Alexander Henke @AlphaHubby
Biologist and ambitious retail trader. DISCLAIMER: No investment advice. Just my personal opinion. Do your own research! Assume, I could have a position. Germany Joined January 2022-
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$ENVX …. I wanted to share my most current thoughts on the Enovix “Bear Thesis”: - “They can’t make the battery at scale” THEY SAID THAT FAT IS COMPLETED AND SAT AND EQUIPMENT INSTALLATION ARE UNDER WAY … THAT FAT YEILDS ARE IN THE HIGH 90’s …. AND UNIT ECONOMICS…
$ABR - without any indication during the call, Arbor filed to sell 'up to' 30 million shares. Call it $375Million as a rounding item! That's how to fund a divi. Arbor currently has a significant number of red flags. @viceroyresearch will update next week. sec.gov/Archives/edgar…
$ABR - without any indication during the call, Arbor filed to sell 'up to' 30 million shares. Call it $375Million as a rounding item! That's how to fund a divi. Arbor currently has a significant number of red flags. @viceroyresearch will update next week. sec.gov/Archives/edgar… https://t.co/o6PJPMmKLo
Electricity companies might not be so boring after all...
Electricity companies might not be so boring after all...
$ENVX The valley of tears appears to be behind us now in re. to the share price
I'm short $ABR since a while and will continue to do so...
I'm short $ABR since a while and will continue to do so...
$envx. Yesterday, I thought they'd push the stock down to flush out some retail. Based on today's price action, it looks to me like real money (institutional) investors have come back to the name. It's early innings but massive volume and literally no pullbacks.
Here are some thoughts and comments for the Feds on $RILY "Too much money missing Kahn was supposed to pay back $70mm but first payment was small. Riley gies him $220mm in cash and skips $1.5mm payment. B RIley pledged kahn’s stakes in frg and sncr. Fraud. Deals failing too…
I try to describe the majority of current Western governments and their take on economy in one word: INEPTOCRACY en.wiktionary.org/wiki/ineptocra… Jared Bernstein is living proof among a lot of other peers of inept persons in high offices.
I try to describe the majority of current Western governments and their take on economy in one word: INEPTOCRACY en.wiktionary.org/wiki/ineptocra… Jared Bernstein is living proof among a lot of other peers of inept persons in high offices.
Beyond $BYON - Beyond Inc. Announces Expanded Investment in Salesforce Solutions to Drive Richer Customer Engagement and Experiences investors.beyond.com/news-events/pr…
$ENVX REACHES DEVELOPMENT AGREEMENT WITH LEADING SMARTPHONE OEM! ✅ $ENVX to send samples to 6 of the top 8 smartphone battery OEMs making up a $7B+ opportunity.
$ENVX …. Raj just stated that they are seeing yields in the high 90%!
If I have said it once I have said it 9,087 times $ENVX is an execution story. @rajtalluri knows what he is doing and executing.. Stop asking me what I think or am I involved or "why the stock acts bad". Just keep your eye on the ball and you will be fine.
From a follower and why patience has grown thin with people who need their hands held; "Your comments regrading ENVX are spot on!! Speaking from real-life experience - working for a large company - one of the largest in the world - the large company dictates when a supplier's…
Just as these Viceroy tulips in my garden are beyond their peak beauty, so are $ABR and $RILY. I am still short both of them. $GL is under consideration for my portfolio . @viceroyresearch
Selling Cancer -Our latest report is now live viceroyresearch.org/2024/05/01/glo… AIL was investigated for "exploiting fear for profit" in 1978. Not much has really changed at AIL since the 70’s. The abhorrent conduct demonstrated by AIL agents today was set in stone a long time ago. $GL
$ABR - Here are all our reports: viceroyresearch.org/category/arbor…. There's more to come as we @viceroyresearch conduct more detailed research into properties & the modification arrangements for delinquent/distressed loans.
$ABR - Here are all our reports: viceroyresearch.org/category/arbor…. There's more to come as we @viceroyresearch conduct more detailed research into properties & the modification arrangements for delinquent/distressed loans.
$CHGG is now down 50%+ since The Bear Cave's investigation on January 4 I believe Chegg is an ultimate zero and will continue to be a great short Read @BearCaveEmail
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Conservative math: $FRG Term Loan was 78% of par (22% discount). The equity in FRG is junior so it should get >=22% discount too. Applying to the Vintage loan ($201mln) and to the FRG mark ($287mln) leads to a $107mln loss from 12/31/23. This is about 37% of $RILY book equity.
