Dan David of Wolfpack Research presents his short thesis on Innodata (INOD). Dan’s work shows that, despite touting itself as an AI company, the company has spent virtually no capital on Research & Development (“R&D”), while also lacking a Chief Technology Officer.
Carson Block, Founder of Muddy Waters Capital, makes the case that Fairfax Financial Holdings (FFH CN) is more akin to the ‘GE of Canada’ than claims of being another Berkshire disciple.
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.
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