Premier Inc: Breaking Up Isn’t Hard to Do

Kicking off the New Year, Vic Bonilla of Jehoshaphat Research joins Zer0esTV to present his short thesis on Premier Inc. (NASDAQ: PINC). Central to his thesis, Vic believes that Premier’s core competency as a healthcare group purchasing organization (GPO) is a fundamentally terrible business and […]

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.