J Capital

We are short $SUPX. Chinese property developers are trying to persuade you that this tiny design company is in AI. It’s not. Report at jcapitalresearch.com/supx.html

We are short Paris-listed hotel chain Accor SA $AC.PA $AC “Accor, Epstein, and Ukrainian Orphans: Our Investigation Into Child Trafficking” Our new report is available on our website: grizzlyreports.com/accor/

POET keeps trying to make cutting-edge technologies and keeps failing. The company is now trying to persuade the market it has morphed into the next miracle supplier to the AI world.

POET is an AI wannabe that has reinvented itself at least three times since it reversed into a Canadian mining company in 2007. jcapitalresearch.substack.com

@NEGG jcapitalresearch.substack.com Completely nuts that this company is at $50.

Following our #gaming successes with $DKNG and $GENI meet Super Group < $SGHC > Ltd, an opaque and complex structured company based in Guernsey. Based on our forensic review, we believe they sold a minority stake in their high margin South African subsidiary but continue to claim 100% ownership and include the financial results in their reporting. The company has reported multiple material weaknesses and recently dismissed its auditor. We believe the Company's EBTIDA is inflated by not including a non-controlling (minority) interest of $30m+. The Company is exposed to weakening fundamentals such as rising taxes and regulatory costs, along with exposure to the growth of prediction markets like @Polymarket and @Kalshi. Financial estimates are contracting and at 4x-6x multiple, we see 20%-50% downside risk. sprucepointcap.com/research/super…

We are Short Electro Optic Systems Holdings Ltd $EOS.AX Our new report “EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract” can be found here: grizzlyreports.com/eos/

Read our latest on $ONDS. jcapitalresearch.substack.com

Martin Svanda always gets it right. Here he is on $FANH. martinsvanda.substack.com. We said it 7 years ago jcapitalresearch.com/fanh.html, and, post ticker change, it's still true today.

Excellent report on a European name @CWR grizzlyreports.com/ceres/

Check out our newsletter on Advance Auto Parts ($AAP) jcapitalresearch.substack.com/p/advance-auto…

@GordonJohnson19 Yup. Try appendicitis or God forbid you should break your leg. Might bankrupt you.

Correction. The hospital bill was $850, which came in the mail. To leave the urgent care, we had to pay $250. So, not $1,234, but, rather, 1,100, for my son to get a dose of Tylenol.

Son caught finger in door. Took him to ER out of an abundance of caution. No X-ray. Just some Tylenol. Total cost? $1,234. The US medical system is a fraud against us all. This is NUTS.

Newsletter analyzing BBUC just went live.

1/4 Why is #Bitcoin down? Well, first, remember, #Bitcoin is a PURELY speculative asset driven by excess liquidity. It has NO value, beyond speculation.

Grizzly Research publishes Statement regarding $XP Read our Statement here: grizzlyreports.com/publicstatemen… Additionally, we issued a study titled “What Defamation Lawsuits Against Activist Short Sellers Tell Us About the Suing Company’s Future Stock Returns”. You can find the study here: grizzlyreports.com/wp-content/upl…

@synergyrescap Please

hello there @JCap_Research - looks like you're not on our distribution list. Shall we fix that? 🤔 Just in time for new week...

Pleased to release a new forensic report on Uranium Energy Corp (NYSE American: $UEC) a company with a troubling history whose CEO and founding executives are connected to myriad lawyers, promoters, financiers and family that have run afoul of the laws in the US and Canada, coming in the crosshairs of the SEC, BCSC and DOJ with two individuals appearing in $UEC SEC filings having been later sent to prison. Board members also tied to companies such as $SVM and $NEWP exposed by @HindenburgRes While we agree with the US priorities to strengthen the domestic #Uranium industry, we do not believe that UEC has the people or asset base to lead the industry revival. Trading at 42x 26E revenues, a substantial premium to peers, we see 65% - 85% downside risk. sprucepointcap.com/research/urani…

15/15 Flailing Chinese property developers are trying very hard to persuade markets this is the new AI play. We think $SUPX is soon to crash. Report at jcapitalresearch.com/supx.html

14/15 Controversy has dogged $SUPX’s IPO underwriter, Spartan Capital, due to alleged stock churning, failure to disclose settlements, compliance issues, etc. Even worse was the underwriter that tried to IPO the company in 2022, Univest Securities.

1/15 $SUPX is trading at a dizzying 472x FY2024 annual revenue and is up 1,284% YTD, with almost no social media following. If it smells like a stock pump, it probably is one.