Interesting they picked this Australian Small Cap fundie favorite as the key pick.

5 long and short stock calls from Sohn London - Chris Conway | Livewire

LIFE360 (ASX: 360 / NASDAQ: LIF) — Short Call by Priya Kodeeswaran (Katamaran Capital)

Life360 1-year price chart (Source: Google Finance)

Katamaran Capital’s Priya Kodeeswaran argued that Life360 “monetises parental anxiety” but faces rising competition from free location-tracking services embedded in Apple and Google ecosystems.

He highlighted the company’s heavy reliance on U.S. paid subscribers and low conversion rates abroad, forecasting up to 40% share-price downside.