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Prime Office REIT-AG (PMO.DE)
Our 19-page report explaining our long thesis for Prime Office REIT-AG (PMO.DE) is available here. Summary Prime Office REIT-AG (PMO.DE or “Prime”) is an undervalued German REIT with several near-term...
View ArticleLindsay Corporation (LNN)
Our 35-page report explaining our long thesis for Lindsay Corp. (LNN) is available here. We are long shares of Lindsay Corporation (NYSE:LNN), a global irrigation business headquartered in Omaha,...
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Unilife Corporation (UNIS)
We believe that shares of Unilife (UNIS) are more than 75% overvalued as investors have once again over-reacted to deal announcements heavy on lofty potentials but light on detail. In a sequence...
View ArticleJGWPT Holdings Inc. (JGW)
Our 42-page report explaining our long thesis for JGWPT Holdings (JGW) is available here. We are long shares of JGWPT Holdings (NYSE:JGW), which, via its J.G. Wentworth and Peachtree brands, is the...
View ArticleBofI Holding, Inc. (BOFI)
Our slide presentation explaining our short thesis on BofI Holding, Inc. is available here and our 35-page full report is available here. We are short shares of BofI Holding, Inc. (BOFI), a bank...
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