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.
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
Broadmark Realty Capital, Inc. (BRMK) offers immediate upside as a temporary market inefficiency dissipates. We are long BRMK.
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.
Prescience Point believes that MiMedx shares offer one of the most attractive investment opportunities we have ever identified. We are long MDXG.
Q3'18 results indicate the financial reckoning we predicted for Kellogg in April is upon us, and gaining speed. Our conviction has never been higher. We remain short Kellogg.
Prescience Point has discovered numerous additional red flags and believes shares of Enphase Energy remain grossly overvalued.
Enphase Energy's shares could fall 85% to $1.00 when investors realize the company' seemingly overnight turnaround is nothing but a sham. Prescience Point is short ENPH.
Kellogg Company faces a financial reckoning that we believe will catalyze a 35% fall in its share price. Prescience Point is short the cereal and snack maker.