2019-11-30
TL; DR: Tilray short tops all short pitches presented at Kase Learning Shorting Conference one year ago. While Tilray is down about 81% since the presentation, four other stocks declined 40% or more. Chris Brown from long-short firm Aristides Capital, argued last year at Kase Learning Shorting Conference that growing marijuana is a commodity business and …
Read More2019-11-19
TL; DR: Two of European 2019 mega-IPOs got in short-selling focus of UK hedge funds recently. One big short popped-up in each of these European unicorns in November. Since initial disclosures both shorts were further increased, while targeted stocks remained broadly unchanged. This year's biggest European IPO (ref. DW), TeamViewer AG, appeared for the first time …
Read More2019-11-14
Summary of talks by presenters at Sohn London 2019 conference (more about Sohn London here). Contact us, if you are our client and would like more details about specific pitches. Session One (12:30-14:00 GMT) B. Baldwin from Trian Fund Management presented long idea on Ferguson plc. Main reasons revolve around attractive North American (NA) business, …
Read More2019-11-05
As of the latest short disclosures, four entities hold a big short in EasyJet (mkt cap about £5.2b) for an aggregated short interest of 5.46%. Holder of the biggest short position, famous quant fund, AQR has been rather steadily selling more shares ever since this position appeared on June 4. During the same period, …
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