Spruce Point Capital @sprucepointcap
Activist Inv Manager founded by Ben Axler, Specializing in Forensic Short-Selling. Invest @ Your Own Risk, click on the link below to read our disclaimer sprucepointcap.com/twitter-discla… New York, NY Joined March 2014-
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Should have named our report on $PWSC #PowerSchool "PowerDownSchool". More performance issues. Another day another problem. Might have to rethink this one as a terminal 0. CC: @PowerTool_
The #education crisis in #america, #teacher jobs being lost, absenteeism on the rise, but def believe the stock promoters that there is $ to fund busted tech platforms like $PWSC #Powerschool cbsnews.com/video/schools-…
Another day, another outage at $PWSC #PowerSchool. I can't imagine customers relying on their financial management tools gain confidence or loyalty when these problems occur status.powerschool.com/incidents/4t73…
Pretty remarkable behavioral shift of tone and language from the CEO of $Z $ZG #Zillow that reads bearish; yesterday when asked about the NAR settlement. Back in Nov 23: "..we strongly believe Zillow is well positioned to thrive regardless of the how it plays out" to yesterday's…
$PWSC
No greater #comedy on #wallstreet than seeing $MS #MorganStanley cutting the price target on $MSCI Morgan Stanley Capital Int'l. $BAC analyst cuts price tgt to $425/sh, below the current price. Still wildly overvalued, 10-Q shows more client count loss >> there's no floor yet and…
Another day, another $PWSC outage #PowerSchool status.powerschool.com/incidents/9yd6…
Another day, another $PWSC outage #PowerSchool status.powerschool.com/incidents/9yd6…
Catch Spruce Point CIO tomorrow morning live at the @NYSE on @SchwabNetwork 10:20am
It's good to be cockroach, rat, pest control king. SEC settlement and life is good; what could possibly go wrong $ROL ft.com/content/95211f…
Wasn't there an activist saying avoid $MSCI on @CNBC not long ago? Quite possibly the worst quarter in a decade, no subscription growth and massive client loss. Sure doesn't look like a 16x revenue multiple business
Dear @AGTimGriffin @ArkansasEd We believe you should review Arkansas state #education contract with $PWSC #PowerSchool for compliance with Student Online Personal Information Protection Act (“SOPIPA”) laws sprucepointcap.com/research/power…
Dear @CADeptEd @AGRobBonta we think you should investigate #PowerSchool $PWSC and their Intersect Naviance product for compliance with California Student Online Personal Information Protection Act (SOPIPA) laws. sprucepointcap.com/research/power…
If you are a $Z $ZG #Zillow shareholder you should be worried about Costar $CSGP buying $MTTR to gain more tech edge in #realestate markets
Interesting article from @BusinessInsider, $Z $ZG will be increasingly irrelevant if buyers forgo buying brokers businessinsider.com/new-rule-of-ho…
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133K Followers 57 Following Canada's top destination for breaking business news and analysis. 🎧 Subscribe to the Market Call podcast here: https://t.co/9k6G96UNjT@sprucepointcap Downtime is definitely an issue at #PowerSchool I’ve seen mass complaints from teachers in particular when grades are due. Many of these products are of questionable efficacy as is, but when they’re down there’s no question to their worth.
And it's the #PowerSchool show live Monday, "Major Outage" being reported in Performance Matters product what the company describes as its "Flagship assessment platform"
$SNAP expected move 21% lmao
𝗨𝗻𝘂𝘀𝘂𝗮𝗹 𝗼𝗽𝘁𝗶𝗼𝗻𝘀 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆: 💸 🏨 👻 @TomWhite_S walks through today's flows in $PYPL, $HLT, & $SNAP with @OJRenick: x.com/i/broadcasts/1…
Pretty remarkable behavioral shift of tone and language from the CEO of $Z $ZG #Zillow that reads bearish; yesterday when asked about the NAR settlement. Back in Nov 23: "..we strongly believe Zillow is well positioned to thrive regardless of the how it plays out" to yesterday's…
@sprucepointcap Yikes. No forward looking, just looking down. Exactly what you do not want the guy at the top saying.
Wasn't there an activist saying avoid $MSCI on @CNBC not long ago? Quite possibly the worst quarter in a decade, no subscription growth and massive client loss. Sure doesn't look like a 16x revenue multiple business
It's good to be cockroach, rat, pest control king. SEC settlement and life is good; what could possibly go wrong $ROL ft.com/content/95211f…
Dear @CADeptEd @AGRobBonta we think you should investigate #PowerSchool $PWSC and their Intersect Naviance product for compliance with California Student Online Personal Information Protection Act (SOPIPA) laws. sprucepointcap.com/research/power…
Dear @AGTimGriffin @ArkansasEd We believe you should review Arkansas state #education contract with $PWSC #PowerSchool for compliance with Student Online Personal Information Protection Act (“SOPIPA”) laws sprucepointcap.com/research/power…
If you are a $Z $ZG #Zillow shareholder you should be worried about Costar $CSGP buying $MTTR to gain more tech edge in #realestate markets
@sprucepointcap There are problems with $PWSC ’s technology. I can only speculate as to the cause of this particular instance of data loss though as there are a number of technical reasons for the PS SIS’s problems. Though from reading about other SIS products, they’re universally bad.
Uh oh SpaghettiOs! Look at what's happening to the TOP customer of $PWSC #NorthCarolina @PowerTool_
CC: @jimcramer $PWSC looks like it's losing its top customer. Sell Sell Sell!
Uh oh SpaghettiOs! Look at what's happening to the TOP customer of $PWSC #NorthCarolina @PowerTool_
Shares of PowerSchool are on track to notch their largest one-day drop in eight months after Spruce Point said it’s betting against the education technology company trib.al/s18Ld5h
Shares of PowerSchool are on track to notch their largest one-day drop in eight months after Spruce Point said it’s betting against the education technology company trib.al/8Y91l8i
$PWSC - @sprucepointcap Issues "Strong Sell" Research Opinion on PowerSchool Holdings, Inc. With 30%-60% Downside Risk -Provides Evidence That PowerSchool May Be Potentially Violating Student Data Privacy Laws
@sprucepointcap Point being- these education apps have a limited lifespan outside of super-niche use cases
Meet @MyPowerSchool $PWSC - they already have one detractor here on fintwit @PowerTool_ - we're happy to be a second; send any/all whistleblower tips our way please! Parents put their trust in PowerSchool to handle their #kids #children information all across north america, but…