Profiles

The Managers of These Companies Are Corporate Sociopaths (Institutional Investor)

Q&A With Quintessential Capital Management (Global Finance)

Please contact us to get a copy of this content (Global Capital)

Gabriel Grego, Police Investigator Among Short Sellers (Hedge Fund Alpha)

Cassava Sciences

Alzheimer’s Drug Developer Cassava Paying $40 Million to Settle Doctored Data Claims (WSJ)

Cassava Sciences Adviser Indicted on Fraud Charges (WSJ)

Are Activist Short Sellers Misunderstood? (NYT)

Penumbra

Penumbra voluntarily recalls catheter after short-seller criticizes firm last week (CNBC)

Penumbra shares drop on questions about medical device (CNBC)

Short seller Gabriel Grego is targeting Penumbra, alleging safety issues (CNBC)

Shares of medical device maker Penumbra tank after short seller releases critical report (CNBC)

Video with short thesis presentation

Sun Corporation

Short Activist Hedge Fund Says Buy This Japan-Listed Cybersecurity Stock

Cybersecurity Stocks Will Do Well: Quintessential Capital

Akazoo

Akazoo Shares Tumble After Report From Short Activist Hedge Fund Quintessential Capital

Akazoo Special Committee Determines Former Akazoo Management and Associates Participated in Sophisticated Multi-Year Fraud

For Quintessential, a Campaign Both Short and Sweet (Institutional Investor)

Bio-on

Italy’s Bio-on shares hit hard on allegations of accounting flaws (Reuters)

Italy’s Unicorn Stumbles as Fund Report Leads to Founder Arrested (Bloomberg)

UPDATE 2-Italy’s Bio-on CEO arrested in “Plastic Bubbles” probe (CNBC)

Globo Plc:

Il crac alla City della “Parmalat greca”, smascherata dai detective del fondo 007 (La Repubblica)

Globo’s CEO, CFO Resign After Unveiling Falsified Financial Data (Bloomberg)

Folli Follie:

Folli Follie Owner Shares Slump as Short Seller Questions Reach (Bloomberg)

Folli Follie Says Probe Found Asia Sales Overstated by 90% (Bloomberg)

Video of Presentation (Kase Learning, NYC May 2018)

Aphria:

Video of Presentation (Kase Learning, NYC December 2018)

Cannabis Company Craters After Shortseller Calls It a ‘Black Hole’ (Bloomberg)

Cannabis group’s shares are smoked after attack by shortseller (Financial Times)

Aphria short-seller Grego speaks out as pot firm vows ‘complete rebuttal’ (BNN)

Pot Producer Aphria’s CEO to Step Down Following Short-Seller Allegations (Bloomberg)

Quintessential Capital CIO Grego on Aphria, Strategy (Bloomberg)

American Addiction Centers (AAC)

It’s a Castle of Cards (Seeking Alpha)

Massive Sell-Off in AAC Holdings (Wall Street Journal)

Allergan

Long Thesis For Allergan (Value Walk)

Wall Street’s Response to AbbVie Deal Undercuts CEOs’ Pitch (Bloomberg)