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Sohn London Investment Conference 2023: Muddy Waters’ Short Idea

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Jacob Wolinsky
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Blackstone Mortgage Trust
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The following are notes from Carson Block's presentation from the 10th annual Sohn London Investment Conference, which took place on December 6th, 2023.

Carson Block on Shorting Blackstone Mortgage Trust

  • Carson Block, representing Muddy Waters, discusses the shorting of Blackstone Mortgage Trust Inc (NYSE:BXMT).

Blackstone Mortgage Trust Overview:

  • Muddy Waters is shorting Blackstone Mortgage Trust, citing concerns about...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid