Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

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<ul><li>Another smallish one, but EV of ~$500m (bigger than PRST but still illiquid b.c. low free-float).</li><li>Equity is probably not worth much more than $0. I’m not short this yet, because I fear that management still has some fight left in it to ride the AI-hype.</li><li>I want to get my timing right. It is a heavily shorted stock which has been the victim of squeezes multiple times in the past. And I don’t much fancy getting my head ripped off.</li></ul>

Another smallish one, but EV of ~$500m (bigger than PRST but still illiquid b.c. low free-float).Equity is probably not worth much more than $0. I’m not short this yet, because I fear that management still has some fight left in it to ride the AI-hype.I want to get my timing right. It is a heavily shorted stock which has been the victim of squeezes multiple times in the past. And I don’t much fancy getting my head ripped off.

United States

BigBear.ai Holdings, Inc. operates as a software company. The Company develops artificial intelligence and machine learning technology to support its customer's decision-making processes and deliver practical solutions that work in complex, realistic, and imperfect data environments.

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BigBear.ai Holdings (BBAI US)

Short Idea - BigBear.ai (BBAI-US)

Equity is probably not worth much more than $0. I’m not short this yet, because I fear that management still has some fight left in it to ride the...

Guasty Winds

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