In this episode of The Real Eisman Playbook, Steve Eisman interviews Lakshmi Ganapathi from Unicus Research, focusing on the intricacies of short selling and the factors that contribute to identifying potential shorts. They discuss various case studies, including Stellantis in the automotive sector and SolarEdge and Enphase in the solar industry, highlighting the importance of management quality, market conditions, and political influences. The conversation concludes with valuable lessons learned in short selling, emphasizing the need for thorough research and caution against cult stocks.

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00:00 Introduction to Boutique Research and Shorts 02:36 Identifying Shorts: Key Factors 05:50 Case Study: Stellantis and the Automotive Market 16:40 Solar Industry Shorts: SolarEdge and Enphase 28:00 First Solar: Political and Economic Influences 32:30 Lessons Learned in Short Selling

Learn more about Lakshmi Ganapathi here https://www.unicusresearch.com/laks-ganapathi Connect with Steve Eisman and access all things The Eisman Playbook: 🌐 https:// linktr.ee/eismanplaybook → Follow on socials, watch episodes, and get the latest updates — all in one place. Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service. Copyright ©2025 Steve Eisman

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