nasdaqdox
Whitney Tilson’s email to investors discussing Jamie Dimon‘s annual letter; avoid this stinker: ARK Space Exploration ETF; short reports on EBON, RIDE, NKLA, DOX and NNDM; a hacker got all my texts for $16. Q1 2021 hedge fund letters, conferences and more Jamie Dimon's Annual Letter1) In yesterday's e-mail, I wrote about the basket of six bank stocks I bought last March. I haven't sold a share of any of them (despite my investing hero, Warren Buffett, dumping most of his financial stocks last year). This has paid off, as they're up an average of 81% versus 61% for the S&P 500 Index. One of my ...
ValueWalk
Jehoshaphat Research is short Amdocs Limited (NASDAQ:DOX). Q4 2020 hedge fund letters, conferences and more Today, we reveal the results of a months-long investigation into what we believe is a massive financial deception taking place at Amdocs (DOX). The information we are revealing has never before been seen by investors. We have gathered extensive evidence from the national corporate registry filings of dozens of subsidiaries from around the globe, which we then compared to DOX’s public filings. We found wildly overstated profit margins, a balance sheet that is far from the cash-rich fortre...
ValueWalk
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