Marc Cohodes wants to make money with another short thesis, Badger Daylighting is his latest pick. The news that he was short Badger Daylighting sent the company down around 25% in last Friday’s trading session. He believes the stock is overvalued at four times annual sales, far more than one of its key competitors.
The battle for Herbalife (HLF) is heating up once again. QTR Research most recently outlined its short thesis on Herbalife’s stock ahead of a documentary’s release, a movie about Pershing Square Capital manager Bill Ackman’s $1 billion short bet on Herbalife and his drive to expose the company as a pyramid scheme. It looks like the Titanic found its iceberg.
Most people would prefer to avoid reading never ending documents whenever they can, but lengthy 8-K SEC filings are a necessity for the serious investor. We shed light into this topic and show examples on how you can speed up your research significantly.
Investment Outlook from Bill Gross Through the years I’ve accumulated a short list of quotes that express a personal…
The International Monetary Fund (IMF) released a report in which it increased its forecast for China’s GDP growth by 0.3 percentage points to 6.5 percent. However, the IMF report also warned that “slow progress in addressing corporate debt” posed a risk to the forecast. China’s claims to be over the worst of its corporate debt problem seem to be wishful thinking. One thing is certain: The debt problem is real; it’s a drag on growth; and policies so far have not gotten rid of it.
There is logic behind our assumption due to a direct correlation between D&B subscriptions and economic cycles. To better understand why we use the stock price of Dun&Bradstreet to predict stock market cycles we will dive into a short introduction what Dun&Bradstreet actually is.