Carson Block Explains Why He Is Shorting Sunrun Again

The transcript discusses a mistake in shorting Sunrun, highlighting a discrepancy in subscriber numbers reported to the street and the Energy Information Agency. The financial implications of this discrepancy are significant, affecting Sunrun's market cap. The speaker also discusses future shorting plans, the ESG Hustle, and the stimulus bubble, suggesting that ESG attracts aggressive management due to subsidies. The conversation concludes with a discussion on Carl Icahn's views on short selling.

How does the speaker characterize the ESG space in relation to investment opportunities?

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What are the potential consequences of the current market conditions as described by the speaker?

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What is the speaker's opinion on Carl Icahn's stance in the short-selling community?

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