John Cheffers

634 posts

John Cheffers

John Cheffers

@CheffersJohn

Husband, Dad, Attorney

Katılım Mayıs 2020
366 Takip Edilen169 Takipçiler
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John Cheffers
John Cheffers@CheffersJohn·
Yesterday my son’s three year battle with cancer ended. He has gone to heaven and left Annie and I heartbroken. Thank you to all who prayed for him or kept him in their thoughts. I am happy his suffering is over, but sad that it will be a long time before I can hold him again.
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Manatee Research
Manatee Research@Manateeres·
0/ NEW FROM US: Amprius Technologies: Exaggerated Orders, Hollow Manufacturing Partners, and Major Related Party Transactions
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John Cheffers
John Cheffers@CheffersJohn·
@ParrotCapital I remember being shocked when a friend in college from khakistan told me in all seriousness that you could kill someone there and get off Scott free if you had $5000 for bribes. Costs a lot more here, but….
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John Cheffers
John Cheffers@CheffersJohn·
@ParrotCapital I’m not going to think anyone is even remotely serious till they do something about the China low float wash trading scams
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Pelican Way Research
Pelican Way Research@Pelicanwayre·
1/9: We are short $BZAI (Blaize AI) because we believe that their latest $50mm deal is most likely fake, because the reported counterparty seemingly just appeared out of thin air a few months before the deal, and showcases fake products that appear to be different companies' hardware with the $BZAI and NeoTensr logo slapped on. The company is running out of money, and this PR seems to function merely as a way to boost the stock price ahead of what we believe will be a massive ATM.
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Cedar Street Research
Cedar Street Research@CedarStResearch·
@santiagoroel Interesting how exactly would this work? Some random guy or pools of guys could bet whether or not my house will incur a claim or my business will get sued by the SEC?
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Santiago R Santos
Santiago R Santos@santiagoroel·
Insurance powered by prediction markets Who is building this?
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Dan Taylor
Dan Taylor@ProfAnalytics·
@SECGov where are you … 🦗 🦗 🦗
unusual_whales@unusual_whales

BREAKING: Traders placed roughly $580 million in oil bets just 15 minutes before President Trump posted about a potential Iran peace deal, per FT. The positions, around 6,200 futures contracts, were executed moments before the announcement and aligned with the sharp move lower in oil prices that followed. The trades are estimated to have generated over $100 million in profit within 20 minutes.

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John Cheffers
John Cheffers@CheffersJohn·
@QTRResearch This SEC won't do anything unless $CVNA runs out of other people's money and collapses. These guys are coroners, not cops.
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John Cheffers
John Cheffers@CheffersJohn·
@RealJimChanos @JustinWolfers It’s a no brainer, but I don’t think higher ed or politicians would like the results of that sort of credit assessment on the potential student population.
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James Chanos
James Chanos@RealJimChanos·
@JustinWolfers I’ve also thought that colleges/universities should also be on the hook for some of the credit risk their students take on with loans, not solely the taxpayers. A “first loss” provision before Federal guarantees.
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Justin Wolfers
Justin Wolfers@JustinWolfers·
A smarter model for paying for college: income-based repayment. You start paying your student loans only once you earn enough to comfortably get by. That turns higher ed debt into something more like a tax surcharge on success, not a choke collar on people who are struggling.
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Aaron Bennett
Aaron Bennett@Aaronbennett·
🚨 Cathie Wood: Inflation Could Hit 0% by 2026
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John Cheffers
John Cheffers@CheffersJohn·
@pemulisking It’s dumb, long reports are “believe management, here is something that confirms my bias.” Short reports are “management are lying, this in an intervention, here is everything they lied about for the last 10 years” and most readers are like, meh, why should I care.
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Year of Glad
Year of Glad@pemulisking·
This doesn't ring true to me at all--good short pitches are often/usually quite simple too, and I've seen plenty of long pitches that are way too detailed and lost in the weeds
Pernas Research@pernasresearch

Here is why shorts sound smarter than longs and get more attention: A long-only researcher can do endless work, but the thesis must stay simple. A good long case gains power from clarity and cogency. The more intricate it becomes, the weaker it gets. A short thesis is the exact opposite. It gains power from detail and complexity. Shorts pull you into rabbit holes, layers of data, footnotes, and obscure details. The rabbit holes feel like insight. “You’re telling me they changed the MD&A wording in the third paragraph on page 47 in each of the last three filings??” You walk away thinking this could be right, or at least this person is very smart for finding all of this.

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John Cheffers
John Cheffers@CheffersJohn·
@Heminator there are a lot of counfounding factors, if there was an easy explanation and predictions were staightforward, then everyone involved in finance would be very wealthy
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Mark Hemingway
Mark Hemingway@Heminator·
I'm not pro-tariff, but I think the arguments against them aren't as much of a slam dunk as opponents think. Pretty curious as to why core-inflation is coming in so low.
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Anthony Esolen
Anthony Esolen@AnthonyEsolen·
@MichaelAArouet That is a REALLY stupid graph. The "dark ages" came in the wake of the Germanic invasions. They ended circa 1000 with the Medieval Climate Optimum, ushering in one of the most remarkable periods of cultural flourishing in the history of the world.
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maninapurpledress
maninapurpledress@maninapurpledr1·
@BmfReports I believe $magh has knowingly and willfully lied to the SEC and that the company and its advisors will be sued by the government and other parties.
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maninapurpledress
maninapurpledress@maninapurpledr1·
I recently warned about $dtck, $dvlt and other stocks. Now I’m warning people to avoid $Magh which appears to be a massive pump & dump.
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Pelican Way Research
Pelican Way Research@Pelicanwayre·
1/6: We Are Short $AZ (A2Z Cust2Mate), which we believe is a collapsing smart cart mirage built on phantom orders, undelivered deals, and a team of penny stock has-beens. Despite claiming approximately ~$500mm in “orders,” including a newly announced 3,000-cart order on November 25th from the Israeli chain Super-Sapir, the company has also touted an “order” from a cybersecurity firm with just ~$9,200 in assets. We believe Cust2Mate has shipped only a small fraction of those carts. We calculate, their claimed orders were 42x higher than the implied deliveries of carts. You can view the full report at pelicanway-research.com
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Pelican Way Research
Pelican Way Research@Pelicanwayre·
Our report will be dropping today. This is a company that we believe exhibits all the hallmarks of a promotion. Stay tuned.
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Cedar Street Research
Cedar Street Research@CedarStResearch·
This is pretty telling of the shift in research going from private hands to public hands and even open to retail who can afford the low cost subscription. If @michaeljburry gets a 5% conversion rate on his 1.5 million followers that’s an annual revenue of $28 million from his Substack… way less stress than a 2/20 split with LP’s that probably disagree with your every move. Well done sir $PLTR $NVDA
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John Cheffers
John Cheffers@CheffersJohn·
@CedarStResearch @michaeljburry It’s true that the substack model works if you have a large committed following, but generally it creates a pressure to generate enough content to justify it. Content becomes shallower, less interesting, and more redundant and less interesting.
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Cedar Street Research
Cedar Street Research@CedarStResearch·
@maxkeiser I honestly wouldn’t be shocked at all considering how much exposure the trumps personally have to crypto
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Keşfet

@ParrotCapital @CedarStResearch @santiagoroel @ProfAnalytics @SECGov @QTRResearch @RealJimChanos @JustinWolfers