Matthew Kliber Short This Company – 2018 Kase Learning Shorting Conference

Full transcript of Matthew Kliber, Founder & Portfolio Manager of Gracian Capital LLC, Kase Shortselling Conference: Kerrisdale, Viceroy, Hindenberg, And More [UPDATED]from the 2018 Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc A thesis has three points, the first point, we believe there is revenue sustainability risk due to credit issues associated with the company’s new outsourced credit [inaudible].  The second point is we believe there is a [inaudible] sales gross margin and earnings risk, [inaudible] from the company’s use of a structured program.  And the third point is we believe there is underappreciated business risk that…