knives in flight

The mundane of earnings reports that miss expectations, future promises that are less than expected, and insiders sales in the whisper of the night.

mc 1.01

mc 485

mc 5.42

comes in threes

A seasoned mentor advised tragedy or fortune comes in threes. To wit the latest installment in the saga of Natera that has overpromised, underdelivered, and just plain fibbed.  All before a jury awarded Caredx $45 million in damages because of Natera's false advertising. Thinking the third strike may have liberties suspended.  

mc 2.89 

mc 1.65

 

conference bumps

 Healthcare and biotech conferences timed to Fed week with insider buying. Worth a glance

mc 119

mc 742 sf 15

mc 361

mc 42

dirigible

The team at Hindenberg Research determined that a diagnostics company business model converts deceptive, related party billing practices into real estate. The plot includes assumed names, romance, and related pecadillos which might be entertaining were the subject matter, DNA testing for expecting mothers, not so serious. There has been a previous settlement for false claims in Kentucky for $11 million and the Great State of Michigan AG office is inquiring.  History of accumulated losses. Worth the read.

 

mc 3.43

yang

Be Water

Bruce Lee

The Chinese business model river runs as yuans deposit in Russian banks and delisting draws nigh

mc 22

mc 75.6

mc 5.21

mc 210

Hummer

One billion in SPAC market cap carved out of a Chinese industrial group that converted a Hummer factory into an EV business model with executives that resigned after playing fast and loose with equity purchases one step ahead of the shareholder suits and the SEC. 

The tip of an iceberg that runs as deep as SPAC printing presses.

dilei

Landmines in Chinese business models once feted on US exchanges. ETF and other flows headed for the zero bound