Dan David of Wolfpack Research explains that Goosehead Insurance (GSHD) cannibalizes its franchisees’ businesses, causing the vast majority to fail...
A Broker Getting High on its Own Supply
Dan David of Wolfpack Research makes the case that B. Riley Financial’s (RILY) foray into lending to highly speculative public companies, such as...
Carson Block of Muddy Waters Capital makes the case that Luxembourg-based Vivion Investments is playing shell games with related parties to take cash...
Carson Block of Muddy Waters Capital makes the case that the value proposition at Sunrun (RUN) is built on a foundation of dubious modeling. Core to...
Soren Aandahl of Blue Orca Capital makes the case that MINISO (MNSO) has been deceiving investors about its core business model.
Carson Block of Muddy Waters Capital makes the case that Hannon Armstrong (HASI) is a value-destructive REIT in pursuit of the ESG wave. At the heart...
Kir Kahlon from Scorpion Capital makes the case that IonQ (IONQ) is just another in a lengthy line of sham SPAC deals. At the heart of its thesis,...
An Inflated Cannabis Bank Hiding in the Weed
Soren Aandahl from Blue Orca Capital makes the case that Innovative Industrial Properties (IIPR) is a cannabis bank, masquerading as a REIT.
Never-ending Acquisitions that Never Happen
Adam Gefvert of White Diamond Research makes the case against Global Tech Industries, a company that’s forever announcing new acquisitions, none of...
