MuddyWatersResearch @muddywatersre
Activist short seller, skeptic, First Amendment advocate, foot soldier in the Global War to Defend Truth muddywatersresearch.com Austin, TX Joined July 2010-
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Roddy Boyd publishing an exposé on $BREIT investigativereporting.online/breit-blacksto…
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Here’s what’s NEW on @zeroestv... 🪓 Soren Aandahl of @blueorcainvest is out with their latest short on Dayforce, Inc. $DAY: zer0es.tv/big-announceme… 🪓 Vic Bonilla of @JehoshaphatRsch discussed their latest short case on Doximity $DOCS: zer0es.tv/news-and-updat… 🎙️@muddywatersre…
From stereotypes to Short Selling, we don't hold back on the 𝐙𝐞𝐫𝟎 𝐅𝐮𝐜𝐤𝐬 𝐆𝐢𝐯𝐞𝐧 podcast. Hosted by the @muddywatersre crew.
We’ve identified 14 different transactions where Fairfax has manipulated book value and used abusive accounting gains to produce paper profits Smells fishy We believe a conservative adjustment to book value should be ~-$4.5 billion or ~-18% lower than reported Muddy Waters…
MW has some questions for $CPIPGR on its call today. (We remain short CPI credit.) We're particularly intrigued by more loans to Vitek, ridiculously subjectively valued assets, and the CPI Equestrian Team. Squeaky clean as always (sarcasm of course) muddywatersresearch.com/research/cpipg…
Josh Mitts committed academic fraud @Forcehedge - I'd take anything he writes with a huge grain of salt.
Josh Mitts committed academic fraud @Forcehedge - I'd take anything he writes with a huge grain of salt.
California voters are the biggest rubes
Nice take👇
Soren Aandahl of @blueorcainvest is out with their latest short on Dayforce, Inc. ( $DAY) which Blue Orca argues is a governance mess beset by aggressive accounting, misleading non-GAAP metrics, insider selling, heavy management turnover and an unusual adverse opinion from its…
Vic Bonilla of @JehoshaphatRschis short Doximity ( $DOCS) because he believes the business is headed for a decline by encroaching competition on its business not to mention some members of the management team jumping ship. Watch the full 𝐂𝐡𝐨𝐩𝐩𝐢𝐧𝐠 𝐁𝐥𝐨𝐜𝐤now on…
As the US realizes that fake Chinese IPOs were a trojan horse to cause a misallocation of capital in US Markets. That capital may finally be allocated more judiciously in the US... @muddywatersre @Jkylebass
Tomorrow morning we'll publish our latest short idea on our website. We encourage investors to check out our long-term track record, and then decide whether to sign up for our email list. Happy Easter!
The real surprise in this article is that there’s no “Safety is our top priority” quote from United.
Wow. Maybe @muddywatersre is really onto something here… I knew the growth story in general but a picture tells a thousand words.
Wow. Maybe @muddywatersre is really onto something here… I knew the growth story in general but a picture tells a thousand words.
Old Time REITster out with a new piece on $GOOD - asserting it also has an issue w expiring rate caps seekingalpha.com/article/467914…
About to do a live hit on @BloombergTV to discuss markets. Be there or be square.
Presumably Diego Cabrera Canay finally figured out that frauds make tough comps. Love the GE Capital hire. Makes total sense $DLO
Pro Tip: when a FinTwit account makes fun of a stupid statement by a CEO, such as when the CEO blames short sellers for buying up all the yayo so he can’t get any while he watches his stock drop due to long selling, it doesn’t mean the account owner is short the stock.
Christopher Bloomstra.. @ChrisBloomstran
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5K Followers 819 Following Author: Things Are Never So Bad That They Can't Get Worse: Inside the Collapse of Venezuela. Winner Overseas Press Club Cornelius Ryan Award Best Book of 2022.@muddywatersre Great move, way ahead of the pack. The upcoming FDI flows into VN will be massive.
@muddywatersre That nice and big smile😃
@muddywatersre We were going to look at the company's financial statements, but then we remembered that the new SEDAR website is worse than the old one...
Mitts is also special though bc he was peer reviewed by lawyers - who generally are very bad at math - even though his work is filled w high level equations. I can picture lawyers seeing all the math, shrugging their shoulders & just assuming he’s right.
On a side note: MuddyWatersResearch x.com/muddywatersre/…
Reuters this morning w/ an article further confirming @Columbia Law Prof Joshua Mitts is at the heart of the Great Short Scare. reuters.com/business/how-c…
As the US realizes that fake Chinese IPOs were a trojan horse to cause a misallocation of capital in US Markets. That capital may finally be allocated more judiciously in the US... @muddywatersre @Jkylebass
@muddywatersre @arny_trezzi @CNBC @WallStCynic @PalantirTech A profound discussion about Karp-ology
@muddywatersre Safety is the number one priority for the execs. Their private plane works great and is very safe. Those golden parachutes are locked and loaded too. 😆
Woke: the cocaine edition
@Stimpyz1 Good point. In the interest of being more inclusive, I hereby apologize if my comments on cocaine offended any addicts of other drugs or potentially damaging behaviors, such as gambling, porn, etc. It was not my intention to offend addicts of non-cocaine by only commenting on…
@muddywatersre There’s an unspoken agreement between the US airlines to not compete on safety. It’s why it’s so rarely mentioned.
@muddywatersre Been saying it for awhile Kirby should have been fired already Terrible manager who hurt shareholders but now his policies put passengers lives at risk x.com/vincentaugondo…
$UAL @united What’s more important in hiring pilots Diversity or safety?
@muddywatersre Safety is our penultimate priority
@muddywatersre Losing your luggage is their top priority.
Wow. Maybe @muddywatersre is really onto something here… I knew the growth story in general but a picture tells a thousand words.
@muddywatersre Always respected you since this. Not doubting you, but sometimes things can be missed and shorting is hard. I appreciate you research. I am long $DLO. x.com/muddywatersre/…
@AnthonyOhayon @PoundingDaTable @SEAjewce @CitronResearch Cool, bet is on.
We're just missing bullshit SPACs going to market en masse and we're exactly back at 2021.
@muddywatersre You can always spot short sellers by their humility, willingness to admit they were wrong and learn from their mistakes.
Jeff Sachs is what’s called “fake smart.” He says things that sound like what an Ivy League Davos Man should say and lots of people nod and say he’s clever. Nope. He’s smart adjacent at best. He never says anything truly insightful, and often says things that are just dumb (but…
The only genocide was the one Hamas attempted and still plans to accomplish. If the Israelis wanted genocide there would be one (they don’t, as unlike Hamas they are not monsters, though you slimeballs lie about it constantly). There isn’t one happening (you really need to look…