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Sell / Short Ideas

Sell / Short Ideas
Outperform on the downside

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bearishNVIDIA Corp
23 Nov 2024 10:08

NVIDIA Q3FY25 Growth Story Still On Track But Heed The Flaws In Jensen's GenAI Vision

NVIDIA's growth story remains intact, albeit it's slowing down. Jensen's claim that the existing $1 trillion general purpose data center stock will...

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bearishROBLOX
22 Nov 2024 20:34

Roblox (RBLX) And the Accounting Challenges Posed by the Metaverse

​The metaverse's evolution creates new business models with challenges for corporate reporting. Concerning signals about Roblox's accounting...

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22 Nov 2024 19:04

Adani Group's Crucial Disclosure Lapses About Bribery & US Investigation

​Adani Group's lack of transparency in handling U.S. FCPA investigation disclosures raises concerns about regulatory compliance and governance.

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22 Nov 2024 13:17

KOSPI200 Dec24 Rebal: 4 ADDs, 5 DELs, Big ADV on Small Stocks

The KOSPI 200 December 2024 rebal has been announced. We got 8/9 right. One was borderline. One false positive is an issue we are checking, but the...

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bearishTuya Inc
22 Nov 2024 10:38

TUYA: Is The King of White Label IOT Ready to Charter a Different Course?

Temasek bought 13% of TUYA and planned to list on SGX. We believe TUYA's valuation is high and the company's business model, customer segment and...

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