2022-02-27
This week we have registered two new major short campaigns and one short call. We also registered a number of follo-ups to existing campaigns. We highlight the new campaign of Viceroy which is aimed at Samhallsbyggnadsbolaget i Norden (SBB), a Swedish company, and features heavy-hitting allegations about its corporate governance. The stock …
Read More2022-02-19
This week we have registered three new major short campaigns and several updates. We have seen Spruce target a relatively popular retail stock due to allegations of dubious accounting and business model. We also noted a new Hong-Kong based target filled with seemingly strong red flags pointing to possible accounting fraud. …
Read More2022-02-12
This week we have registered one new major short campaign and many follow-ups. The new campaign was launched by a newcomer who targeted Porch Group, a software company that was previously written about by Spruce Point Capital. The report updates previous thesis and still sees a significant downside, mainly due to the …
Read More2022-02-03
Retail Traders and Start of 2022 It has been an interesting start of the year for the meme-side of the market. Retailers started to grapple with something they have seen only occasionally before, drum roll, falling prices. January has been testing the bullishness of the usual subreddits from r/superstonk, r/amc/, …
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