Misleading Investors over the Patent Cliff
Soren Aandahl of Blue Orca Capital makes the short case on FMC Corporation (FMC).
Category / Big Announcements
Whose Prices Are Swimming Naked?
“JR” of Jehoshaphat Research makes the short case on Service Corporation International (SCI). JR observes that online price transparency has already begun transforming the funeral services industry.
Undamaged Goods
“JR” of Jehoshaphat Research is back to present a completely different short thesis on Techtronic Industries (669 HK). Based on subsequent interviews and extensive boots-on-the-ground research, JR believes that Techtronic is systematically defrauding Home Depot, its largest customer. At the heart of its thesis, Jehoshaphat Research has found a pattern of mislabeling products that allows the company to take advantage of a loophole in its exclusivity agreement with Home Depot.
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