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What We Do
Prescience Point Capital Management is a research-focused, catalyst-driven investment firm that seeks to earn superior risk-adjusted returns uncorrelated to the broader market. Unlike traditional investment strategies, we are unconstrained and can opportunistically invest globally, across asset classes, industry verticals and capital structures. Whether investing in misunderstood distressed assets, creating value through shareholder activism, or uncovering fraud, we seek to capitalize on opportunities that others miss or fall outside the rigid mandates of most investment firms. Our uniqueness resides in our unconventional thinking, deep research, intellectual curiosity and willingness to go against the prevailing wisdom.
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Institutional Investor Magazine sat down with our founder Eiad Asbahi for a wide ranging profile on the firm’s strategy, history and latest short idea, Kellogg….
Prescience Point Capital Management, together with its affiliates (“Prescience Point”), a research-focused, catalyst-driven investment firm, announced today the nomination of four highly qualified director candidates…
December 16, 2020
Mimedx Group Inc. | MDXG – Update
We are raising our price target on MiMedx Group to $31 per share based on extensive new research showing that MiMedx’s Amniofix treatment will be a blockbuster for knee OA
June 17, 2020
Enphase Energy | ENPH – Update 2
Extensive research reveals smoking gun evidence of massive fraud by ENPH; we believe at least $205m of revenue has been fabricated. We are short the stock and expect a delisting.
April 15, 2020
Middleby Corp. | MIDD
We believe Wall Street is overly optimistic about Middleby's ability to recover from the devastating impact that the COVID-19 pandemic will have on the restaurant industry
March 17, 2020
Medallia, Inc. | Update 1
We remain short Medallia, Inc. (MDLA) as the company has used M&A to mask rapidly deteriorating organic revenue growth. We believe fair value is >35% below current levels.
January 16, 2020
Medallia, Inc. | MDLA
We are short Medallia Inc. (MDLA) with 108 million shares coming off lock-up, Medallia faces the inevitable reality of its stock price converging with fundamental value