Business
This episode contains the following (rough timestamps);0.15 How did Gabe start at Viceroy through PI work6.00 Difference in fraud across geographies7.10 Gabe’s specific focus 8.10 Sourcing of ideas 9.10 Being CC’ed to consumer complaints10.10 Screening of ideas13.00 Decision-making regarding publishing a report15.10 Dreaded timing of short selling19.00 Best and worst trade24.00 Instagram feed and fake-wig test28.20 Athenex (ATNX) and why is still a short 51.50 Pretium (PVG) thesis also holds56.00 Prosieben (PSM) has likely played out, but the business model is still questionable 58.00 Capitec (CPI) potentially one of the most abusive financial institutions64.40 Shorting outside of US – The German experience and scare tactics against critics71.00 Closing remarks on Mimedix (MDXG)72.40 Shorting after the first major drop82.50 Who calls Gabe – Gabe from Spiceboy Research 84.00 The most ridiculous response of the management88.00 Why the name Viceroy?89.00 What would Gabe do differently if he had to do it all over again?Finally, here is Gabe’s Twitter and Viceroy’s website.