Company Research

Twitter Update – A Cynical Analysis

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Last week, we wrote that we thought the probability of Elon Musk completing his acquisition of Twitter (ticker: TWTR) for the agreed $54.20 per share price was remote, and argued that Twitter management’s unwillingness to provide backup for their claim that fake accounts were less than 5% was an indication that this was a real … Read more

The Depth Report Elon Musk is the Least of Twitter’s Problems

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Overview: My first job on the “buy side” was in risk arbitrage.  That’s a fancy name for investing based primarily on capturing the difference between the current price of a stock, and the value shareholders are due to receive in a merger or acquisition.  At that time, there were a lot of announced deals, a … Read more

Curo Group (CURO) announces a strong 1Q

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Curo Group (ticker: CURO) announced a strong first quarter after the close.  Revenue of $290MM was up 48% and beat analyst estimates of $274MM.  Adjusted earnings of $.15 also beat expectations by $.03.  Like Enova International (ticker: ENVA), Curo is regrowing the loan book after a lack of economic activity caused by Covid shutdowns reduced … Read more

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