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
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.
March 6, 2019
Kellogg Company | Update 2
In our latest report on Kellogg Company we are reiterating and updating our thesis based on Kellogg’s Q4 18 results and FY 19 guidance.
January 8, 2019
MiMedx Group Inc. | MDXG
Prescience Point believes that MiMedx shares offer one of the most attractive investment opportunities we have ever identified. We are long MDXG.