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 - 48:00