AlphaNooner by AdvisorShares

How do short sellers identify vulnerable companies, even when the broader stock market is rising? Veteran short seller Brad Lamensdorf joins AlphaNooner to explain the warning signs he watches, from aggressive accounting and weakening cash flow to valuations that depend on growth companies may struggle to deliver.

We discuss why he favors shorting individual companies over broad market indexes; how rising borrowing costs could pressure earnings and stock valuations; where he sees risks in private credit, commercial real estate, and regional banks; his bearish thesis on Carvana and its valuation relative to other auto retailers; what he's watching in insurance, software, and consumer businesses during earnings season; and whether investors can remain bullish over the long term while selectively hedging risk.

Lamensdorf shares his perspective on companies including Carvana, Oracle, DraftKings, and Western Alliance, and explains what he looks for beyond the headline earnings numbers.

AlphaNooner by AdvisorShares brings you timely conversations with investors, market strategists, portfolio managers and industry experts on markets, investment themes and the stories shaping what comes next.

Watch the full video on YouTube: https://www.youtube.com/watch?v=d0F1CwZtODU

Follow AdvisorShares (@advisorshares) on YouTube, X, LinkedIn, Instagram and Facebook.

What is AlphaNooner by AdvisorShares?

ALPHANOONER
Markets. Themes. The people investing in what comes next.