Old Business, New Accounting Games

Vic Bonilla of Jehoshaphat Research makes the short case on Dun & Bradstreet (DNB). Central to their thesis, Vic believes that the company’s cash flows are vastly overstated, rendering it virtually impossible to pay down its mountain of debt.

Whose Prices Are Swimming Naked?

“JR” of Jehoshaphat Research makes the short case on Service Corporation International (SCI). JR observes that online price transparency has already begun transforming the funeral services industry.