Mark Roberts
Founder of Off Wall Street, a pioneer in independent short-selling research with a long record of investigative short reports (including an early Enron short); author of Off Wall Street: How To Win At Short Selling By Betting Against The Crowd.
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Feb 25, 2026 • 1h 2min
IL46: The Business Model Trap: Why Short Ideas Start in the Real World ft. Mark Roberts
Mark Roberts, founder of Off Wall Street and pioneer of investigative short-selling research, shares his unconventional path from Berkeley to spotting major market mispricings. He discusses why broken business models, not just accounting, topple companies. Fieldwork, management language, timing challenges, and how today’s passive flows shape opportunities are explored in concise, surprising stories.
