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I have made the decision to disband Hindenburg Research

hindenburgresearch.com

141–150 of 430 posts

Re: I have made the decision to disband Hindenburg Research

#141
post #22

Earlier quoted context omitted.

I don't think Hindenburg is scared of being sued, otherwise they wouldn't have been in the business in the first place. Their investigations are extremely thorough, with everything fully documented, mostly from public records, for the specific purpose that if/when they show up in court, they can be confident of the basis of their findings. https://www.reuters.com/legal/government/adani-group-threate... P.S. where did…

How do you explain their report on Supermicro? It seems nothing was wrong there after all. From https://www.morningstar.com/news/marketwatch/2024120275/why-... > the committee confirmed previously stated findings that there was "no evidence of fraud or misconduct on the part of management or the board of directors."

It's not my job to explain. Ask Hindenburg Research.

Re: I have made the decision to disband Hindenburg Research

#143

"just feeling like it" seems insufficient explanation for dismantling a successful organization rather than transitioning it they just completed their "pipeline of ideas" with "the last Ponzi cases" - seems like a surprisingly clean and abrupt end for an investigative organization the team members are "brilliant" and "family to me" but heis disbanding rather than transitioning leadership He mentions some team members…

It's 11 people. It's a band breaking up, not Microsoft choosing its fourth CEO.

Re: I have made the decision to disband Hindenburg Research

#144
post #22

Earlier quoted context omitted.

I don't think Hindenburg is scared of being sued, otherwise they wouldn't have been in the business in the first place. Their investigations are extremely thorough, with everything fully documented, mostly from public records, for the specific purpose that if/when they show up in court, they can be confident of the basis of their findings. https://www.reuters.com/legal/government/adani-group-threate... P.S. where did…

>I don't think Hindenburg is scared of being sued, otherwise they wouldn't have been in the business in the first place They should be. If doesn't matter how well everything is documented or how above-board the company is when the courts turn into kangaroo courts for a thoroughly corrupt administration. They're right to get out now while they still can.

The court finds them guilty of violating which laws, exactly?

Sorry I really don't get what you are trying to say. In order to lose in court, you need to first find a law where Hindenburg could be breaking. But I don't see that happening, especially as it's almost impossible for them to be found guilty of defamation due to the First Amendment.

Re: I have made the decision to disband Hindenburg Research

#145
post #14

Did he... link the wrong URL at the end of the post? I thought for sure it was going to be some sort of heartfelt speech, or motivational message, or something. But it's an instrumental DJ set which seems totally out of left field

But if you're into it, Ben Boehmer in Cappadocia, The Blaze atop the Aguile Du Midi in the French Alps are a couple of the many gems in that same series of Cercle sets.

Re: I have made the decision to disband Hindenburg Research

#146

Good. After the details of the sources on the absurd hitjob they did on Super Micro came out recently, they should be deeply embarrassed. The whole thing was basically just the claims of a disgruntled sales manager, of very dubious character, fluffed up to seem like there was some legion of internal whistleblowers. Not to mention relying heavily on mixing in details of long settled previous issues at the company to l…

Yea the Adani report already had me skeptical but the Supermicro hit job, and the fact that multiple independent auditors haven’t found the same claimed problems in their accounting, has made Hindenburg look a lot more shady. This to me looks like an incompetent firm that profited from big short positions and potentially false reports, now closing shop so there’s no assets to claim in a lawsuit.

It is interesting that their 'About' page mentions a lot of their work but no mention of Adani - which would have arguably been their biggest.

Re: I have made the decision to disband Hindenburg Research

#147
post #59

I've ironically lost more money the more closely I've paid attention to my investments because I was naively confident in the market's ability (or as I've come to suspect, willingness) to react to evidence of fraud. The amount of deceit put out into the world and gobbled up, on purpose, in business is obscene and seriously depressing. The magnitude of damage to psyches and thus economies that anyone acting in a fraud…

> I've ironically lost more money the more closely I've paid attention to my investments

Money Magazine a few years ago compared various investment strategies in stocks. The #2 best performing one was investing in the S&P 500. The #1 best performing strategy was the "dead man strategy".

The dead man strategy comes into play when the investor dies, and his estate gets frozen until it winds its way through the courts. It turns out that doing nothing with your stock investments is (statistically) the best strategy.

I know for a fact that when I do nothing with my stocks, they also perform better.

Re: I have made the decision to disband Hindenburg Research

#148
post #91

Earlier quoted context omitted.

1. Naked short selling basically doesn't happen anymore. To the extent that it does happen it's a mere technicality and the borrow is found after a couple of days. 2. There is very little money in shorting. Pumping and dumping by making up positive news is much more lucrative. "to the moon" has been a trope for years, and there is no equivalent on the short side. Even the world's most successful short seller Jim Chan…

1. FTDs are at an all time high. Naked short selling is an epidemic. This is provably false. 2. Operational shorting as a part of market making and derivatives strategies is an enormous part of the market. This is also demonstrably false. 3. The DOJ has the resources, not the jurisdiction. Self regulation will always be underfunded. Trying to argue that short selling is an effective form of privatized self regulation…

An increase in failures to deliver does not imply an increase in naked shorting.

Re: I have made the decision to disband Hindenburg Research

#149
post #112

Earlier quoted context omitted.

> Which also means being careful of short selling. There are a number of businesses I know are badly run and will eventually fail, but I cannot find a way to monetize that safely without knowing the timeline for failure.

If you are the only person who thinks that it might fail, one cent put options will be free and you can buy them until the price hits zero, and then you can make a cent. For example, the opportunity to sell $TSLA for $180 in one month costs about thirty cents right now. Keeping this up for ten years would cost $36.

That'd work well for a catastrophic Eron-style collapse, but many companies die a slow death, like Sears.

Re: I have made the decision to disband Hindenburg Research

#150
post #102

Earlier quoted context omitted.

The right music at the right time can be transformative.

I remember listening to the theme song for "The Social Network" often when I was frustrated at work about 12 years ago in a different job in a different state in a different life. Scala & Kolacny Brothers -- Creep It's a haunting choral cover of the Radiohead song.

Glad to know there are other folks that found The Social Network soundtrack as impactful.

I have listened to Hand Cover Bruise first through university and hundreds of times since, often to calm my nerves before some of the biggest milestones of my life.

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