Activist Shorts

Activist Short Selling in W12

2022-03-26

This week we have registered two new major short campaigns. We highlight Blue Orca's first 2022 report targeting Li-Cycle (LYCI), a lithium battery recycling business. The short-seller alleges all sorts of red flags including a claim of Enron-like accounting and supposedly dubious related-party transactions featuring shareholders paying for CEO's beer holsters. …

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Activist Shorts

Activist Short Selling in W11

2022-03-19

This week we have registered three new major short calls.  We highlight Lilium (LILM) a new target of Iceberg Research who is going after another stock that is supposedly only built on unsustainable hype. As per Iceberg, their tech strategy is apparently not viable and they have been misleading investors about other aspects of the …

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Activist Shorts

Activist Short Selling in W10

2022-03-12

This week we have registered two new major short campaigns.  We note the new campaign of Hindenburg which aimed at a molecular testing company due to allegations of deceptive billing. The strong allegations caused the stock to sell off almost 50% on the first day, but the market now seems to …

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European Shorts, Activist Shorts

Activist Short Selling in W9

2022-03-06

This week we have registered two new major short campaigns and a number of follow-ups.  We note the ongoing saga with SBB a Swedish company that was targeted by Viceroy Research due to allegations of undisclosed related-party transactions and dubious accounting. Viceroy came out with new updates detailing how SBB is allegedlly round-tripping …

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Retail Flows

Retail Investors and the war in Ukraine

2022-03-05

It is no surprise that the retail traders started to closely scrutinize what is going on in Ukraine. While retail investors show great concern about human suffering, they are also analysing how the war might impact their portfolio and what dangers and opportunities it could bring. Twitter was full of threads for the …

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