Differentiated Short Research From a Painstaking Observer
“Even a regimented press will, again and again, betray their nation’s interests to a painstaking observer.”
—William “Wild Bill” Donovan, Former Head of the United States Office of Strategic Services during WWII
Recent Research
Short AirBoss (TSX:BOS): Lawsuit & Forced Labor Issues Impact Growth Pipeline & Inventory
Please find a PDF copy of this report here. September 7th, 2022 Thesis Summary: AirBoss stock has been a beneficiary of pandemic-era, non-competitive U.S. government contracts for PPE. We believe these contracts are one-time in nature, any future contracts will be more competitive and that material facts pertaining to these historical contracts are not widely…
Strong Sell on Tactile Systems: Part II
This report expresses the author’s opinions. The author of this report has a short position in TCMD that will benefit from a decline in the price of TCMD’s securities. A full disclaimer can be found at the end of this report. This is a follow-on to our initial report published in June 2020. If you…
Strong Sell On Tactile Systems (TCMD): Bloated Stock Needs Compression Therapy
Strong Sell with 70% ($15 PT) downside: Un-chastened by the reality of a limited and saturated TAM, Tactile cheats to grow. VA, Medicare, and commercial payors are catching on. Insiders are jumping ship. It’s time for investors to wake up.
Disclosures: The reports on this website express the author’s opinions. The author has a short position in TCMD that will benefit from a decline in the price of TCMD’s securities. Following publication of a report, the author may continue transacting in the securities TCMD, and may be long, short, or neutral at any time hereafter regardless of the initial recommendation. This website is for informational purposes only. Under no circumstances should this website or any information herein be construed as investment advice, or as an offer to sell or the solicitation of an offer to buy any securities or other financial instruments. The reports are based on publicly available information, industry expert interviews and the author’s due diligence and analytical processes. To the best of the author’s belief, all information contained herein is accurate and reliable. However, such information is presented “as is,” without warranty of any kind, whether express or implied. The author makes no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information or with regard to the results to be obtained from its use. This website and the author’s opinions herein include a significant number of assumptions and forward-looking statements. All expressions of opinion are subject to change without notice, and the author does not undertake to update or supplement this report or any of the information, analysis and opinion contained in it.
The lymphedema industry is small. Certain pronouns, locations, names, and titles have been paraphrased or adjusted to preserve the anonymity of industry sources quoted in the reports. During the course of research, more than thirty individuals across the lymphedema industry, Medicare, and commercial payors were interviewed nationwide over multiple hour+ long conversations.
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