R&CNov 11, 20191 minEinhorn vs. CFOsDavid Einhorn is not a stranger to walking CFOs through their own financials like we got a glimpse of last Friday. More than 10 years ago...
Pivotal CapitalMar 10, 20196 minIs Boeing's 737-MAX 8 Safe?Boeing is one of my all-time favorite companies - I love their aircraft and I love the stock. However, following the second catastrophic ...
Pivotal CapitalMar 7, 20198 minTesla's Private Conference Call is a Sign of Bad Things to ComeLast Thursday, Tesla CEO Elon Musk hosted a private conference call to announce the arrival of the long-awaited "$35,000" Model 3, a car ...
Pivotal CapitalFeb 7, 20193 minTesla-Maxwell Merger: The Strange DetailsThere are many strange details surrounding Tesla's ($TSLA US) acquisition of Maxwell Technologies ($MXWL US) but one particular contingen...
R&CFeb 6, 20195 minHow Many DAUs Did Snap Lose?!WOW. WOW. WOW. Way to go Snap on 4Q'18. And I really mean it, I'm not saying that in a facetious way. I expected a jump, but with a ~21% ...
R&CFeb 5, 20198 minThe State of Snap Going into 4Q'18 and FY18 earnings tomorrow, 2/5/18, Snap has given investors a lot to think about. In the years since the 2012 IPO of $F...
Pivotal CapitalFeb 5, 20194 minTesla Acquires Maxwell Technologies: Buyout, Bailout or...?My plan today was to write an article about Tesla's Q4 2018 earnings, conference call and the departure of long-time CFO Deepak Ahuja. How...
Pivotal CapitalFeb 3, 20191 minTesla: The Show Must Go OnSpecial thanks to @Prof_John_Frink on twitter for this masterpiece: "The Show Must Go On" It is impossible to know when this Tesla ($TSLA...
Pivotal CapitalJan 26, 20194 minWhy GameStop's Private Equity Dreams Won't Come TrueGameStop ($GME) stock has been beaten down continuously over the last 5 years, from a November 2013 high of nearly $58 per share to just ...
Pivotal CapitalJan 20, 20195 minTesla's 3Q'18 Risk Factors Are Already Becoming RealityRisk factors are an important part of every public company's quarterly and annual SEC filings - But Friday's news that Tesla is laying of...
Pivotal CapitalJan 14, 20193 minPrivate Equity's Secret BubbleIn this inaugural post, I will discuss the bubble that has quietly formed in the private equity market and why I believe it will pop in t...