Wall Street Unplugged
Episode: 545August 24, 2017

Michael Alkin: Your new favorite short selling strategy…

“Management teams only tell the best part of their story” -– Michael AlkinWelcome back to another episode of Wall Street Unplugged.This week, one of my favorite short sellers in the business, Michael Alkin, joins the show.While most short analysts will only study company reports (revenues, earnings, or recent guidance), Michael takes the extra step others ignore….He talks with customers… former employees… suppliers… and distributors. Only then will he decide where the chips fall.And on today’s show, Michael tells one of the best stories I’ve heard on Wall Street. It includes an incompetent company… a costume… and one ballsy analyst.Tune in to learn more about Michael’s contrarian approach to short selling… along with two sectors he thinks are about to blow up.Good Investing,Frank Curzio

Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.

Terms of Use | Legal | Privacy Policy

Have a question for Frank and Daniel,
submit it here: askcurzio.com

Follow Frank's Wall Street Unplugged podcast

“I follow you. I’ve gotten amazing ideas for my shows from you.”

Jim CramerMad Money
More Wall Street Unplugged

The cooler PCE isn’t the win you might think

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.

Political headwinds can’t derail the AI trade

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.

The market is facing the perfect storm

The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?