EPISODE · Feb 1, 2022 · 32 MIN
Short Trade Ideas in the US with Eric Fernandez
from Smart Calls with Smartkarma · host Smartkarma
In this episode, recorded on 22 December, Insight Provider Eric Fernandez outlines some of his top short trade ideas in the US market, based on his unique and comprehensive framework for identifying short sale candidates. Stocks examined in this session: Atkore Inc (ATKR) Danaher (DHR) Service Corp International (SCI) Monro Inc (MNRO) ABM Industries (ABM) Renewable Energy Group (REGI) Follow Eric's work: https://skr.ma/KteypiAPbrgJjb41A Smartkarma users can find the presentation video here: https://skr.ma/UNqLwbqJKvpdvnPk7 Eric Fernandez has 30+ years of research and investment banking experience in company modeling, equity valuation, and credit, which forms the backbone of Two Rivers Analytics' analytical approach. He founded Two Rivers to remedy a shortfall of traditional short idea generation which relies primarily on thematic, top-down processes. Instead, Two Rivers combines a methodical framework to sift through the universe looking for markers of various types of short candidates, which are subsequently vetted via traditional fundamental analysis. This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
What this episode covers
In this episode, recorded on 22 December, Insight Provider Eric Fernandez outlines some of his top short trade ideas in the US market, based on his unique and comprehensive framework for identifying short sale candidates. Stocks examined in this session: Atkore Inc (ATKR) Danaher (DHR) Service Corp International (SCI) Monro Inc (MNRO) ABM Industries (ABM) Renewable Energy Group (REGI) Follow Eric's work: https://skr.ma/KteypiAPbrgJjb41A Smartkarma users can find the presentation video here: https://skr.ma/UNqLwbqJKvpdvnPk7 Eric Fernandez has 30+ years of research and investment banking experience in company modeling, equity valuation, and credit, which forms the backbone of Two Rivers Analytics' analytical approach. He founded Two Rivers to remedy a shortfall of traditional short idea generation which relies primarily on thematic, top-down processes. Instead, Two Rivers combines a methodical framework to sift through the universe looking for markers of various types of short candidates, which are subsequently vetted via traditional fundamental analysis. This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
NOW PLAYING
Short Trade Ideas in the US with Eric Fernandez
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m