Activist Shorts

Activist Shorts Weekly W39

2023-09-28

This week, we have registered four new major short calls. GlassHouse hit us with another report featuring accounting allegations. This time it is a construction company with history of troubles with its shareholders and the SEC. Things apparently did not change, and the accounting is still dubious. Sunshine Research, a relative newcomer, wrote about …

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Activist Shorts

Activist Shorts Weekly W38

2023-09-21

This week, we have registered three new major short calls. Perhaps most importantly we noticed Kerrisdale Capital with their new retail investors short. They targeted Tilray (TLRY) due to allegations of a weak business model. The stock recently rallied, but the activist does not believe the rally has legs. The company is unlikely to …

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Activist Shorts

Activist Shorts Weekly W37

2023-09-14

This week, we have registered one new major short call. We saw a newcomer release a report on ETSY, an e-commerce platform, apparently in deep trouble with the competition and other key business fundamentals. The management also supposedly tries to spin AI talk, but the result is not visible. Citron targeted the same company …

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