Jehoshaphat Research
@JehoshaphatRsch
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I'm really glad you corrected me, Lisa. People are always really glad when they're corrected. - Homer Simpson See track record and terms of use on our website
Florida, USA
Joined March 2021
Today, when doing research, we (should) think of doing a quick, traditional Google search as lazy, the bottom of the barrel for a research process. This type of exploration is often lambasted as unserious work - "you did a Google search and now you think you're an expert.". Now,.
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This is a really good, simple explanation of how a long-term investor in a company should react to a short report - including by analyzing management's response. (Link in comment below.). "One of my favorite responses came from Fastenal founder Bob Kierlin. In 1992, Fastenal had.
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Are the 11 seconds starting with 49:16 the funniest part of this interview?.
@TuckerCarlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and.
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We are short Enovis $ENOV, a roll-up of health care businesses that’s easy to borrow. Below is just a summary of the key opinions in this idea; for the full short thesis including a downloadable PDF, please see the Jehoshaphat Research site. 1) The Street believes ENOV enjoys.
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I love Florida but we are overrepresented in this sort of thing. Stealing $100m from a trust for people with special needs, seriously?. The one thing I am wondering - besides what the outcome of the indictment will be after they have their day in court - is how this went on long
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My 2c - analysts who do their work with ChatGPT will give up on their ideas more quickly once challenged. The link between intellectual ownership and financial ownership is underrated:. "Another nuanced behavioral dimension was the participants' perception of essay ownership.
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Link and underlying paper in comments
Today, when doing research, we (should) think of doing a quick, traditional Google search as lazy, the bottom of the barrel for a research process. This type of exploration is often lambasted as unserious work - "you did a Google search and now you think you're an expert.". Now,.
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RT @kejca: Charlie Munger: "Where so much money turns on numbers that happen to be reported, the human temptation to manipulate the numbers….
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$COST has grown EPS 15%/yr for the last 5 years, 12%/yr for the 5 years before that, and 13%/yr for the 5 years before that. And it has continuously traded at or above 33x since the depths of the market crisis in early 2020. Therefore, another way of saying what you have said.
If you buy $COST here, it has to grow earnings 10%/yr for the next decade AND exit at a 33x multiple to beat the return on a 10 year treasury.
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We presented a summary of our short thesis on Main Street Capital, ticker $MAIN at the Sohn Conference today. The full downloadable PDF is now live on our website.
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Thank you @JacobWolinsky.
His biggest mentors? @RealJimChanos and his mother Check out our interview with the man behind @JehoshaphatRsch who will be speaking at @SohnConf on shortselling.
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We will be presenting a new short idea tomorrow morning. If you'd like to be notified about this or future ideas, you can sign up for email notifications on our website.
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This is a great article dissecting the "explosion" in autism, see link in comments. Our readers might be particularly interested in the financial incentives for providers and school administrators to tell parents that their kids are autistic, see image.
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Tell me Scott Bessent nailed the macro call of the century without telling me that Scott Bessent nailed the macro call of the century.
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$DNB shareholders were piling in at ~$12 last summer because of a rumor about a possible takeover. Management could have just refused comment, but chose instead to go with:. "While we do not comment on rumors or speculation, we believe it is important to note that Dun &
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