2022-11-26
This week we have registered one new campaign. Viceroy hit Home REIT Plc, a £500m UK-based REIT which serves charities and other non-governmental organizations. As per the activist, the business is apparently falling apart as the tenants are allegedly unable to pay. The management also supposedly misled investors about their revenue …
Read More2022-11-19
This week we have registered five new major short campaigns. Stocks in focus are, on average, 19% lower than before the short calls. After a few quiet weeks, the activists came back with a bang. We saw Muddy Waters come out and target an alleged payments fraud. The stock cratered immediately …
Read More2022-11-04
This week we have not registered any new major campaigns. However, we have seen plenty of updates from activists about quarterly developments in their targets. Plenty of stocks did not fall much, but the activists believe the short thesis has hardly changed. Lastly, we are tracking the most recent stock price …
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