glasshouseresearch
We at GlassHouse Research would like to present you with our highest conviction short idea Mercury Systems Inc (NASDAQ:MRCY). We believe that MRCY’s earnings quality risk is now the highest it has ever been based on our findings. Roll-Up Model at Mercury Conceals Deteriorating Core CompanyMercury Systems (MRCY) is a technology company that produces components, modules, and subsystems for the aerospace and defense industries. Over the twelve-trailing-months, stated organic revenue growth was negative for the first time since FY2018, putting management in a precarious position. Our analysis on M...
ValueWalk
ValueWalk
GlassHouse Research’s short report on Columbia Sportswear Company.Q3 2020 hedge fund letters, conferences and moreWho is GlassHouse Research? GlassHouse Research (GHR) purpose is to expose public companies that have been taking advantage of US GAAP as well as IFRS accounting for their benefit. We seek to find companies where GAAP (or even worse, non-GAAP) earnings are deviating from true economic earnings of the target firm.Overall, we search for evidence of a “culture of fraud” within public companies.Initiation of Columbia Sportswear Company (COLM) with a Target Price of $45.29 (51% downside...
ValueWalk
ValueWalk is planning its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast and Breakout Point next week, and we have quite a full slate of speakers. One of the firms that will be represented is GlassHouse Research.Q3 2020 hedge fund letters, conferences and moreProfile of GlassHouse ResearchGlassHouse defines its purpose as being "to expose fraudulent companies that have been taking advantage of US GAAP as well as IFRS accounting for their benefit." The firm looks for "companies where GAAP (or even worse non-GAAP) earnings are deviating from tru...
ValueWalk
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