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Overview
Muddy Waters, LLC is a pioneer in on-the-ground, freely published investment research. Muddy Waters peels back the layers, often built up by seemingly respected but sycophantic law firms, auditors, and venal managements.
News
MW is Short AppLovin (APP US)
Muddy Waters is short APP. Web traffic analysis leads us to estimate that 52% of APPs e-commerce conversions are retargeting and incrementality is only 25%-35%. Code evidences that APP is collecting and structuring user IDs from its key platform partners,
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Sunrun: The Case of the Phantom Subscribers (RUN)
MW is again short Sunrun (RUN). We weren't cynical enough when we first published our initial short thesis on Sunrun in July 2022. We now believe that Sunrun has greatly exaggerated its (non-GAAP) Subscriber numbers for years, with the current overstateme
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Open Letter to Lemonade: Egregious Security Vulnerability (LMND US)
In the course of using Lemonade's site to do fundamental business research, it was accidentally discovered that Lemonade's site contains an unforgivably negligent security flaw that potentially exposes its customers' personally identifiable information.
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MW is Short GSX Techedu Inc. (GSX US)
We are short GSX because we conclude that it is a near-total fraud. We conclude that at least 70% of its users are fake, and we think it's quite likely that at least 80% of its users are fake. Our conclusions are based on GSX's own user and attendance dat
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Block on CNBC's Squawk Box Discussing Latest Short, eHealth Inc.
Block on CNBC's Squawk Box discussing MW's latest short, eHealth Inc. Watch the full interview here The post Block on CNBC's Squawk Box Discussing Latest Short, eHealth Inc. appeared first on Muddy Waters Research.
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