GlassHouse Research initiates coverage of Soho House & Co, $SHCO, with a target price of $0. We publish our short thesis in our 31-page report titled Soho House & Co: A Company Facing an Existntial Crisis. A broken business model, terrible accounting, mounting debt, and poor.

RT @NateHindenburg: @TuckerCarlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantast….

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@JehoshaphatRsch @Bleecker__St David Einhorn pitches European company LanXess LXS DE as a long.

@JehoshaphatRsch @Bleecker__St is short Aurora Innovation $AUR.

@JehoshaphatRsch Mink Brook Asset Management selects Cooper Standard $CPS as a short.

@JehoshaphatRsch selects Main Street Capital $MAIN as their short.

Short-selling panel about to come up. Along with a mentalist right after! . #sohninvestmentconference .@JehoshaphatRsch .@RealJimChanos .@Bleecker__St

First time going tomorrow as a guest! Excited to hear some new short ideas!

Knew the “$1.5 billion missing from Tesla” headline from FT was BS last week. Journalists trying to reconcile a multibillion company’s cash flow delta to its balance sheet is insane. Too many working parts and sub accounts to make that assumption. $TSLA has had its accounting.

We believe @NateHindenburg accounting thesis had validity, however we believed overall the company’s intrinsic value was well above what it was trading at, accounting issues included. Still believe in the company LT, and will be interested in going thru the 10K when released.

We plan to sell off a portion of or Super Micro position today for >50% gain in 6 months. There were definitely times it was not easy to hold the position after buying. $SMCI.

Good $SMCI day.

Soho House now admits to errors in its previous filings and will delay its 10Q filings. Company tries to put lipstick on a pig by disclosing their “state-of-the-art new ERP system” that will solve all their accounting woes! . $SHCO

Curiously the above article has now been removed. Soho House usually announces the Q3 earnings date in late October. Crickets up to now. $SHCO

Soho House admits to accounting errors and delays Q3 financials. But nothing on IR website?. $SHCO

Somone actually post any real quantitative work that Cohodes has done. You won't be able to find it. All the clown is good for is barking.

RT @zerohedge: U.S. SEC SAYS IT CHARGES CARL ICAHN AND ICAHN ENTERPRISES L.P. FOR FAILING TO DISCLOSE PLEDGES OF COMPANY’S SECURITIES AS CO….

Soho House breaking down right before earnings. Looks like buy back program not sufficient to hold a bid? . $SHCO

Not calling Andrew a saint, but is the SEC also going to go after @chamath and all the pump/dump SPACs from 2021? How many TV appearances and price targets given there? . We wonder if @CitronResearch is just a one off for the SEC or to go after more? Our guess is it will only be.