muddywaters
Keith Richards says his feuds with Sir Mick Jagger are the result of them trying to “break the stitches” of their Siamese twins-style bond. The Rolling Stones guitarist, 79, has had fallings out with the band’s frontman, 80, over his acceptance of a knighthood – and after Keith branded his manhood a “tiny todger”. He told The Daily Telegraph: “The thing with Mick and me is that people only hear about the squabbles, and they forget there’s like 15 years between one squabble and another. “We’re sewn together at the hip. And now and again, you know, we try to break the stitches. “But we love each...
BANG Showbiz English
Muddy Waters is short Chinook Therapeutics Inc (NASDAQ:KDNY) because we believe it is highly unlikely that atrasentan, its lead product candidate, will be approved by the FDA. We conclude that atrasentan is inefficacious for chronic kidney disease. We also conclude that atrasentan has been shown to be harmful to patients’ cardiovascular health. AbbVie and Chinook seem to have systemically manipulated research findings and presentation on atrasentan to obscure these trial results. Even if atrasentan were efficacious and safe, it would be unlikely to gain approval because a competing drug, spars...
ValueWalk
Sunrun Inc (NASDAQ:RUN) continues the grand tradition of consultant-advised responses that largely avoid substance, yet span several pages. We herein focus the discussion on what was unsaid, and the little that was said. Earning AssetsPerhaps Sunrun started this explanation on page 5 because it hoped to lose readers with technicalities about the tax code. In any event, RUN fails to convince us that there is anything remotely conservative – let alone realistic – about assuming that 90% of customers renew at the end of their PPA terms their leases on 20-year old technology that RUN itself admits...
ValueWalk
Muddy Waters is short Sunrun Inc (NASDAQ:RUN) because we see it as an uneconomic business built on three shaky pillars: The equity story of exaggerated “Subscriber Values” and “Gross / Net Earning Assets”, funding growth through abusing tax incentives, and issuing ABS that could be exposed to a RUN bankruptcy. These pillars, in turn, are built on a foundation of dubious financial models. If one of these three pillars wobbles, RUN would likely face a funding gap and would require equity issuances to continue growing. Insiders have already become ultra-wealthy, having net sold shares since July ...
ValueWalk
What’s New In Activism – Twitter Wants Support For Musk DealTwitter Inc (NYSE:TWTR) wrote to its shareholders urging them to support its proposed merger agreement with Elon Musk at its upcoming special meeting. On July 14, Twitter filed a preliminary proxy statement for a special meeting for shareholders to vote on the merger, valued at $44 billion, but has yet to set a time or date. The deal, which stands to net shareholders a 38% premium on their shares, is in jeopardy after Musk notified the social media platform that he would be terminating the agreement. Q2 2022 hedge fund letters, confer...
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Muddy Waters is short Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) because its accounting is so complex and misleading that its financial statements are effectively meaningless. Find A Qualified Financial AdvisorFinding a qualified financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to 3 fiduciary financial advisors in your area in 5 minutes. Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you're ready to be matched with local advisors that can help you achieve your finan...
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1950年に設立されたチェス・レコードはブルースやR&B;を専門とするレーベルで、ロックンロールの成...
OKMusic
Whitney Tilson’s email to investors discussing Carson Block’s investor letter; he could have quadrupled my money on Gov. Cuomo’s resignation; Humans tend to underreact to new information; McDonald’s Corp (NYSE:MCD), Netflix Inc (NASDAQ:NFLX), and Tesla Inc (NASDAQ:TSLA). Q2 2021 hedge fund letters, conferences and more Carson Block's Investor Letter1) Famed short seller Carson Block of Muddy Waters Capital has just written his first investor letter. I was able to get a copy, which you can read here. He concludes: But I return to the proposition that there are still numerous opportunities for a...
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Whitney Tilson’s his interview with Ironhold Capital‘s Siddharth Singhai; short report on Triterras; Andrew Left’s Citron Capital ends 2020 up 155%; Muddy Waters pulls off big gains. Q3 2020 hedge fund letters, conferences and more Interview with Ironhold Capital's Siddharth Singhai1) I did a 40-minute interview recently with Siddharth Singhai, CIO of IronHold Capital, for his Leaders in Business and Investing podcast. You can listen to it here or watch the video of it here. In it, we discussed my forthcoming book, The Art of Playing Defense, current events, rational investing, and what it mea...
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Whitney Tilson’s email to investors discussing that Enrique Abeyta thinks the market could double; three short reports on Nano-X Imaging Ltd (NASDAQ:NNOX).Q3 2020 hedge fund letters, conferences and moreThe Market Could Double1) Following up on yesterday's e-mail, I asked my colleague Enrique Abeyta to elaborate on why he's so bullish on stocks despite this table that has been circulating in the investment community showing how expensive the S&P 500 Index appears to be:Enrique replied:It's important to look at this in the context of a cyclical. Cyclicals always trade at crazy valuations at the...
ValueWalk
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