Commentary

Company updates, market commentary, case studies and other topics we consider worth discussing

Globalstar, Inc. (GSAT)

Kerrisdale Capital Submits Ex Parte Letter Discussing Meeting with FCC

Globalstar, Inc. (GSAT)

Would TLPS Even Work on Your Phone? Filtering Poses a Major Threat to TLPS Usability

Globalstar, Inc (GSAT)

Kerrisdale Capital Submits 3rd Ex Parte Letter to FCC

Globalstar, Inc. (GSAT)

Kerrisdale Capital Submits 2nd Ex Parte Letter to the FCC

Globalstar, Inc. (GSAT)

The Obfuscation Continues

Globalstar, Inc. (GSAT)

New Data Underscores TLPS’s Shortcomings and Raises Questions about Globalstar’s Cre...

Globalstar, Inc. (GSAT)

Kerrisdale Capital Submits Ex Parte Letter to the FCC

Globalstar, Inc. (GSAT)

Airy Assertions vs. Concrete Facts

Live Presentation on Our Short Thesis on a Multibillion-Dollar U.S. Company

Five Below, Inc. (FIVE) Part 4

Recent Earnings for The Container Store and Potbelly a Warning for FIVE Shareholders

Five Below, Inc. (FIVE) Part 3

New Morgan Stanley Initiation Relatively Lukewarm To FIVE's Valuation

Five Below, Inc. (FIVE) Part 2

The Many Parallels Between FIVE and Other Overhyped Emerging Retailers that Have Disappo...

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