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Carvana, DriveTime, Hindenburg and Gotham City
Two Things Can Be True: Carvana may be extreme flaky and overvalued, and Gotham's report may have numerous inaccuracies and exaggerated claims.
Feb 9
1
3
Short Interest - Update: NCC Group & Ashtead Technology
NCC receives a low-ball price for Escode and Ashtead Tech fails to deliver the big miss the shorts were looking for.
Jan 23
1
Mota-Engil: Swimming in Muddy Waters
A recent defamation suit in Texas reveals much of the substance behind the short case.
Jan 21
1
1
Most Popular
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UK Short Rattle Bag: VCP, TLW, ADT1, PANR
Oct 2, 2024
3
3
1
Victoria plc: questions for the auditors
Oct 19, 2023
3
Pantheon Resources: Redux! (PANR LN, PANR.L)
Feb 26, 2024
4
1
Short Interest: Domino's and Greggs (DOM LN; GRG LN)
Nov 11, 2025
2
1
Ibstock PLC (IBST): A house built on bricks?
Jan 14
1
1
Tullow Oil
Jan 17, 2024
5
3
Recent posts
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Ibstock PLC (IBST): A house built on bricks?
A look at the red flags underpinning a disclosed 8.4% short interest
Jan 14
1
1
Short Interest: Domino's and Greggs (DOM LN; GRG LN)
Takeaway Pizza vs a Bacon sarny: more musings on top 10 UK shorts.
Nov 11, 2025
2
1
Short Interest - opening thoughts
The first of a series of posts that takes a quizzical look at UK & European disclosed shorts (today's rattle bag: Ashtead Technology, J Sainsbury…
Sep 9, 2025
1
2
RH - the Universe Intervenes?
I'll have whatever Gary's drinking
Aug 20, 2025
4
2
Tullow Oil
Going, going.... Production dwindling, assets for sale, balance sheet teetering...
Jun 17, 2025
3
3
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