We're posting up notes from the Sohn London Investment Conference 2015. Next up is Mike Wilkins of Kingsford Capital who talked about short selling.
Mike Wilkins' Sohn London Presentation
Kingsford Capital is a short only hedge fund.
Mike Wilkins did not pitch a specific name but talked generally about how his firm finds short ideas by searching for business people who get involved in fraud and law breaking. They look for senior managers that behave badly as they tend to keep going.
Once they have identified a rule breaker, Kingsford Capital follow their progress and build-up histories of their companies. They also track the business networks of people that infringe the law. Fraudsters often interact with one another. For example, they sometimes share the same auditors.
Be sure to check out the rest of the Sohn London Conference presentations.
Monday, December 7, 2015
Mike Wilkins on Short Selling at Sohn London Conference 2015
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