessons from Will Danoff
