adapthealth
Jehoshaphat Research’s short report update on Adapthealth Corp (NASDAQ:AHCO). Q2 2021 hedge fund letters, conferences and more Executive Summary:We are short AHCO and believe that its downside is again around 50%, in large part due to its negative organic growth. However, we no longer have to argue our case with complex arithmetic and assumptions. There is now nothing more to debate – organic growth in both Q1 and Q2 2021 was indeed negative, more than 1,000 basis points below management’s claims. A new SEC filing disclosure confirms it. This disclosure is brand new, provided for the first tim...
ValueWalk
What’s New In ActivismBill Ackman was forced to rejig his deal to buy 10% of Vivendi’s Universal Music Group. The activist had struck a deal earlier in the year with Vivendi, worth $4 billion, that would have used up the majority of Ackman’s Pershing Square Tontine Holdings special purpose acquisition company (SPAC). Q2 2021 hedge fund letters, conferences and more Ackman’s investment in Universal Music will now go through his main hedge fund rather than the SPAC, after U.S. regulators questioned whether the deal with Vivendi adheres to New York Stock Exchange rules. In an open letter to share...
ValueWalk
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