RobinHood Research Group @ResearchHood

Information is the great equalizer. We aim to level the playing field with reliable research and views. Not investment advice. Joined May 2020

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RobinHood Research Group @ResearchHood

6 years ago

$SNAP has strong engagement and a brand safe platform- we believe marketers are have, and will continue, to flock to this darling. We are very bullish - we are LONG and STRONG into ER. @Snapchat

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RobinHood Research Group @ResearchHood

6 years ago

@grant90029 @RobinhoodApp @stoolpresidente @grant90029 -the audit will be very telling....

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Gabe @Gabe_Bernarde

6 years ago

Per requests: let me break this down further $TYR: 1. From 9 Jan to 12 Jan 2021, Tyro TTV was down 14.1% yoy. 2. CY growth since Jan 2020 is estimated between 20-30%. 3. Therefore, the real TTV loss must be growth-adjusted. 4. Calculation is (1-14.1%)/(1+20-30%).

Viceroy @viceroyresearch

6 years ago

In case you missed it. Here are transaction volume calculations indicating a >30% fall in TTV from 9-12 Jan. Assuming merchants have more than one terminal, mathematically difficult to suggest that less than 30% of terminals were bricked. $TYR

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RobinHood Research Group @ResearchHood

6 years ago

@viceroyresearch @Tyro Payment processing is a basic tool what can be replaced by a plethora of competitors. Businesses have lost faith in Tyros tech (and revenue) -rapidly declining market share. Totally unrecoverable. $TYR. Square up massive % QonQ ..

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Viceroy @viceroyresearch

6 years ago

Viceroy’s report on Tyro is now live. Over the last week, our research suggests $TYR has “bricked” (verb: to turn into a brick) ~50% of its terminals across the country, far more than numbers suggested by the company. $TYR #thread 1/n viceroyresearch.org/2021/01/14/tyr…

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RobinHood Research Group @ResearchHood

6 years ago

@ecb @Lagarde should @MorganStanley think twice about holding $MSTR and $BTC since they effectively supporting money laundering? Where is compliance?

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RobinHood Research Group @ResearchHood

6 years ago

$MSTR is massively overvalued and run by questionable management with ambiguous risk controls. $BTC Download report here: ufile.io/cw8mfc0z

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RobinHood Research Group @ResearchHood

6 years ago

@HayekAndKeynes #MicroStrategy stock is a sell. If you are looking for BTC exposure, go elsewhere. Follow us to read our 10 page detailed report on #MSTR. #shortMSTR

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RobinHood Research Group @ResearchHood

6 years ago

@SpencerKSchiff #MicroStrategy stock is a sell. If you are looking for BTC exposure, go elsewhere. Follow us to read our detailed report on #MSTR. #shortMSTR

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RobinHood Research Group @ResearchHood

6 years ago

@HansonBirringer MicroStrategy stock is a sell. If you are looking for BTC exposure, go elsewhere. Follow us to read our detailed report on #MSTR. #shortMSTR

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RobinHood Research Group @ResearchHood

6 years ago

@BlockBytch_ MicroStrategy stock is a sell. If you are looking for BTC exposure, go elsewhere. Follow us to read our detailed report on #MSTR. #shortMSTR

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RobinHood Research Group @ResearchHood

6 years ago

@TMFJMo MicroStrategy stock is a sell. If you are looking for BTC exposure, go elsewhere. Follow us to read our detailed report on #MSTR #shortMSTR

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RobinHood Research Group @ResearchHood

6 years ago

@PeterSchiff @cvpayne MicroStrategy stock is a sell. If you are looking for BTC exposure, go elsewhere. Follow us to read our detailed report on #MSTR #shortMSTR

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RobinHood Research Group @ResearchHood

6 years ago

@PeterSchiff MicroStrategy stock is a sell. If you are looking for BTC exposure, go elsewhere. Follow us to read our detailed report on #MSTR

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RobinHood Research Group @ResearchHood

6 years ago

@realearthman The issue is MSTRs custody. Who has the private keys? Is it insured? Investors need answers. $MSTR is a short. Even if the $BTC was safe.. is it fairly valued? NOOOPPEEE

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RobinHood Research Group @ResearchHood

6 years ago

Who likes to grossly overpay for things? Short $MSTR even if long $BTC @muddywatersre @AlderLaneeggs @HindenburgRes

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RobinHood Research Group @ResearchHood

6 years ago

Efficient market theory need not apply to $MSTR - there are way better companies for you to buy if you want $BTC exposure. Buyer Beware. @Nouriel

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RobinHood Research Group @ResearchHood

6 years ago

@realearthman $BTC ETF is coming - that will take the premium out of Greyscale and the 2x+ premium out of $MSTR. Why pay 1.5Bn+ and get a failing biz just to invest in BTC when there are way better instruments to get exposure?

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RobinHood Research Group @ResearchHood

6 years ago

@MillenialEcono1 @MillenialEcono1 We are championing the cause for the ordinary person. Big institutions have a track record of talking their own book and taking advantage. We are not opining on the BTC strategy - but fundamentally this company is mispriced.

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RobinHood Research Group @ResearchHood

6 years ago

@KoneCapital @michael_saylor Zebras do not change their stripes. We call for better safeguards, enhanced compliance and transparency. Protect investors. Short $MSTR