Jim Chanos: A Short Thesis on Data Centers

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Colossus Live in NYC - David Senra & Patrick O’Shaughnessy on Oct 19th 2023.

Released March 28th, 2023

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Jim Chanos - Jim Chanos: A Short Thesis on Data Centers

Jim Chanos is the president and founder of Kynikos Associates. We cover his short thesis on the US Data Center REITs, his bear case for commercial real estate, and some broader wisdom on how management can thoughtfully respond to short sellers.

Professional Investors

Real Estate

Frameworks

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