In short: The short-selling research firm that published three reports against Shopify in 2017. "Citron doesn't have a great reputation anymore, but at the time it did, and I was pretty scared when I read the full report… There was a lot of insinuation, but no substance." Included because the episode is the interview's clearest worked example of handling a bear thesis: read it, check each claim, then act on the check rather than on the tone.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.