After holding down the fort for the summer, Krista welcomes Freddy and Carson back from vacation. Freddy kicks things off with his Business Idea of...
Whose Prices Are Swimming Naked?
“JR” of Jehoshaphat Research makes the short case on Service Corporation International (SCI). JR observes that online price transparency has...
Coming to you from the masterminds behind Poober and eBay for human organs, we bring you the Toasted Zebra! Inspired by Carson’s own wife, Freddy...
“JR” of Jehoshaphat Research is back to present a completely different short thesis on Techtronic Industries (669 HK). Based on subsequent...
Risk Managing A Potential US Default
The crew is back from Institutional Investor’s award ceremony and Krista is still beaming from her nomination. Although she doesn’t quite...
Carson Block of Muddy Waters Capital makes the short case on Chinook Therapeutics (KDNY). Muddy Waters argues that, upon further examination of trial...
A Shifty Looking Accounting Story
Soren Aandahl of Blue Orca Capital makes the short case on Shift4 (FOUR). Blue Orca argues that the Company’s gross profit, EBITDA, and cash flow...
A Colorful Spectrum of Accounting Games
“JR” of Jehoshaphat Research makes the case that Universal Display Corporation (OLED) is experiencing a significant deterioration in its business...
What do gerbils, Richard Gere and the Dalai Lama have in common? It might have something to do with cuckolding but at the very least, we can...
