Behind The Idea

This is the second episode of our Kase Learning Shorting conference coverage. Ebix has been a battleground for much of the decade, and also a big winner for bulls. Mads Thamsborg of Bodenholm Capital joins Behind the Idea to share his case for why the second fact is going to change. A leveraged balance sheet, a roll-up story unwinding, and accounting red flags? Makes for a classic short case and a classic Behind the Idea discussion. Learn more about your ad choices. Visit megaphone.fm/adchoices