Summary Please note, we were unable to find evidence that sell side analysts have identified the corporate governance red flags we were able to identify at Purple Innovation, Inc. (NASDAQ:PRPL). We are obviously not surprised. We are currently neither long […]
Summary We believe we’ve caught Fanhua Inc. in an outright lie: despite FANH stating on its recent conference call that they have no related party relationship with Liu Tingting and Yang Lin, we have concrete evidence that they do Others […]
Summary Frontier Communications Corp. (NASDAQ:FTR) has lost about 97% of its value over the last three years as the company struggles with massive debt & old infrastructure. The equity is being priced for bankruptcy but the fat lady has not sung just […]
Richard Thaler was just awarded the 2017 Nobel Prize in Economics for his work in the irrationality of human decision making. If you were to now re-read his 2009 best seller Nudge : Improving Decisions About Health, Wealth, and Happiness and compare […]
Published by FG Alpha to GeoInvesting Summary More than 50% of Playa Hotel & Resorts N.V. (PLYA) real estate portfolio and Adjusted EBITDA come from the Yucatan Peninsula, where the U.S. State Dept. has recently issued new travel warnings Tourism […]
We pride ourselves on being information arbitragers, on using understanding gleaned from research and listening and “turning over rocks” to quote Peter Lynch. We try to remain agnostic in terms of our position bias (even if we have developed a reputation […]
On June 19, we sent an alert that we add a new company to our GeoBargain list, exactly one week after disclosing our long position in the stock. This decision came about a month after we noted that we were bringing the stock into the premium member funnel and right after an interview with the CEO of the company. Like another stock in the telematics industry that we are digging into, MiX Telematics Limited American (NYSE:MIXT), this company provides mobile resource management (MRM) hardware and cloud services.
Are your returns not what you expected in one of the most historic runs in stock market history? You are most likely not alone. We’ve had our share of ups and downs, moments of jubilation and disappointment. But today, we are purely focusing on what we feel is going to give us one of those moments of jubilation, where we see the potential of a stock to see returns that you probably have not seen in your portfolio too many times, if at all, depending on your strategy. We came across this story with our methodology of following SPACs and uncovering information before the rest of the market.