Marc Cohodes' (@AlderLaneEggs on Twitter) LinkedIn profile describes him as the "Head Bull Fighter at Alder Lane Farm."  He is a well known short seller, but in this episode he discusses how he thinks about his long positions more than he discusses short selling.  Marc is highly entertaining, informed by deep due diligence, and is not afraid to say what is on his mind. 
 
We hope you enjoy this episode. 
 
Detailed Show Notes: 
2:00 – Marc discusses scuttlebutt 
 
7:00 – The importance of getting it right and why Marc runs a concentrated portfolio 
 
8:50 – How Marc deals with emotions with concentrated bets 
 
13:20 – Dealing with talking publicly about ideas 
 
18:05 – What was Marc doing with the AMC “apes” 
 
29:00 – Marc’s thoughts on how the market currently works (or doesn’t work) 
 
38:20 – What Marc sees in TZero 
 
43:50 – Thoughts on position sizing and “having a seat at the table” 
 
50:00 – Discussion about Camping World 
 
58:20 – Enovix conversation 
 
1:09:30 – Does Marc worry about being wrong?

Marc Cohodes' (@AlderLaneEggs on Twitter) LinkedIn profile describes him as the "Head Bull Fighter at Alder Lane Farm." He is a well known short seller, but in this episode he discusses how he thinks about his long positions more than he discusses short selling. Marc is highly entertaining, informed by deep due diligence, and is not afraid to say what is on his mind. We hope you enjoy this episode. Detailed Show Notes: 2:00 – Marc discusses scuttlebutt 7:00 – The importance of getting it right and why Marc runs a concentrated portfolio 8:50 – How Marc deals with emotions with concentrated bets 13:20 – Dealing with talking publicly about ideas 18:05 – What was Marc doing with the AMC “apes” 29:00 – Marc’s thoughts on how the market currently works (or doesn’t work) 38:20 – What Marc sees in TZero 43:50 – Thoughts on position sizing and “having a seat at the table” 50:00 – Discussion about Camping World 58:20 – Enovix conversation 1:09:30 – Does Marc worry about being wrong?

Marc Cohodes' (@AlderLaneEggs on Twitter) LinkedIn profile describes him as the "Head Bull Fighter at Alder Lane Farm."&nbsp; He is a well known short seller, but in this episode he discusses how he thinks about his long positions more than he discusses short selling.&nbsp; Marc is highly entertaining, informed by deep due diligence, and is not afraid to say what is on his mind. 
 
We hope you enjoy this episode. 
 
Detailed Show Notes: 
2:00 – Marc discusses scuttlebutt 
 
7:00 – The importance of getting it right and why Marc runs a concentrated portfolio 
 
8:50 – How Marc deals with emotions with concentrated bets 
 
13:20 – Dealing with talking publicly about ideas 
 
18:05 – What was Marc doing with the AMC “apes” 
 
29:00 – Marc’s thoughts on how the market currently works (or doesn’t work) 
 
38:20 – What Marc sees in TZero 
 
43:50 – Thoughts on position sizing and “having a seat at the table” 
 
50:00 – Discussion about Camping World 
 
58:20 – Enovix conversation 
 
1:09:30 – Does Marc worry about being wrong?

Marc Cohodes - An Independent Investor

Welcome to The Business Brew

This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. 

We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.” 

Disclaimer:   This podcast is for informational and educational purposes only.  Nothing in this podcast is investment advice.  All information in this is opinion based, potentially biased, and requires verification. 

Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved.  This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. 

This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions.  We are not your fiduciary or advisor.

Business

Investing

Welcome to The Business Brew This podcast’s mission is to dig deep into the thought patterns and analysis of investors and business people. The podcast stemmed from Bill Brewster consistently feeling like he was listening to prepackaged material while listening to podcasts. Instead, he wanted long form, in depth, discussions about finance, capital allocation, and the psychology of investing/business. We are interested in interviewing portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division. So, if you are interested in participating please email us with the subject “Guest Appearance.” Disclaimer: This podcast is for informational and educational purposes only. Nothing in this podcast is investment advice. All information in this is opinion based, potentially biased, and requires verification. Bill and his guests make no representation, warranty or undertaking, express or implied, as to the accuracy, reliability, completeness or reasonableness of the information contained in these podcasts. Any assumptions, opinions and estimates expressed constitute the participant’s judgment as of the date thereof and are subject to change without notice. Any projections contained in the information are based on a number of assumptions as to market conditions and there can be no guarantee that any projected outcomes will be achieved. This podcast does not accept any liability for any direct, consequential or other loss arising from reliance on the contents of this presentation. This podcast series DOES NOT CONSTITUTE AN OFFER TO SELL OR THE SOLICIATION OF AN OFFER TO BUY ANY SECURITIES MENTIONED OR DISCUSSED. Seek the your financial, tax, legal, accounting, or other advisor’s advice before making any investment decisions. We are not your fiduciary or advisor.

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