Business
This episode contains the following (rough timestamps);0.15 Start in short-selling and Big Short5.00 Background in bankruptcy and fraud litigation9.30 Focus on two and three sigma ideas 15.30 How people misinterpret MLPs18.00 Stanford International Bank – Ponzi with larger losses than Madoff 31.00 Learning Lessons – Be aware of your dividend yield 34.30 Sourcing ideas from others37.30 Unserviceable debt and shorting oilfield services53.00 Who is Adam following?59.30 Worst trades – Do not argue on valuation1.06.00 Worst trades – Anticipate short position doubling on you1.11.15 Timing and sizing1.18.00 Mallinckrodt (MNK) – Potential zero with catalysts in 20201.30.00 McDermott (MDR) – Example of trading near-bankrupt company 1.36.00 Options trading1.42.00 Did Adam Neumann know WeWork is dubious?1.45.00 What would Adam do differently if he started again?Finally here is Adam's Twitter and Seeking Alpha page.