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J Capital

@JCap_Research

Activist short- and long-research shop publishing investigative reports on publicly traded companies. @jcapresearch.bsky.social

jcapitalresearch.com/
Joined August 2015
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Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)Photo by J Capital (@JCap_Research)
We just published on $IRM, a document-storage company that is pouring money into data centers. But the data centers hardly make money: we calculate that the real return is lower than the cost of the debt Iron Mountain issues to build the data centers. jcapitalresearch.substack.co…
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We just published on $MAAS, once an insurance agent (FANH for those who remember) and now has pivoted to "AI." jcapitalresearch.substack.co…
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We Are Short International Games System Co., Ltd. Profits and Dividends Depend Heavily on Risky, Illegal Southeast Asian Online Gambling Operations Read our New Report Here: grizzlyreports.com/igs/
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J Capital retweeted
GMT Research (@GMTResearch) profile picture
GMT Research
@GMTResearchOct 1
New report from @VultureCaptRes on JF SmartInvest (9636.HK) alleging that its rapid growth and profitability depend on misleading marketing, aggressive online customer acquisition and investment recommendations made by inadequately qualified staff. Target price of zero: drive.google.com/drive/folde…
Image from GMT Research (@GMTResearch)
Image from GMT Research (@GMTResearch)
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JF Smart Investment（09636.HK）——Outpacing Northern Myanmar Syndicates: The Shanghai-Listed Enterprise Generating ¥3.9 Billion a Year Through Telecom and Online Fraud! Link:drive.google.com/drive/folde…
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We just published on $NSP, an outsourced HR company whose new product, HRScale, has excited investors. We think it's a pretty weak bet. jcapitalresearch.substack.co…
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We are Short Raiffeisen Bank International AG. $RBI $RBI.VI Our New Report is out Now: Raiffeisen Bank International-Linked Customs Records Show $1.19 Billion in Trade Matching Sanctions and Export-Control Restrictions While €12.6 Billion Remains Trapped in Russia Read our Report Here: grizzlyreports.com/rbi/
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We just published on $HUBG. This logistics company did not re-file its 2025 10K by Monday, meaning Nasdaq says it must delist. HUBG says that won't happen right away. We doubt the problem ends here, bad as that is. jcapitalresearch.substack.co…
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$KRMN Big revenue growth, profit, but no cash generation. They're buying companies at big premiums, acquiring very little backlog, and getting a revenue boost from acquisitions. How does that work? jcapitalresearch.substack.co…
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Weibo extends around $1 billion per year in loans to SINA while borrowing money itself. Why?
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We just published on $RXT, a weak cloud provider whose shares rose over 200% in May based on a deal with AMD. We show that the actual margins will be much lower than projected, and the capex per MW twice as high as the rosy revenue projection. jcapitalresearch.substack.co…
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We just published a report on Opendoor Technologies ($OPEN), whose "Opendoor 2.0" plan is basically window dressing on a model that has never worked. jcapitalresearch.substack.co…
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$MCHP claims high growth from data centers, but they account for 7% of revenue, and we think the company is not going to make a lot of cutting-edge products with its aging equipment.
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We just published on $MCHP, a company that's riding high on data center and AI hype but actually looks weak. jcapitalresearch.substack.co…
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HKex IPO application of a subsidiary shows that the majority of engines are bought and re-sold.
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We are Short Pirelli & C. S.P.A. $PIRC We Believe Pirelli’s Secret Dependence and Close Relationships with Russia Pose a Threat to Western National Security Read our New Report here: grizzlyreports.com/pirelli/
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Andrew's Left's fate is in the hands of a jury now. Here's my analysis of how it all went down--and what's at stake. @CitronResearch @muddywatersre @StockJabber @RealMarcCohodes @FuzzyPandaPA How Short Seller Andrew Left Became a DOJ Target open.substack.com/pub/michel…
Image from Michelle Celarier (@mcelarier)
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Check out our report on $WHR. A poster child for how borrowing money to buy back stock and pay dividends has weakened an old-line white goods company. jcapitalresearch.substack.co…
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We are Short Ottobock SE & Co. KGaA $OBCK $OBCK.DE How Hans Georg Näd er’s Margin Loan and Russia Business Endanger Public Shareholders grizzlyreports.com/ottobock/
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Check out our post on $WU. Company in decline, with falling dividend cover, suspicious acquisitions, and little hope of growth.
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