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What We Do
Prescience Point Capital Management conducts in-depth investigations of public companies, which often uncover fraud, misleading business practices or significant valuation issues. Unlike conventional investment research, we spend months on our analysis, dig deep into a company’s numbers, speak to industry experts and conduct on-the-ground due diligence to form our views. Our investment opinions are based on verifiable facts, not management’s representation of those facts.
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Eiad Asbahi, founder of Prescience Point, told Business Insider that a number of things signaled possible issues at Celadon, including its accounting practices, nepotism among…
Two former top executives at Celadon Group Inc have been charged with fraud and lying to auditors by concealing losses in the trucking company’s aging…
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
December 10, 2019
Broadmark Realty Capital Inc. | BRMK
Broadmark Realty Capital, Inc. (BRMK) offers immediate upside as a temporary market inefficiency dissipates. We are long BRMK.