Spruce Point Capital

@sprucepointcap

Activist Inv Manager Founded By Yale-Trained Statistician Ben Axler, Specialize in Forensic Short-Selling. Invest @ Your Own Risk, See Our Disclaimer

New York, NY
Vrijeme pridruživanja: ožujak 2014.

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  1. Prikvačeni tweet

    Very pleased to be named a top activist short seller for 2018 by , in the company of respected peers such as . Download the full report at

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  2. CFO finally gone. She milked this decaying "technology" company for too long. Time for us to now focus on other tech duds

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  3. 4. velj

    spent $300M to RETAIN the 10% of sales that would have been lost had GNYHA not renewed +rebates to GNYHA customers make effective shareback 50% - much closer to market. Will existing customers also demand market shareback on renewal? Could be >50% hit to EBITDA

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  4. 31. sij

    just gave 2020 capex guidance of $90m, so FCF of 2020 estimated at $800 vs. $790m in 2019. So basically no growth in 2020. What's so exciting here?

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  5. 31. sij

    CEO of is so full of hot air. When will he be ousted? He talks about a gross margin focused culture? Yeah, what about that hidden adjustment he used to pay himself a bonus last year he didn't deserve?

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  6. 31. sij

    Anyone catch that also made a subtle change in its reporting. Now calling out "Adjusted Gross Margin" - financial reporting quality keeps deteriorating. It don't anything this company reports to me

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  7. 31. sij

    cash flow struggles suggest its channel may have been stuffed, or customers taking much longer to pay. Do a little work, and you'll see a VP covering WalMart (23% of sales) left not too long ago...

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  8. 31. sij

    doing exactly what we'd expect for a company obscuring . 2020 EPS guidance includes an unspecified "one-time" tax benefit. So their outlook would be even more below estimates absent this mysterious and unquantified gain.

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  9. 31. sij

    Look carefully at and it 2020 cash flow guide for the year of $890m. It implies just 3% growth (the slowest in years). Even worse, cash flow growth is forecasted BELOW revenue growth of 6.5% and Adj EPS of 7-9%. is showing

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  10. 31. sij

    again. Q1'20 outlook sales $1,112 v $1,123 est. Q1'20 EPS $0.73 vs $0.76 est. Organic revenue growth decelerating down 1% YoY in the outlook. Full year 2020 EPS guides light $2.64-$2.69 v $2.69

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  11. 28. sij

    Opco 2nd price target cut in as many months on . Still too optimistic at $82 (down from $85) but headed in right direction "On the negative side, the Analyst Day is unlikely to ease all investor concerns surrounding the Flawless acquisition"

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  12. 24. sij

    is no place to flock to safety. The recent Nielsen data is terrible, and I can't wait until next week when the numbers reflect it

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  13. 24. sij

    Won't take any credit for calling a near term market peak two days ago with this tweet in the early morning. Just a coincidence

    Tweet je nedostupan.
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  14. 22. sij

    That's why we're predicting more financial service job losses.

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  15. 17. sij

    Poof earnings 'evaporate' - we warned so many times.

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  16. 16. sij

    Canadian Tire investors should be questioning the internal appointment of a new CFO announced this morning. We've heard chatter it was looking to bring in fresh external talent, but couldn't find anyone to take the role. This company needs radical new talent to survive

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  17. 15. sij

    To clarify: "Daniel Davis, Chief Commercial Officer + 2018 President, North America (as of January 21, 2019, the role of President, North America no longer exists; Mr. Davis is continuing in his role as Chief Comm Officer and in that capacity no longer serves as an executive)

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  18. 15. sij

    Not only did the exec credited with 's one trick pony product just leave, he left for a well-funded competitor. Increasing signs that is a busted growth story

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  19. 15. sij

    Appears Penumbra may have broken securities laws. Named executive - Chief Commercial Officer - resigned; hasn't filed an 8-K. Davis knows the product strategy cold. Did he leave knowing that 's one-trick product is doomed, and no upside remains?

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  20. 15. sij

    a premium growth story according to wall street's hype machine that promotes low quality companies. looks more like a premium bad debts company to us

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  21. 15. sij

    Amazing but no from . This is the most absurd "free cash flow" to hit targets we've seen recently. Just add back pre-tax EBITDA "adjustments" and claim it as free-cash flow what do you think of this??

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