2023-01-28
This week we have registered four new major short calls. The big shorts are back in action. Hindenburg released a campaign against what they believe to be one of the largest corporate frauds in history. The target is a group of Indian companies which apparently used stock manipulation and fraudulent accounting to …
Read More2022-11-26
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 More2022-09-23
This week we have not registered any new major short campaigns. Despite low activity in new publishing, we are seeing plenty of updates. Muddy Waters continues to grapple with RUN, Spruce is close to hitting its target on FIGS and NINGI Research talks about how rates could push its target lower. Lastly, …
Read More2022-06-15
17 new short positions by Bridgewater were disclosed so far this week. All are bets against major EU companies, including, Allianz, TotalEnergies and BNP Paribas. We estimated that, as of Wednesday's close, cumulative short position is worth about €5.2b.* Bridgewater back with Big EU Shorts We captured 17 new big shorts …
Read More2022-03-06
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 …
Read More2021-12-17
This week we have registered six new major short campaigns. Four of six stocks are now down since the initial reports. The biggest mover was by Viceroy who targeted yet another German company due to several serious allegations. S&T AG, the company in question, now seems to be vigorously fighting back. Muddy Waters …
Read More2021-07-26
This week we have registered two major activist shorts campaigns. Valiant Varriors came out with their first report in 2021 and targeted a Hong Kong-listed stock due to allegations of widespread fraud. Initially, the stock cratered but has rebounded over 40% since. The two sides entered into a heated discussion. Lastly, …
Read More2021-05-17
This week we have registered one new major short campaign and a number of negative flags and follow-ups. Muddy Waters aimed at an insurance company that allegedly suffers from a fatal security flaw that leaks customer data. The company went on to Twitter to set the record straight. Shares are up, but Muddy Waters …
Read More2020-11-16
This week we have registered four new major short campaigns and one brief, yet interesting negative flag by Citron Research. All four campaigns carried strong allegations which could result in significant downside opportunities. So far Muddy is the winner as it pulled down a recent SPAC transaction by more than 20%. …
Read More2020-10-23
This week we have registered four new major activist campaigns. All of them came from a conference which we have co-hosted. We highlight the must-know details from the event. We also look at this week’s share price action in GSX and ALGN. Lastly, we look at the recent developments in …
Read More2020-10-10
This week we have registered five new short campaigns and a number of follow-up short reports. We highlight a new short of Fuzzy Panda who targeted an alleged Nikola 2.0. The campaign was received with mixed reactions from both the market and other short-sellers. We also look Night Market Research …
Read More2020-10-02
This week we have registered two new major short campaigns. Compared to prior to the reports, AtriCure shares are trading 5.4% lower, while Sunnova Energy shares are trading 6.6% higher. We highlight a short of Kerrisdale Capital. The medical company was also a target of Culper Research almost exactly one year before. Culper’s …
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