penumbra
Penumbra Inc (NYSE:PEN) shares have nearly recovered from the selloff triggered by the recall of its Jet7 catheter. However, the company’s problems are not over. Gabriel Grego of Quintessential Capital Management (you can read an in-depth profile of him here) has uncovered more problems and plans to reveal them to the general public “at the appropriate time.” Q3 2020 hedge fund letters, conferences and more Background on Penumbra IncQuintessential Capital is known for targeting companies with short reports, usually raising fraud allegations in those reports. In a recent interview, Grego said t...
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Whitney Tilson’s email to investors discussing that Penumbra Inc (NYSE:PEN) recalls its JET 7 Xtra Flex catheter. Q3 2020 hedge fund letters, conferences and more Penumbra Recalls Its Catheter1) In my November 10 e-mail, I wrote: My friend and former student Gabriel Grego, of Quintessential Capital Management, just released a short report on medical-devices maker Penumbra (PEN). You can read it and watch his 37-minute interview with famed short-seller Carson Block here... I haven't independently verified Gabriel's work... but knowing him and his track record, I have no doubt that his report is...
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Whitney Tilson’s email to investors discussing that he was wrong; the problem with the herd immunity threshold theory; Penumbra scandal; and Tesla stock offering. Q3 2020 hedge fund letters, conferences and more The Herd Immunity Threshold Theory1) I've made a number of big calls related to the pandemic, some right and some wrong. Regarding the former, none were bigger than the call I made in my e-mail on March 23, the very day the market bottomed, when I pounded the table to buy stocks. As I said, "This is the best time to be an investor in more than a decade." The S&P 500 Index is up a remar...
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Whitney Tilson’s email to investors discussing Enrique Abeyta on CNBC; Stick a fork in Nikola Corporation (NASDAQ:NKLA); Short report on Brookfield Property Partners; Carson Block and GSX Techedu; Penumbra’s Catheter Fail; Theranos’ Holmes May Pursue ‘Mental Disease’ Defense.Q2 2020 hedge fund letters, conferences and more1) My colleague Enrique Abeyta was on CNBC last Thursday, where he explained why he's still bullish on stocks... and special purpose acquisition companies ("SPACs"). Here's a link to watch the four-minute segment.Stick A Fork In Nikola Corporation (NKLA)2) In Friday's e-mail,...
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