$ENVX …. I wanted to share my most current thoughts on the Enovix “Bear Thesis”: - “They can’t make the battery at scale” THEY SAID THAT FAT IS COMPLETED AND SAT AND EQUIPMENT INSTALLATION ARE UNDER WAY … THAT FAT YEILDS ARE IN THE HIGH 90’s …. AND UNIT ECONOMICS…
Aarons Furniture $AAN reports earnings on May 7th. Their customer base is on the lower-end compared to competitors like Williams-Sonoma $WSM. Historically, furniture stores have done exceptionally poorly going into hard economic times. AAN has held support around $7 for a long…
S&P up +0.27% this week! Best part? Tech didn’t get wrecked! 🚀 LET'S RECAP: - S&P down -4.2% in April, worst month since September 2023 - FED does NOT cut interest rates. Not cutting "until we have greater confidence inflation is going back to 2%" - U.S nonfarm payrolls…
$ABR - without any indication during the call, Arbor filed to sell 'up to' 30 million shares. Call it $375Million as a rounding item! That's how to fund a divi. Arbor currently has a significant number of red flags. @viceroyresearch will update next week. sec.gov/Archives/edgar…
Mega trend & not a small thing
Arbor has duct taped itself together. It generates zero business, kicks the cans on its loans, requires borrowers, who are all underwater, to throw in more capital. There is no dividend growth from ops. Dividends are being paid out from the few loans that come good. $ABR
Arbor results out. Business originations down the toilet, may as well be zero. This means dividend is principal, and growth destructive (book shrinking) $ABR 1/
@TsnycTsnyc22 I’m retail. My average price is higher than the current. I’m not going anywhere.
$envx. Yesterday, I thought they'd push the stock down to flush out some retail. Based on today's price action, it looks to me like real money (institutional) investors have come back to the name. It's early innings but massive volume and literally no pullbacks.
Here are some thoughts and comments for the Feds on $RILY "Too much money missing Kahn was supposed to pay back $70mm but first payment was small. Riley gies him $220mm in cash and skips $1.5mm payment. B RIley pledged kahn’s stakes in frg and sncr. Fraud. Deals failing too…
"We will NOT eat the bugs" has become reality. The German people were smart enough to develop apps which allow for scanning products for "insect derivative ingredients" in supermarket foods. Thoughts on this? 🚨🚨🚨
Beyond $BYON - Beyond Inc. Announces Expanded Investment in Salesforce Solutions to Drive Richer Customer Engagement and Experiences investors.beyond.com/news-events/pr…
$ENVX REACHES DEVELOPMENT AGREEMENT WITH LEADING SMARTPHONE OEM! ✅ $ENVX to send samples to 6 of the top 8 smartphone battery OEMs making up a $7B+ opportunity.
$ENVX …. Raj just stated that they are seeing yields in the high 90%!
$ENVX …👀 I have been asked how it is possible for Loop Capital to have a $100 PT for ENVX. The answer is simple … If you assume that a single line Costs Aprox $50M and generates $100 a year in revenue and $50M in profit … and has useful life of 7 years. Once you get to…
If I have said it once I have said it 9,087 times $ENVX is an execution story. @rajtalluri knows what he is doing and executing.. Stop asking me what I think or am I involved or "why the stock acts bad". Just keep your eye on the ball and you will be fine.
From a follower and why patience has grown thin with people who need their hands held; "Your comments regrading ENVX are spot on!! Speaking from real-life experience - working for a large company - one of the largest in the world - the large company dictates when a supplier's…
Selling Cancer -Our latest report is now live viceroyresearch.org/2024/05/01/glo… AIL was investigated for "exploiting fear for profit" in 1978. Not much has really changed at AIL since the 70’s. The abhorrent conduct demonstrated by AIL agents today was set in stone a long time ago. $GL
$ABR - Here are all our reports: viceroyresearch.org/category/arbor…. There's more to come as we @viceroyresearch conduct more detailed research into properties & the modification arrangements for delinquent/distressed loans.
$ABR - "Issuers are purchasing bad loans as rates remain high." This sounds like Arbor's MO to keep their sinking ship afloat. Lenders bought out $520 million of these loans in Q1. It sounds like throwing good money after bad to "survive to '25." bloomberg.com/news/articles/…
First it was Wirecard, then Silvergate and Signature now its $SQ brilliant effort by @gmorgenson Crime and Criminals never ever sleep that includes the Fraud at $RILY
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