Muddy Waters' Carson Block on why he's shorting Fairfax Financial

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  • เผยแพร่เมื่อ 5 ต.ค. 2024
  • Carson Block, Muddy Waters Research founder, joins 'Squawk Box' to announce a new short on Fairfax Financial, why he's shorting the company, and more.

ความคิดเห็น • 16

  • @lordideme
    @lordideme 8 หลายเดือนก่อน +5

    Funny at the end when she asked about the size of the short and when it would come off, he couldn’t answer that. in the Steve Cohen incident he didn’t really know what happened

  • @kwjan1615
    @kwjan1615 7 หลายเดือนก่อน +1

    Fairfax will rise long term, Its principle of value investing and fundamental is great.

  • @alan-od8hk
    @alan-od8hk 8 หลายเดือนก่อน +8

    Weak report, complete hit piece. Let's see where it trades in one month.

  • @lordideme
    @lordideme 8 หลายเดือนก่อน +4

    He makes a point of saying that Prem Watsa kids are on the board all who are in the investment and financial sector. over at Berkshire Susan and Howard Buffett on the board too wanna go after them Fairfax wants to do things on the up don’t pay members they get a whopping $25,000 a year.
    Fairfax shareholder if you can’t tell lol

  • @goldandglory
    @goldandglory 2 หลายเดือนก่อน +2

    People should know that Carson Block is one of the most overrated investors of our time. Many of his reports are spreading a lot of fake facts about companies. His latest attack on Fairfax Financial in February 2024 and Eurofins Scientific in June '24 went horribly wrong for Muddy Waters & Carson Block. I profited a lot by buying Eurofins stock after his short attack. Fairfax and Eurofins stocks recovered completely in the days and weeks after the short attacks.

  • @jimjones9949
    @jimjones9949 4 หลายเดือนก่อน +1

    Remember this guy makes money by attempting to change a perception about a company and make it seem less profitable or investment worthy. We need more situations like GME to remind these guys they can’t manipulate the market to make a quick buck.

  • @jeremielachance6125
    @jeremielachance6125 6 หลายเดือนก่อน

    How can this guy short a compagny but that he don't even know the Pre-GFC part of their history? If you are shorting a compagny, you should know more than anybody else.

  • @Beef33EE
    @Beef33EE 7 หลายเดือนก่อน

    He is already under water! Fairfax is a great company and as for a holding company it is doing exactly what it needs to do. 2008 it crushed all the short sellers because they were in early on Credit Default Swaps. It has several great insurance companies across the world underneath it. I I wouldn't be surprised if Muddy Waters ends up covering! I don't think this is a great trade at this time. He is just talking his shop trying to get some more to join him. Fact he isn't telling us his position size is interesting.
    He is just seeing a stock that is way up and we all know $1000 is where Stockholders and Employees are going to take profits at this level! He is trying to rid the profit taking wave and is making excuses.

  • @freedbyfinance
    @freedbyfinance 8 หลายเดือนก่อน +2

    He's got those AI robot eyes

  • @jeremielachance6125
    @jeremielachance6125 6 หลายเดือนก่อน

    This guy is talking about recipe but is an american that don't even know any of the brand the own. Harveys, St-Hubert,Montana's are pretty strong family type restaurant with comparable to texas roadhouse/cheesecake factory. If i remember right Recipe was always valued on balance sheet at 10x FCF or 8x ebitda which is around half the valuation of public comparable compagny.

  • @LumenMichaelOne
    @LumenMichaelOne 8 หลายเดือนก่อน +1

    WHOOOOO!!! ... 7:02 ... PUTNduhHammuh-DOWN!! ... 🔨🔨🔨 ... BECKY QUICK!!! ... 😳 ... 💪✊
    🏆... 👑... 🗽

  • @tacocruiser4238
    @tacocruiser4238 7 หลายเดือนก่อน

    Prem Watsa= God