Short Seller Carson Block Of Muddy Waters Has A No-Brainer Long Idea

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Feb 26, 2015

Carson Block and his firm Muddy Waters generally focus on the short side of things.

His preferred market is in China where there are loads of publicly traded companies that have no actual underlying business.

Those kinds of opportunities don't exist in developed markets.

Today, though, Block has a high conviction long idea in French holding company Bollore where a confusing structure is not hiding fraud, but rather value.

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