thebearcave
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The Bear Cave #255
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/our-2024-hedge-fund-analyst-christmas">Our 2024 Hedge Fund Analyst Christmas List</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-sezzle-sezl">Problems at Sezzle (SEZL)</a>” and our next special investigation comes out Thursday, January 16.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Hunterbrook Media published <a href="https://hntrbrk.com/hims-4/">an update</a> on <strong>Hims & Hers Health</strong> (NYSE: HIMS — $5.82 …
The Bear Cave #256
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/our-2024-hedge-fund-analyst-christmas">Our 2024 Hedge Fund Analyst Christmas List</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-sezzle-sezl">Problems at Sezzle (SEZL)</a>” and our next special investigation comes out this Thursday, January 16.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Independent researcher Lauren Balik <a href="https://www.thecaptainslog.io/applovin-nasdaq-app-is-a-round-tripping-hellhole/">published</a> on <strong>AppLovin</strong> (NASDAQ: APP — $107 billion), a …
Even More Problems at B. Riley (RILY)
<p>On February 1 of last year, The Bear Cave published on B. Riley and highlighted B. Riley’s ties to Brian Kahn, an alleged co-conspirator in a large fraud at Prophecy Asset Management. The Bear Cave <a href="https://thebearcave.substack.com/p/problems-at-a-billion-dollar-mess">wrote</a>,</p><blockquote><p>“Despite heavy criticism from a collection of prominent activist short-sellers… The Bear Cave believes …
Problems at Signet Jewelers (SIG)
<p><strong>Signet Jewelers</strong> (NYSE: SIG — $2.56 billion) is the world’s largest retailer of diamond jewelry with around 2,700 stores under brands including Zales, Kay, and Jared. Signet’s stores are often in malls and generally cater to the low-to-middle-income demographic, especially couples looking for engagement rings. The Bear Cave believes today’s …
The Bear Cave #257
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/even-more-problems-at-b-riley-rily">Even More Problems at B. Riley (RILY)</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and our next special investigation comes out Thursday, February 6.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Muddy Waters Research <a href="https://x.com/muddywatersre/status/1879589637087506750">published</a> on <strong>FTAI Aviation</strong> (NASDAQ: FTAI — $11.5 billion), an …
Sezzle Removes Merchants Following The Bear Cave’s Investigation
<p>Sezzle recently cut ties with several illegal online pharmacy merchants following <a href="https://thebearcave.substack.com/p/problems-at-sezzle-sezl">an investigation from The Bear Cave</a>.</p><p>On January 2, The Bear Cave highlighted that Sezzle was the exclusive credit card payment processor for PharmStore, an online Canadian pharmacy on the National Association of Boards of Pharmacy’s “<a href="https://safe.pharmacy/buy-safely/?url=pharmstore.com">Not Recommended …
The Bear Cave #258
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/even-more-problems-at-b-riley-rily">Even More Problems at B. Riley (RILY)</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and our next special investigation comes out Thursday, February 6.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Independent researcher Lauren Balik <a href="https://www.thecaptainslog.io/how-applovin-nasdaq-app-gooses-revenue/">published</a> a new article on <strong>AppLovin</strong> (NASDAQ: APP — …
The Bear Cave #259
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/even-more-problems-at-b-riley-rily">Even More Problems at B. Riley (RILY)</a>” and “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and our next special investigation comes out this Thursday, February 6.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Wolfpack Research <a href="https://x.com/WolfpackReports/status/1884623832842997930">published</a> on <strong>Mercury General</strong> (NYSE: MCY — $2.76 billion), a …
Diamonds Aren’t Forever
<p>The diamond industry is dying.</p><p>Three weeks ago, The Bear Cave <a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">highlighted</a> the disruption from lab-grown diamonds, which are chemically, optically, and physically identical to natural diamonds but much cheaper and environmentally sustainable. The Bear Cave wrote, “The trend of lab-grown diamonds is accelerating quickly [and] will cause a strong …
The Bear Cave #260
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and “<a href="https://thebearcave.substack.com/p/diamonds-arent-forever">Diamonds Aren’t Forever</a>” and our next special investigation comes out Thursday, February 20.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Culper Research <a href="https://x.com/CulperResearch/status/1886782408650797198">published</a> on <strong>Applied Optoelectronics</strong> (NASDAQ: AAOI — $1.42 billion), a manufacturer of fiber optic networking …