GlassHouse Research @GlassH_Research
Team of forensic accountants/analysts on the look out for fraudulent companies. glasshouseresearch.com NYC Joined September 2013-
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Congrats on the launch @herbgreenberg ! Excited for the content.
Congrats on the launch @herbgreenberg ! Excited for the content.
Soho's main shareholder, Ron Burkle, upset that public investors are concerned with trivial things like "profits and free-cash-flow". $SHCO revenues decelerated to 7.5% YOY in Q4 and discussed new target house reductions on the call.
We plan to fully analyze Soho House after its 10K is released. As of today, $SHCO has still not disclosed any inaccuracies in our initial report. In fact, based the recent results, here is everything that we were prescient on: • Consistent with our thesis, the company…
Wall Street’s War on Soho House hollywoodreporter.com/business/busin…
Soho House $SHCO previously reported they would release Q4 earnings on March 6th in a response to our short report. Now they are delaying until March 15 (no 8K)…problem with auditors???
Not the ending we had hoped for with the Catalent buyout. But with all the problems $CTLT had at Bloomington and Brussels and the horrendous Q2 they just reported, it would make sense to try and sell this dumpster fire. Now late Friday, they slip in a change of auditors to a…
Soho House rejects our report, says it has inaccuracies/errors, but does not list anything. The company also expects growth in its made-up metric Adjusted EBITDA, but says nothing about free-cash-flow or GAAP EPS. So, there you have it, more years of actual losses. If they go…
Members-only Soho House might just be the next WeWork-style flop, according to a short report from GlassHouse Research. trib.al/Gmga1MH
Tomorrow morning we will release our first short report of 2024 on a company we believe is an eventual $0. A broken business model, suspect accounting, heavy debt, and extremely poor internal controls will all be material headwinds for the company going forward. We hope our…
New CAO for Catalent. An outside hire w/ relavent experience. Let's see if he decides to shore up these books. $CTLT
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Some personal news - announcing the launch of Wall Street Beats. See link in comments for more ⬇️⬇️⬇️.
Q2 starts with a short idea by @JehoshaphatRsch Q1 ended with $MSTR short of @KerrisdaleCap: about -16% so far Congrats to @Bleecker__St on the best performing short of Q1: $LUXH about -72% From our database:
Tomorrow morning we'll publish our latest short idea on our website. We encourage investors to check out our long-term track record, and then decide whether to sign up for our email list. Happy Easter!
The controlling shareholder of members-only club Soho House is frustrated by the market's focus on free cash flow and profit. That's a change for the better, @JonathanJLevin says trib.al/OZwRLGe
@HedgeyeREITs When you realize that these firms are actually technology service providers, not true REIT’s(landlords), the absurdity of their valuations comes into focus. Depreciation is very much a real expense here. $DBRG $DLR $EQIX
@RJRCapital Chipotle is channel stuffing guacamole it’s not right
IDEA GENERATION (13/N): ACTIVIST SHORT CAMPAIGNS Some time ago, I covered superinvestors in my "Superinvestor Portfolio Holdings," "Investor Letters," and "Activist Investor Campaigns" posts. These investors operate either as L/S or LO entities. However, unlike them, who are…
Our critics don’t understand us, says Soho House boss Private members’ club chief rejects scathing claims of an existential crisis Find out more from our Business Editor, @cg_williams, below 👇 telegraph.co.uk/business/2024/…
Pro Tip: when a FinTwit account makes fun of a stupid statement by a CEO, such as when the CEO blames short sellers for buying up all the yayo so he can’t get any while he watches his stock drop due to long selling, it doesn’t mean the account owner is short the stock.
Soho House reports £92m loss despite 20% rise in membership dlvr.it/T478ZZ
really, really enjoyed this interview by Professor Damodaran, especially see the second image that deeply resonates with me.
$PLTR CEO going after short-sellers with shares up almost 50% on YTD basis 🤦♂️
Other than suing short sellers, there’s no better way to signal to the market that something is wrong with your company than to complain about shorts
$PLTR CEO complaining about short-sellers after he's sold ~$50 Million in $PLTR YTD…
$PLTR CEO Alex Karp talking about short sellers on CNBC live right now: “They just love pulling down great American companies so that they can pay for their coke” Lmaooo he’s really not holding back today ❄️ 🔥
@ProfessorOfETFs Unhinged indeed. x.com/glassh_researc…
@gurgavin Unhinged… almost like he is projecting about something…
$PLTR - Palantir CEO blasts short sellers Wild comments - check em out seekingalpha.com/news/4079244-p…
Wall Street’s War on Soho House hollywoodreporter.com/business/busin…
@GlassH_Research I mean, you HAD to have covered some (a lot?) along the way though, right? It was a profitable short numerous times since your initiation. It's noble to own the "awww shucks buyout," but in the dog eat dog short activism world the narrative is important.