Devonshire Research @devonshiretech
Short seller backed by deep research, experienced venture capitalist turned equity contrarian, focused on short alpha ideas in tech, telecom, software, internet devonshireresearch.com United States Joined March 2016-
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The inverted yield curve signals the impending return of effective short activism - finally!
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Proud to be a $TSLA short seller. It took a while, but was worth the wait. More to come.
RIP MontanaSkeptic. Your well researched posts set a high bar for all future equity research analysts. It’s a sad day for truth, logic, and value investing.
Skies are blue in Shortville ... ! @elonmusk
DRG is proud to announce it has acquired proprietary inflation data from Now and Futures. prn.to/2fjNBZu
ALM down 15% today. More likely to come, if not inevitable. I hesitate to say "I told you so," but DRG's research speaks for itself.
Implication: Consumer retail, electronics will continue to suffer, as the two US economies diverge further: consumers vs. institutional
DRG received lots of feedback on the $ALM research; many followed the trade and wrote in to praise it. Equity analysts still don't get it.
How many investors contemplate what the true “risk-free” rate of return might be for their clients? bit.ly/2pGAhkX #capitalrisk
DRG challenges the idea that standard of living is improving; an order of magnitude less purchasing power now than in 1970! #inflation
Consensus of the Contrarians: US CPI likely understated by at least 5% per year! bit.ly/2pGAhkX #CPI #inflation #contrarian #report
Despite the fact that CPI no longer tracks consumer prices, it is still the dominant benchmark – why? Full report bit.ly/2pGAhkX
CPI has evolved significantly over the past century – it bears nearly no resemblance to its original form #CPI #inflation #usdata #stats
With the recent focus on Gov't data, it's worth pointing out the growing disagreement with how CPI is calculated #inflation #purchasingpower
We've just uploaded a new report called Consensus of Contrarians, which challenges recent CPI statistics, and revises it much bigger #CPI
From $ALM short report #shortsell #techbubble #activism
Another $ALM short snapshot
Here is a snapshot of $ALM short thesis
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