Not sure what company he refers to at the 11 minute mark....but about 2 minutes earlier...I am fairly certain he is referring to Kimber Resources when he mentions one of his holdings that is up 130% YTD.

He states that this company was naked shorted last year related to a financing they had to do....and then he states that one of the things that he finds most amazing is the shorting in this company and others he follows has actually increased recently.