CORPORATE THEATER: CEO Letters to Shareholders & Hindenburg Research
This week on the show we unearth the origin story behind these kooky annual CEO letters to shareholders made famous by big cuddly billionaire teddy bear Warren Buffet and then we take a tweaky, spazzy, frenetic, conspiracy-laced look at short seller Hindenburg Research:
1) First, let’s talk CEO letters to shareholders, shall we? Where did they come from? What is their purpose? Pull up a chair and put on your learnin’-cap because Business Pants is taking you to CEO Letter Writing School
2) Here’s a delightful conspiracy theory about short seller Hindenburg Research. Named after the 1937 Hindenburg disaster, which they characterize as a human-made avoidable disaster, the firm generates public reports via its website that allege corporate fraud and malfeasance. Let’s listen in to two tweaky/twerky/twerpy/tweety Hindenburg Research analysts.