
Hunterbrook Media's business model, which combines investigative journalism with financial trading, is the central focus. The discussion explores how Hunterbrook identifies and reports on under-covered stories, aiming to profit from the market impact of their findings. Sam Koppelman and Nathaniel Horwitz detail their approach to uncovering truth through journalism, distinguishing it from traditional hedge fund analysis. Examples include their bullish stance on Evolve following initial fraud concerns and their investigation into Sable Offshore, which led to SEC scrutiny. The conversation also touches on the challenges of operating in a "post-shame" world and the importance of building credibility through rigorous reporting.
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