192 - stevehemingway/trading GitHub Wiki

Bear Cave #192

Rumble (RUM), LifeStance Health(LFST),

XPEL (Culper-research), fraud, product that will soon not be needed (paint wrap), "“Insiders have dumped $52M in stock in the past year and an astounding $375M since early 2020, both in open market sales and 10b5-1 plans. We think there will be little left of XPEL as investors realize its Tesla and entrotech engines have both flamed out.”" https://substack.com/redirect/67983652-8ce3-4505-b524-c7a1a80e91db?j=eyJ1Ijoibm1idCJ9.oKN8sNuAta-fKDvVXVf40Ijrk4j2KaDlakvdPE7BH98 R R1 RCM (RCM), “Lastly, we believe that RCM’s business model is dangerously reflexive and requires a high stock price for the business to work: the company continually issues stock to win/retain customers, but needs to win and retain customers to keep the stock price high.” Jehoshaphat Research, https://substack.com/redirect/ef11d8a0-0993-4ce3-a25c-016c57ffa8a0?j=eyJ1Ijoibm1idCJ9.oKN8sNuAta-fKDvVXVf40Ijrk4j2KaDlakvdPE7BH98

LL Flooring Holdings (LL), bleeker-street-research, stock pump via fake offer. https://substack.com/redirect/67951f43-2def-49dc-965f-d678e095278f?j=eyJ1Ijoibm1idCJ9.oKN8sNuAta-fKDvVXVf40Ijrk4j2KaDlakvdPE7BH98

NuScale Power (SMR). Hype on contracts, iceberg-research.

Grand Canyon Education (LOPE), {Citron said the company “receives more taxpayer student funding than any university in the US”} https://twitter.com/CitronResearch/status/1714277628914569539

Avangrid (AGR), multiple resignations.

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