On Straight Talk Money: A Conversation with a Short Seller

Earlier this week, Peggy Tuck and I interviewed short seller and forensic accountant John Del Vecchio. I call John the “Horatio Caine of finance” because he knows where the bodies are buried in the financial statements.

We discuss what exactly short selling is and how it’s different in real life than how it might be portrayed on Showtime’s Billions.


In the next segment, we dig into the details of what John looks for in a short. In short, he looks for signs of aggressive revenue recognition.


In the last segment, John and I compare shorting stocks to buying put options and discuss the pros and cons of each.

 

 

 

Twitter Rumblings on the Retail Rout

Random musings on the meltdown in REIT prices:

This is a bloodletting in triple-net REITs. $VER $O $NNN.— Charles Sizemore (@CharlesSizemore) May. 8 at 02:35 PM

Glad to see $VER buying back shares. At current prices, that's a better use of […] Continue Reading…

On Straight Talk Money: A Cutthroat Battle In Men’s Razors

I joined Peggy Tuck today on Straight Talk Money. On the agenda? A cutthroat battle in men’s razors pitting Procter & Gamble (PG) against Unilever (UL). But the biggest lesson to be learned is that few competitive “moats” prove […] Continue Reading…

On Straight Talk Money: Will Apple Be The First Trillion-Dollar Company?

I joined Peggy Tuck and Chase Robertson this morning on Straight Talk Money. First on the agenda, we discuss black swans. People who say they’re looking for black swans clearly don’t know what a black swan is. By definition […] Continue Reading…

Invest Like a Guru: How to Generate Higher Returns at Reduced Risk With Value Investing

I use the research site GuruFocus almost daily. It’s my go-to source for fundamental stock research, and the screeners and graphing tools alone would be well worth the subscription cost.

So, I was thrilled to find out that GuruFocus founder […] Continue Reading…