gsxtechedu
Whintey Tilson’s email to investors discussing his ‘Short Squeeze Bubble Basket‘ is down 25% in four days; Ray Dirks Research’s $hortBuster Club report; how he lost money speculating; Recommended reading; Buffett’s annual letters from 1957 to the present. Q4 2020 hedge fund letters, conferences and more Whitney's Short Squeeze Bubble Basket' Is Down 25%1) It looks like my "spidey sense" allowed me to nail yet another ridiculous bubble almost to the hour... Only four trading days after I called the top, my 25-stock "Short Squeeze Bubble Basket" has crashed by 24% (through yesterday's close), wi...
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Whitney Tilson’s email to investor discussing Marijuana decriminalization just took a big step forward in Congress; the new science of psychedelics; Carson Block’s latest thoughts on GSX Techedu; Exxon under pressure from new activist fund; $210,000 lunch. Q3 2020 hedge fund letters, conferences and more Marijuana Decriminalization Just Took A Big Step Forward In Congress1) This article in the Washington Post, Marijuana decriminalization just took a big step forward in Congress, reminds me of one of the themes – a boom in the cannabis sector – of the webinar I hosted with my colleagues Enrique...
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Whitney Tilson’s email to investors discussing Tesla‘s Q3 earnings report; Big moves in Snap, GSX Techedu, and Hertz.Q3 2020 hedge fund letters, conferences and moreTesla's Q3 Earnings Report1) Tesla (TSLA) reported Q3 earnings after the close yesterday. My friend and former partner, Glenn Tongue, was kind enough to share his take:Tesla reported Q3 earnings yesterday that, as usual, provided support for both the bears and the bulls. As usual, the earnings call was a love-fest, with little substantial discussion.Revenue of $8.8 billion was the company's best ever, as were bottom-line results of...
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Whitney Tilson’s email to investors discussing one of the year’s worst short bets, GSX Techedu Inc (NYSE:GSX), defies scathing reports and an SEC investigation; Nikola Corporation (NASDAQ:NKLA) races to convince investors of value before share lock-up ends; Loop Industries Inc (NASDAQ:LOOP): ‘Recycled’ smoke and mirrors show.Q3 2020 hedge fund letters, conferences and moreGSX Techedu Defies Scathing Reports And An SEC Investigation1) On Monday, the Wall Street Journal published an article about the tug-of-war between short-sellers and Chinese online education provider, GSX Techedu (GSX): One o...
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Whitney Tilson’s email to investors discussing Enrique Abeyta on CNBC; Stick a fork in Nikola Corporation (NASDAQ:NKLA); Short report on Brookfield Property Partners; Carson Block and GSX Techedu; Penumbra’s Catheter Fail; Theranos’ Holmes May Pursue ‘Mental Disease’ Defense.Q2 2020 hedge fund letters, conferences and more1) My colleague Enrique Abeyta was on CNBC last Thursday, where he explained why he's still bullish on stocks... and special purpose acquisition companies ("SPACs"). Here's a link to watch the four-minute segment.Stick A Fork In Nikola Corporation (NKLA)2) In Friday's e-mail,...
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