Smartkarma Webinar | Accounting and Insider Diagnostics
In the next Smartkarma Webinar, Ankit Agrawal, CFA will talk through his two Smartkarma Originals titled A Forensic Analysis Tool for Detecting...
559 Views
Pinduoduo: Inflated Top Line, Inflated Bottom Line, and Inflated GMV?
We believe Blue Orca’s concerns about Pinduoduo (PDD US) in its short-seller report from two years ago are still broadly valid. PDD continues to...
766 Views
Smartkarma Originals
Insider Diagnostics: A Repository of Short-Sell Target Asian Companies & Associated Key Insiders
In this Original, we have created a repository of Asian companies and associated key insiders targeted by prominent short-sellers, over the last...
823 Views
Luckin Coffee: Fraud Unfolds
After admitting to fabricating RMB2.2 billion worth of transactions from 2Q19 to 4Q19 on 2nd April 2020, the upstart coffee chain Luckin Coffee (LK...
427 Views
JDE Peet's IPO: Valuation Insights
JDE Peet (JDE US) is the world's largest pure-play coffee and tea group by revenue with a 7% market share in a fragmented market in 2019, according...
368 Views