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

Carvana (CVNA)

Time to Hit the Brakes (AI)

Kerrisdale Sends Letter to's Auditor About Accounting and Disclosure Issues

Korn Ferry (KFY)

Secular Transformation To Drive Re-Rating Amidst Cyclical Upturn

Principia Biopharma Inc. (PRNB)

Setting the Record Straight on BTK Inhibition

Principia Biopharma Inc. (PRNB)

Hype Over Multiple Sclerosis “Data” Is Overblown

Intelsat S.A. (I)

Recent Price Weakness Provides Attractive Entry Point As FCC Proceeding Gains Momentum

iRhythm Technologies, Inc. (IRTC)

Continued Pressures On Revenue Model

Intelsat S.A. (I)

Time to Relaunch

Intelsat (I) & SES (SESG)

All Systems “Go”

ViaSat Inc. (VSAT)

ViaSat’s Aviation Business – A Source of Misplaced Optimism

ViaSat Inc. (VSAT)

Modems to Connect ViaSat-2 to Earth Do Not Exist for Distribution

ViaSat Inc. (VSAT)

Constant and Pervasive Lack of Visibility