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Anyone watch Real Eisman Playbook? $GLAS and GLNG

S
Sep 17, 2026 · 15:53


He recently uploaded "The Big Short Partners" reunion [episode](https://www.youtube.com/watch?v=It252p0Ec10&t=2s) last week.

I particularly want to talk about the last 10 minutes of the segments on their long positions on Glass House ($GLAS) and Golar ($GLNG) and wanted to get your guys' outlook on both stocks.

Both positions seem sensible and have high upside with a bit of waiting time period. Thoughts??

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