Welcome to the Best Ideas Club. Paid members receive a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed investor Danny Moses, who was part of the team that correctly bet against the 2008 housing bubble, famously depicted in Michael Lewis’ book and the subsequent film “The Big Short.” He now shares his investment views on Substack via research and a podcast.

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