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

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...

Five Below, Inc. (FIVE)

50x P/E Too Rich for Xmas-Driven Retailer

BofI Holding (BOFI) Update

After H&R Block Transaction, Still Overpriced at Almost 4x Book Value

Plug Power Inc. (PLUG)

Niche Products, Poor Fundamentals, and a Best Case DCF Value of $2-$2.50/Share

Unilife (UNIS)

CFO Resignation And Usurious Financing Imply Substantial Downside

ServiceNow (NOW)

Widespread Mistakes in Analyst Share Counts Fuel Overvaluation