Hindenburg research
What do you guys think about him and the shop he runs? AUM? The guy is responsible for wiping out more than $100 billion of market cap recently
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It is not a fund, it’s his own money.
why doesn't he raise a fund? with his recent success / his rep, he could raise sizable third party capital
He has balance sheet partners behind every report and gets HF economics so this is actually better than running a fund.
Bump, any thoughts on the news with Icahn?
Bro effed Ichan raw
Icahn is known for his vindictiveness so I'm curious to see what he'd do in response.
I actually think his business is a cool one and really find it interesting. Guy acts like a Sherlock Holmes researching companies for months or years that on the surface look fishy. It's always funny reading the section where he types down questions he would want the target company's mgmt to answer to prove their innocence
To be honest this one of the poorer short reports I have read in a while.
The basis of the report is that Icahn overvalues his investments and is unsustainability supporting his dividend. The references to Jeffries and Motley Fool (quite a stretch) are a bit of a joke. It's hardly groundbreaking news that an Investment Bank would publish favourable research on stock X. It occurs everywhere.
It references some specifics marks on investments that appear unclear, however some IEP investments would be entrapped in liquidity related valuation issues making it a debate on what the true underlying NAV is, rather than fact.
There may be a base case but the traditional short reports I have read (e.g LKE/NEA from Jcap) point out clear fraudulence and failing business models v this report that just says the NAV is > intrinsic value.
Just my take.
He's in the business of making money and the best short report is the report that moves the stock down the most and makes the most money. Yes, it's not the best academically but he's not a professor.
Why is that not a market manipulation ??
Found Icahn's burner account.
Imma be honest. I haven't read it but I def will now if it means I can get in on this action of picking it apart
Finally a soft catalyst excuse to buy some IEP! …hope this ages well lol
Same, threw a few thousand at it after the down day and now up very nice. I call that a win, thanks Hindenburg!
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