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Feb 25, 2019

Management teams tell the story they want you to know… not the one you need to know.

Sometimes they’re one and the same. Other times… not so much.

It can be tricky to know what stories to believe… and which ones don’t add up. After all, they all sound good.

Wall Street is chock full of rosy projections and eternal optimists, but my guest today is a professional skeptic: Robert MacArthur of Alternative Research [30:50].

Rob is also a professional short seller with three decades of experience.

Pull up a stool as he shares some insights on sorting the winners from the losers.