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Short Ideas Move Stocks at Fourth Virtual Conference

Four presenters provided exclusive “best idea” short stock picks at the fourth Contrarian Investor Virtual Conference on Oct. 22, 2020. 

An audio recording was made available to premium subscribers. Become one here for just $8/month or $88/year (those prices will increase soon, as of Nov. 1). There are numerous other benefits to premium subscribers that are identified at the link above.

Rob Medd of Bucephalus Research kicked off the proceedings with his short thesis: ACS, Actividades de Construcción y Servicios, S.A. (PINK:ACSAF), a Spanish engineering firm. “There are multiple problems in multiple stages of this company,” Medd said. “We think it’s on its way … to a sort of recapitalization/self-liquidation.”

Wes of Glasshouse Research presented the firm’s 10th short campaign and second of the year, targeting Columbia Sportswear (NASDAQ:COLM). The 39-page report, titled “Columbia Sportswear Headed for a Rocky Fall (Under Armour Part Deux)” was subsequently posted on their website.

Columbia Sportswear reported third-quarter earnings after the close on Oct. 29. Earnings, revenue, and sales outlook all fell short of analyst estimates. COLM shares sold off by about 17% in the after hours session.

Watch Wes’ presentation below via our YouTube channel:

  • Siegfried Eggert of Grizzly Research had a short thesis about SPI Energy Co. (NASDAQ:SPI), calling the company an “egregious pump and dump.” The report is available on the firm’s website.
  • Adam Gefvert of White Diamond Research presented eXP Realty (NASDAQ:EXPI), a stock that has risen over 400% since mid-May. The real estate brokerage is “massively overvalued right now,” even after pulling back from its peak, Gefvert said. The presentation can be downloaded here.

The next virtual investing event takes place Dec. 10. Individual tickets will be made available soon but in the meantime the so-called season ticket option is available. Subscribers get access to the next five events for the price of four.

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Contrarian Investor Virtual Conference No. 4 Set for Oct. 22

The Contrarian Investor Podcast, in partnership with and Breakout Point, will host the fourth Contrarian Investor Virtual Conference on Thursday, Oct. 22 at 9 a.m. EDT.

Get tickets here. Enjoy a 10% early bird discount until Friday, Oct. 16. Listeners of this podcast can get an extra 10% off by entering the code “contrarianpod” at checkout!

(Premium subscribers get an even bigger discount. Learn about premium subscriptions here.)

The event will feature exclusive stock picks from contrarian investors and last about two hours. It follows on the success of the first three events, which moved prices in a number of stocks.

The focus of this event is on short ideas, though there are likely to be some long ideas as well once we round out the roster of presenters.

How It Works

Panelists will present one (1) fresh stock pick each. These ideas must be contrarian in nature to qualify. Presenters get up to 20 minutes to introduce their idea, including slide decks if necessary. They are then asked to talk through some details by Nathaniel Baker, host of the podcast. Finally, audience members can ask questions through the webinar’s interface. Presentation materials, video recording of the event, and contact information of the presenters will be made available to attendees.

Featuring the following presenters:

  • Grizzly Research
  • Glasshouse Research
  • Bucephalus Research
  • White Diamond Research


Tickets are limited. Full refunds are available up to 24 hours before the event.

Ten percent (10%) of proceeds from this event will once again be donated to the CDC Foundation to help the emergency response to the coronavirus.

New for This Event: 4+1 Ticket Subscription Package

Sign up for the next four events and get a fifth one free! As further incentive, we absorb all taxes and fees associated with this ticket type.

This package comes with additional benefits, such as a free subscription to and a free premium subscription to this podcast!

More About These Events

The organizers feel they have established a practical model of investing conferences for the COVID age. The key is to have the highest quality investment managers, keep the sessions brief, and focus on actionable ideas that have not been disseminated before. The performance of stock picks from the conferences bear this out.

Presentations from the previous event can be viewed below.

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Contrarian Investor Virtual Conference Again Moves Stocks

Shares of STAAR Surgical, Trupanion drop after reports as Wolfpack’s David battles Davey Day Trader over Remark Holdings

Six presenters, the most ever, provided stock picks at the third Contrarian Investor Virtual Conference on Aug. 11. Four of the presentations were short ideas and two long calls on individual stocks. Markets reacted immediately and in a few instances quite dramatically. The conference was picked up in various media. For more on that see our press page.

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