Media mentions
Barron’s (from AFP news) (January 31, 2023). A US Corporate Scourge Deflates The Empire Of Indian Tycoon Adani. By Thomas Urbain. https://www.barrons.com/news/a-us-corporate-scourge-deflates-the-empire-of-indian-tycoon-adani-01675202108?refsec=topics_afp-news
The Evidence-Based Investing (February 15, 2022). Are short sellers’ target prices too pessimistic? By Larry Swedroe. https://www.evidenceinvestor.com/are-short-sellers-target-prices-too-pessimistic/
New York Times (February 12, 2022). Are activist short sellers misunderstood? By Michelle Celarier. https://www.nytimes.com/2022/02/12/business/dealbook/are-activist-short-sellers-misunderstood.html
Klement on Investing (January 25, 2022). By Joachim Klement. When short-sellers attack. https://klementoninvesting.substack.com/p/when-short-sellers-attack
Zer0es.tv hosted by Muddy Waters (December 4, 2021). By Carson Block. Breaking Down the Barriers of Short & Long Bias. https://www.zer0es.tv/interviews-and-analysis/breaking-down-the-barriers-of-short-long-bias/
Bloomberg (June 14, 2021). Morgan Stanley Marks Office Space to Market (Also AMC calls, short squeezes, celebrity SPACs, dentists and Bitcoin). By Matt Levine. https://www.bloomberg.com/opinion/articles/2021-06-14/morgan-stanley-s-ted-pick-matched-wits-with-goldman-s-blankfein
The Acquirer’s Multiple (July 2, 2020). How Share-Based Compensation Lowers Returns. By Johnny Hopkins. https://acquirersmultiple.com/2020/07/how-share-based-compensation-lowers-returns/
InvestorPlace (October 9, 2019). Five Overvalued Stocks with Too Much Stock-Based Compensation. By Luke Lango. https://investorplace.com/2019/10/5-overvalued-stocks-with-too-much-stock-based-compensation/amp/
Columbia Law School Blue Sky Blog (September 5, 2019): Stock-based Compensation, Financial Analysts, and Equity Overvaluation. http://clsbluesky.law.columbia.edu/2019/09/05/stock-based-compensation-financial-analysts-and-equity-overvaluation/
Wu Zhijian Empiricism (May 6, 2019; Podcast interview in Chinese): 如何看待分析师购买自己推荐的股票?https://m.ximalaya.com/shangye/9916638/182070078
Reuters (March 21, 2019): Short & Distort? The ugly war between CEOs and activist critics. By Lawrence Delevingne. https://www.reuters.com/article/us-usa-stocks-shorts-insight/short-distort-the-ugly-war-between-ceos-and-activist-critics-idUSKCN1R20AW
Financial Post (July 27, 2017): The long and the short of it: a look at one of the most risky trading techniques. http://business.financialpost.com/pmn/business-pmn/the-long-and-the-short-of-it-a-look-at-one-of-the-most-risky-trading-techniques/wcm/1e72bc56-a6cc-479d-a6f4-25ec8cc2100f
National Business Daily (June 16, 2017; in Chinese): 港股沽空风起云涌,市场新现四大特征. http://www.nbd.com.cn/articles/2017-06-16/1117744.html
New York Times (June 8, 2017): The bounty hunter of Wall Street. By Jesse Barron. https://www.nytimes.com/2017/06/08/magazine/the-bounty-hunter-of-wall-street.html
CXO Advisory (November 4, 2016): When short sellers talk trash. https://www.cxoadvisory.com/subscription-options/?wlfrom=%2F29141%2Fshort-selling%2Fwhen-short-sellers-talk-trash%2F
China Business News (November 3, 2016; in Chinese; my own writing): 香橼香港败诉,但“积极卖空”在欧美很流行. http://m.yicai.com/news/5150079.html
Les Echos (November 2, 2016; in French): Comment les activistes parient sur la chute des cours... et en tirent profit. By Nessim Aït-Kacimi. https://www.lesechos.fr/02/11/2016/LesEchos/22310-115-ECH_comment-les-activistes-parient-sur-la-chute-des-cours----et-en-tirent-profit.htm#U7C2BEy4Chj60iVB.99
Seeking Alpha (October 26, 2016; my own writing): Embrace the rise of activist short-selling. https://seekingalpha.com/article/4015359-embrace-rise-activist-short-selling
Seeking Alpha (October 20, 2016; my own writing): Following short selling campaigns wisely. https://seekingalpha.com/article/4013529-follow-short-selling-campaigns-wisely