Short Seller Carson Block Teases New Short Idea, Reflects On Successful 43% YTD Drop Bet
Portfolio Pulse from Adam Eckert
Carson Block, founder of Muddy Waters Research, hinted at a new short idea ahead of Robin Hood’s Annual Investors conference. He also reflected on his successful short position on Hannon Armstrong Inc (NYSE:HASI), which is down approximately 43% year-to-date. Block criticized the company's accounting practices as intentionally misleading, leading to inflated paper profits with little underlying cash. Muddy Waters has since closed its short position on Hannon Armstrong, but Block acknowledged they may have exited too early as the stock has continued to fall.

October 11, 2023 | 5:43 pm
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NEGATIVE IMPACT
Hannon Armstrong's stock has been heavily impacted by Muddy Waters' short position, leading to a 43% drop YTD. The company's accounting practices have been criticized as misleading.
The news about Muddy Waters' successful short position and the criticism of Hannon Armstrong's accounting practices have negatively impacted the company's stock price. The continued fall in the stock price even after Muddy Waters closed its position indicates a lack of investor confidence.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100