Credit Bubble Stocks

Reading a paper called Identifying Overvalued Equity by Beneish and Nichols: "Our model is a scoring system that combines firm chara...

Previously, "Market prices would be more accurate if it was easier (and cheaper) to borrow shares to sell short." "The sto...

From an email that Sum Zero sent out. "Unless you’re looking at very small companies or you’re in a period of general market dislocat...

This idea by Hui does seem like a better model than Altman. In a recession, the combination of high operating risk and excessive leverage...

We've written about corners before: Joseph Leiter, the Hunt brothers , K-V Pharma's drug Makena , and Malaysian tin . Corners seldom...

This is from a Jim Chanos interview in the Graham & Doddsville Newsletter : If you’re a short seller, that’s a cacophony of negative re...

This statistical analysis of bankrupting stocks is consistent with the research we've been doing on the worthless stock inefficiency: ...

Some of my best trades this year have been shorts of companies where the equity is clearly worthless. That these shares persistently trade ...

Mark Mobius was quoted in Bloomberg last month saying that he liked Nigerian banks. The money manager had earlier said at the same event t...

A company called IBISWorld has put together a report called " Dying Industries ", which looks at the universe of close to a thousa...