meta_pixel
Tapesearch Logo
Log in
The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP383: Exposing Bad Companies w/ Edwin Dorsey

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 1 October 2021

⏱️ 55 minutes

🧾️ Download transcript

Summary

On today’s episode, we talk about how to expose a bad company. Trey Lockerbie chats with the brilliant Edwin Dorsey, writer of the popular newsletter The Bear Cave, who takes us on a ride, exploring the dark side of the stock market. Edwin first gained massive attention after he successfully exposed Care.com for an unimaginable amount of negligence that ultimately led to the collapse of the stock. IN THIS EPISODE, YOU’LL LEARN: 08:20 The free tools you need to identify suspicious companies. 22:36 Edwin’s take on companies such as AgEagle and Root Insurance. And so much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Edwin Dorsey’s newsletter The Bear Cave. PACER website. EDGAR Full-Text Search website. PCAOB website. Trey Lockerbie Twitter. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

Click on a timestamp to play from that location

0:00.0

You're listening to TI-P.

0:03.6

On today's episode, we are talking about how to expose a bad company.

0:08.2

Our guest is the brilliant Edwin Dorsey, writer of the popular newsletter, The Bear Cave.

0:13.8

Edwin takes us on a ride exploring the dark side of the stock market.

0:17.9

Edwin first gained massive attention after successfully exposing care.com for an unimaginable

0:23.6

amount of negligence that ultimately led to the collapse of the stock.

0:27.0

In this episode, we also cover some tools you need to identify suspicious companies which

0:31.2

are completely free, by the way.

0:32.8

Edwin's research on companies such as AG Eagle and Root Insurance and so much more.

0:38.0

Look, I'm not a short seller, but I found this discussion not only highly entertaining,

0:41.7

but also extremely informative.

0:43.6

I've now added some of these tools to my qualitative portion of due diligence, and I think

0:47.6

you might as well.

0:48.6

So let's get into what makes a bad company with up-and-comer Edwin Dorsey.

1:17.4

Welcome to the investors podcast.

1:19.2

I'm your host, Tray Lockerby, and today I'm super excited to have with me Edwin Dorsey

1:24.9

on the show.

1:25.9

Welcome to the show, Edwin.

1:26.9

Thanks so much for having me on.

1:28.9

I'm very excited to be here.

1:31.2

We're really excited to have you here, Edwin, because we had recently just explored what

1:35.5

makes a great business with Jim Collins.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.