Short biased investment analyst. Read for good investment content. If you want investment advice, consult the sell-side.
United States
Joined February 2012
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New report out on $CSQR at DFResearch.substack.com. Here is the 1- minute version.
$CSQR: The action continues. @DCD_ES Data Center Dynamics wrote an article covering my report. Interestingly, it appears as if management did not respond to a request for comment.
datacenterdynamics.com/en/ne…
Keith Dalrymple retweeted
Three investigators, three stocks nobody had shorted before. One of them fell hard.
$ARLO +4.1% (@SnowCapResearch, Oct 21)
$CSQR -11.7% (@Jonathan_Keith2, Oct 22)
$ELDN 0.0% (@SH0RTFINDER, Oct 23)
Plus our own investigation: Trevor Milton is suing an FBI agent over two anonymous X accounts. We talked to the man who runs them: activ8insights.com/handlewit…
Sign up free for weekly recaps + a 30-day dashboard trial: activ8insights.com/sign-up
$CSQR I wonder how much that end of day ramp cost? Canadian banks? Calling in favors?
$CSQR @JohnDizard @FT wrote skeptically about Evoque before it was tagged with a Selective Default rating on its debt, noting high CapEx and steep competition.
$CSQR I wrote a short report on Cyxtera when the stock was ~$12 , before it filed for Chapeter 11. The assets are now more than half of CSQR.
valuewalk.com/cyxtera-unsust…
Keith Dalrymple retweeted
Added 72 new stock write-ups to the site (pt 4):
@tomicki - $RMD, $ELV
@bubbleboy_08 - $VFC
@cedargrovecm - $SUJA
@Jonathan_Keith2 - $WSC (update - short)
@dcurras1 (earnings) - $MELI, $TOI.V, $LMN.V
@Petty__Cash - $GEO.TO (earnings)
@TrickleMicrocap - $ALVOF (earnings)
👀👀
Third piece today.
Do you think there are any financial connections between BJ companies and @FreightWaves @FreightAlley @JohnHKingston?
Keith Dalrymple retweeted
$RGSI recycled $EAF's sales pitch. I doubt the outcome will be different, and the rate at which Brookfield is selling, suggests they don't either.
$RXO I sure hope Drew doesn't boast of the company's strong balance sheet today.
$RGSI.TO the equity below the private credit in the cap stack.
$RGSI Fitch withdrew its deep junk 'B-'' rating just before Brookfield was going to triple the leverage to $1.2B.
Rockpoint's equity is below the private credit that Fitch likely would have tagged in the "Cs" making the equity worth....something....maybe?
Agencies often rate debt very closely. Not the case with $RGSI with simultaneously tripled debt while getting a substantial upgrade! Thank you S&P Global!
