Kudos to @akramsrazor and @swanstreetres for being on top of the $YALA
Gotham City Research Tue 10 Aug 2021 16:57- If we think $YALA share price goes to $2/share, and shares are currently $11/share, Which inning are we in? Link Gotham City Research Tue 10 Aug 2021 16:52
You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more
- Because we see signs of transformational change, we estimate upside at $60-$120/share for $CRTO, over 12-24 months. On an absolute value basis (FCF multiple) the stock looks okay. On a relative value basis, the stock looks like a bargain. We don't think this disparity will last. Gotham City Research Thu 25 Feb 2021 16:21
- Our thoughts on Criteo: We believe the business and the stock $CRTO have room to ??? thread Gotham City Research Thu 25 Feb 2021 16:11
- We will be sharing our opinions on a $2 billion market value company today. Stay tuned. Gotham City Research Thu 25 Feb 2021 14:51
- By “gentlemen short selling” , we are referring to passive short selling, meaning shorting quietly. Gotham City Research Fri 29 Jan 2021 14:18
- Short selling is always and everywhere a dangerous proposition: that being said, there have been far worse times to get into “gentlemen short selling”. The ducks have just about all lined up. Gotham City Research Fri 29 Jan 2021 14:18
- “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” - John Templeton Happy (almost) New Year! Know what you own for 2021. Gotham City Research Thu 31 Dec 2020 13:48
- Quis custodiet ipsos custodes? Brussels to call for probe into German regulator over Wirecard Link Gotham City Research Fri 26 Jun 2020 09:15
- The German Criminal Police persecuted this Wirecard critic in 2008: https://t.co/CZ1rzN1HA5 Gotham City Research Fri 19 Jun 2020 10:33
- A German critic of Wirecard was censored in 2008: https://t.co/aVt2ltbXFE Gotham City Research Fri 19 Jun 2020 10:33
For those who just came back from a 15 year space mission: Wirecard is a German company that according to its website is ” one of the world’s fastest-growing digital platforms for financial commerce”. It managed (briefly) to achieve a market cap of close to 25 bn EUR and is part of the German Blue Chip index DAX 30. The stock lost -62,71% today which is most likely a record for a DAX company for a single day.
Backstory / Personal history 2008
This is an article I wanted to write for a long time but I was actually afraid to do so for several reasons.
Wirecard is a company/stock that I have been following for a very long time. My first “encounter” with the company ended in a kind of “5 minutes of fame” situation with some very unpleasant side effects.
The story starts in May 2008 when a post appeared under the pseudonym memyselfandi007 on Wallstreet Online, the largest German stock community/forum. (fun fact: This Thread seems to have been read...
- Oh, and perhaps Wirecard owes the @FT an apology, and financial restitution for the following, maybe more: https://t.co/d9Kv50AHkg Gotham City Research Thu 18 Jun 2020 16:53
- Maybe BAFIN owes the @FT an apology? Financial restitution for the following: https://t.co/bTasYhRowd Gotham City Research Thu 18 Jun 2020 16:48
- Friendly reminder: we have NEVER seen any market regulator in any jurisdiction - other than in Germany - ban short selling of just a single issuer. This extraordinary action last year merits a thorough explanation, especially in light of today’s Wirecard news. Link Gotham City Research Thu 18 Jun 2020 16:18
You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more
You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more
###You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more
- RT @GothamResearch: @GothamResearch OPINIONS (2) AR4 may face similar scrutiny as Philip Green did in the UK, who was accused of systemati… Gotham City Research Sun 05 Apr 2020 17:35
- 3 years ago, we initiated coverage on Aurelius Equity Opportunities (listed in Germany, AR4). For those interested in learning more about some of the private equity industry practices during the boom times, we encourage you read our past work. Do these deserve bailouts? Link Gotham City Research Sun 05 Apr 2020 17:35
You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more
- You know there were forced liquidations when $CRTO shares declined to nearly $5/share. There are many ponzi cash bleeding biotechs with not much more upside optionality that fared better! Check back with us in 12-24 months. Also, feel free to leave contrary opinions + facts. Gotham City Research Thu 02 Apr 2020 15:02
- We are long Criteo $CRTO . We hope shares decline so we can buy more. Short and sweet writeup explaining why: https://t.co/58jVPNpJDx Gotham City Research Thu 02 Apr 2020 14:52
- Sorry to disappoint, but we are not long a “squeeze the shorts” play... if you disagree, feel free to short the shares and/or to tell us why. We expect to release our note in a few hours. Gotham City Research Thu 02 Apr 2020 12:07
- Good morning. We will be sharing our thesis later today on a company whose shares we are long. Stay tuned. Gotham City Research Thu 02 Apr 2020 10:07
- Gotham City Research is moving on from $MED, as the facts have changed. We are “upgrading” our opinion of the stock to “too difficult” from our previous opinion shown in the quoted tweet. “When the facts change, I change my mind. What do you do, sir?” - John Maynard Keynes Link Gotham City Research Mon 18 Nov 2019 14:13
You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. You always have the option to delete your Tweet location history. Learn more
| S&P500 | |||
|---|---|---|---|
| VIX | |||
| Eurostoxx50 | |||
| FTSE100 | |||
| Nikkei 225 | |||
| TNX (UST10y) | |||
| EURUSD | |||
| GBPUSD | |||
| USDJPY | |||
| BTCUSD | |||
| Gold spot | |||
| Brent | |||
| Copper |
- Top 50 publishers (last 24 hours)
