On value and information
My weekly comments are now available outside of the Sharescope paywall here: If you’d like to read the most up to date analysis, you’ll need... Read More
A new role
At the moment I have several projects I’m working on all at the same time. Don’t worry, I haven’t decided to turn pro and become... Read More
Remorseless
While every short seller is still celebrating the demise of Wirecard, I thought it might be worth writing about another financial institution that is in... Read More
A quick thought on Wirecard
On 18th June Wirecard announced: Wirecard AG’s auditor Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft, Munich, informed Wirecard AG that no sufficient audit evidence could be obtained... Read More