Pinned post
Bleecker Street Is Short Roblox $RBLX. Please see our full trading disclaimer below as well as on our report. Report Link: bleeckerstreetresearch.com/research/rblx
Bleecker Street Research
Verified account This account is verified. Learn more@Bleecker__St
Investor highlighting over and undervalued companies, and interesting situations that the market might be missing. Please see website for full disclaimer.
104 Following 10K Followers 639 Posts
Latest posts 5
$RBLX earnings revealed a business that appears to have caused long-term impairments to its viral growth engine as its YoY declines continue. Read our Oct. 27 report and disclaimers linked here. bleeckerstreetresearch.com/research/rblx . Some thoughts on the quarter:
www.bleeckerstreetresearch.com Roblox (RBLX): The Safety is Theater, But the Hit to Virality is Real — Bleecker Street Research Initial Disclosure: Funds managed by Bleecker Street are short Roblox (RBLX). Please see the full disclosure at the end of this report, which covers our future trading plans. Key Points: Roblox is a... Bleecker Street Research is short $LYFT. See the full disclaimer on our website, which covers our future trading plans.
We estimate $LYFT faces $1.3bn to $2.7bn of undisclosed liabilities from rideshare sexual assault litigation.
Report Link: bleeckerstreetresearch.com/research/lyft-…
We estimate $LYFT faces $1.3bn to $2.7bn of undisclosed liabilities from rideshare sexual assault litigation.
Report Link: bleeckerstreetresearch.com/research/lyft-…
www.bleeckerstreetresearch.com Lyft: Massive Liabilities, Limited Capacity to Pay Them, and a Deteriorating Business Outlook —... Initial Disclosure: Funds managed by Bleecker Street are short Lyft (LYFT). Please see the full disclosure at the end of this report, which covers our future trading plans. Lyft faces an estimated... We are short $SHAZ (SharonAI). The CEO allegedly siphoned millions, threatened to burn down his last public company. The $1.25bn anchor contract is with a small Indian data center operator whose newest major customer is sanctioned.
Link: bleeckerstreetresearch.com/research/shaz
Link: bleeckerstreetresearch.com/research/shaz
www.bleeckerstreetresearch.com SharonAI (SHAZ): The CEO Mawson Accused of Self-Dealing Now Runs a Neocloud Built on Phantom... Initial Disclosure: Funds managed by Bleecker Street are short SharonAI (SHAZ). Please see the full disclosure at the end of this report. SharonAI's forward revenue story rests on a $1.25 billion... Bleecker Street believes Via Transportation's organic growth has turned negative for the first time in 5 years, and $VIA is using recent M&A to attempt a cover-up of flagging results into an expiring lock-up that will see $1.2bn of shares come eligible for sale.