While I was certainly disappointed not to win, it was a great experience and I met some investors who I have always wanted to meet, namely David Einhorn, Larry Robbins, and Nathaniel August.
My idea was one of four finalist of more than 400. My idea was short Genworth MI Canada (ticker MIC), and I think it is a compelling short. You can see my presentation slides here, and my full report below. Don't hesitate to reach out with any questions or thoughts you may have.
I had the pleasure of speaking with Anne Stevenson-Yang and here is the resulting podcast.
I share my views on the potential impact of higher interest rates. Why markets don't appear to be pricing in this risk correctly. And I also discuss which Canadian financials will be affected as the bubble continues to pop.
What Goes Up Season 2 Premier: The $53 Trillion Pricing Problem
I had the pleasure of chatting with the very smart and interesting blogger behind Deep Throat IPO. We decided to publish the back and forth we had on bond markets and the potential issues it may face. Was a lot of fun and I hope you enjoy. Please let me know if you have any questions.
Here is the conversation we had https://deep-throat-ipo.blogspot.ca/2018/01/treasury-fails-revisited.html
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