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e content and pedophilia on Roblox. Contrary to his view, he did not “crack” the story—he seems to have largely Googled some things and borrowed heavily from those other works. As with every piece we publish, our Roblox report included citations to those…
Inevitably, if one puts out a brief report on a new company every week, there may be some overlap. Readers of Hindenburg recognize there is a difference in depth, content, and quality. Rather than try to improve on the quality of his work, or acknowledge the sources he gets his ideas from, Edwin has instead chosen to try to attack ours with slipshod claims that our work is somehow similar or taken from his.
The irony here is palpable: Edwin is mad at us for publishing independent research on names that he wrote about…after other outlets (like Rolling Stone, Fast, or MailOnline, in Roblox’s case) also wrote about them.
Hindenburg Research does not consider any company out-of-bounds, including companies that have been the subject of prior critical articles or reports. This is particularly true when our research turns up new issues or goes far deeper into previously covered issues by drawing on interviews, unreported documents, and proprietary data analysis.
It’s a shame that Edwin has chosen to attack us rather than engage with the issues, but nonetheless we wish him the best in the future and hope he gets the attention he’s obviously looking for.
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The irony here is palpable: Edwin is mad at us for publishing independent research on names that he wrote about…after other outlets (like Rolling Stone, Fast, or MailOnline, in Roblox’s case) also wrote about them.
Hindenburg Research does not consider any company out-of-bounds, including companies that have been the subject of prior critical articles or reports. This is particularly true when our research turns up new issues or goes far deeper into previously covered issues by drawing on interviews, unreported documents, and proprietary data analysis.
It’s a shame that Edwin has chosen to attack us rather than engage with the issues, but nonetheless we wish him the best in the future and hope he gets the attention he’s obviously looking for.
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Quiver Quantitative
RT @InsiderRadar: $CAPR stock has risen another 9% today, and is now up almost 330% since this insider purchase
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RT @InsiderRadar: $CAPR stock has risen another 9% today, and is now up almost 330% since this insider purchase
Nippon Shinyaku, a >10% stakeholder in $CAPR, purchased $15m of the company's stock on 9/20.
Since then, the stock has skyrocketed ~300%, and is up almost 10% so far today. https://t.co/gR0ScfKXjj tweet
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Librarian Capital
LVMH $MC 24Q3 Wine & Spirits
Sales -8% organic both Q3 and YTD (Q2: -7%)
Q3 two-year stack decline -13%, vs. Q2 -9%
In €, Cognac & Spirits decline -12% YTD
Cognac & Spirits
"Gradual recovery of cognac in the US"
"Weak demand & prudence among retailers in China"
cc: $DGE $RCO https://t.co/Rkr3cUz7pu
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LVMH $MC 24Q3 Wine & Spirits
Sales -8% organic both Q3 and YTD (Q2: -7%)
Q3 two-year stack decline -13%, vs. Q2 -9%
In €, Cognac & Spirits decline -12% YTD
Cognac & Spirits
"Gradual recovery of cognac in the US"
"Weak demand & prudence among retailers in China"
cc: $DGE $RCO https://t.co/Rkr3cUz7pu
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Quiver Quantitative
This is wild.
$ASML is down 16% after accidentally publishing earnings early.
We just saw Marjorie Taylor Greene buy $ASML last week.
In June, she bought Crowdstrike stock just before the outages which caused it to plummet 42%.
Time for us to roll out an inverse MTG strategy? https://t.co/hz74PVprYM
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This is wild.
$ASML is down 16% after accidentally publishing earnings early.
We just saw Marjorie Taylor Greene buy $ASML last week.
In June, she bought Crowdstrike stock just before the outages which caused it to plummet 42%.
Time for us to roll out an inverse MTG strategy? https://t.co/hz74PVprYM
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Stock Analysis Compilation
Diamond Hill on CNH Industrial $CNHI US
Thesis: CNH Industrial's turnaround strategy and discounted valuation relative to peers make it an attractive investment in capital goods.
(Extract from their Q2 letter) https://t.co/bBISY1srXS
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Diamond Hill on CNH Industrial $CNHI US
Thesis: CNH Industrial's turnaround strategy and discounted valuation relative to peers make it an attractive investment in capital goods.
(Extract from their Q2 letter) https://t.co/bBISY1srXS
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Librarian Capital
Reminder: Boeing $BA lost $1.1bn on the Air Force One contract after making concessions to Trump
Boeing CEO Dave Calhoun later regretted the deal
Shake-downs like this can only happen once (if at all) and hurt American industry https://t.co/ssBiRMsonK
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Reminder: Boeing $BA lost $1.1bn on the Air Force One contract after making concessions to Trump
Boeing CEO Dave Calhoun later regretted the deal
Shake-downs like this can only happen once (if at all) and hurt American industry https://t.co/ssBiRMsonK
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App Economy Insights
$ASML ASML Q3 FY24:
• Net bookings €2.6B (€5.4B expected).
• Net sales +12% Y/Y to €7.5B (€0.3B beat).
• Gross margin 51% (-1pp Y/Y).
• Operating margin 33% (flat Y/Y).
Net sales guidance:
• FY24: €28B ($0.3B beat).
• FY25: €30-35B (€30-40B previously). https://t.co/0sp7xHOP8R
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$ASML ASML Q3 FY24:
• Net bookings €2.6B (€5.4B expected).
• Net sales +12% Y/Y to €7.5B (€0.3B beat).
• Gross margin 51% (-1pp Y/Y).
• Operating margin 33% (flat Y/Y).
Net sales guidance:
• FY24: €28B ($0.3B beat).
• FY25: €30-35B (€30-40B previously). https://t.co/0sp7xHOP8R
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