@GothamResearch Gotham City Research

Gotham City Research posts on X about company, $tpl, we are, $crto the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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• [--] Week [--] -23%
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Social Influence

Social category influence finance 32.11% stocks 22.02% countries 5.5% cryptocurrencies 4.59% technology brands 2.75% exchanges 2.75% financial services 1.83% travel destinations 0.92%

Social topic influence company 10.09%, $tpl #21, we are 8.26%, $crto 6.42%, $kd #1, $cvna #62, horizon kinetics #3, flow 3.67%, $lb 3.67%, financial 3.67%

Top accounts mentioned or mentioned by @finnbarian @indrastocks @hindenburgres @_kablaa @blue_chip1 @realjimchanos @crypto_condom @vibeship1 @boxlongs @negligible_cap @qtrresearch @willauerprosky @svaperpol @nicoolas @activ8insights @preseidentmusk @misterbien2 @forgeriver @garyhaubold @teabagcapital

Top assets mentioned Texas Pacific Land, Corp. (TPL) Kyndryl Holdings, Inc. (KD) Carvana Co. (CVNA) HORIZON KINETICS HOLDING (HKHC) LandBridge Company LLC (LB) Iron Mountain Inc (IRM) MediBloc (MED) Yala (YALA) JPMorgan Chase (JPM) Alphabet Inc Class A (GOOGL) Burford Capital Limited (BUR) SPDR S&P [---] ETF Trust (SPY) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last [--] hours

"$KD CFO bye bye and SEC Enforcement Where were the signs https://www.gothamcityresearch.com/post/kyndryl-like-the-old-ibm-except-with-an-undisclosed-cost-problem-part-i https://www.gothamcityresearch.com/post/kyndryl-like-the-old-ibm-except-with-an-undisclosed-cost-problem-part-i"
X Link 2026-02-09T12:43Z 46.2K followers, 25.4K engagements

"The Dark Side of Iron Mountain $IRM: from a Melting Ice Cube to a House on Fire Please visit our website for the full report: https://www.gothamcityresearch.com/ https://www.gothamcityresearch.com/"
X Link 2025-11-19T16:34Z 46.2K followers, 23.5K engagements

"@HindenburgRes The below report made some good points about GoFi LLC. However you must read the GoFi [----] AR. It reveals circular flow of money between GoFi and DriveTime. We believe it mirrors what we see going on between $CVNA and DriveTime/Bridgecrest : https://x.com/MinotaurStocks/status/2006302798653366310s=20 $CVNA investors have long reckoned with a web of entities controlled by its largest shareholder Ernest Garcia Jr. These entities and brands include DriveTime Bridgecrest SilverRock and most recently GoFi: https://t.co/P52eo5fjup"
X Link 2026-01-28T17:04Z 46.1K followers, 29.1K engagements

"Dear JP Morgan $CVNA claims it has and may sell its loans to DriveTime. CVNA doesnt specify when nor how much. The DriveTime Annual Report [----] does not disclose that it buys loans from CVNA. The only purchase/sale of loans it disclosed is with GoFi. Both of these cant be true. Youre entitled to your own opinions but not your own facts; stop making stuff up. $JPM is out with their response to @GothamResearch's $CVNA short report I just started making my way through it- it's quite long so at least they put some effor into it but basically they disagree with the report in its entirety and don't"
X Link 2026-01-29T13:50Z 46.1K followers, 76.2K engagements

"Weve uploaded a $CVNA supplemental report https://www.gothamcityresearch.com/post/carvana-bridgecrest-and-the-undisclosed-transactions-and-debts https://www.gothamcityresearch.com/post/carvana-bridgecrest-and-the-undisclosed-transactions-and-debts"
X Link 2026-01-29T14:27Z 46.1K followers, [----] engagements

"Tomorrow we will release a report on a highly levered $10+ billion company. Shares listed in Spain. Though the company's maneuvers reminds us more of NMC Health plc than Let's Gowex we believe shares are uninvestable and will head to zero just as Let's Gowex shares did"
X Link 2024-01-08T21:01Z 46.2K followers, 1.4M engagements

"The Truth about $TPL Horizon and the Asset/Liability Mismatch visit our website for the full report: http://www.gothamcityresearch.com/ http://www.gothamcityresearch.com/"
X Link 2025-07-24T14:46Z 46.2K followers, 46.8K engagements

"From a Bloomberg terminal it looks as if Horizon Kinetics and/or its Founder Murray Stahl are steady long-time buyers of $TPL Stock (see the sea of green below):"
X Link 2025-07-24T14:47Z 46.2K followers, [----] engagements

"Everybody including long-time shareholders and promoters of both $TPL and $LB think Horizon are buying TPL https://x.com/LeoNelissen/status/1948007960896065975 @Vince85623723 Weak sentiment. The only large shareholder that matters is Horizon Kinetics. They are buying https://x.com/LeoNelissen/status/1948007960896065975 @Vince85623723 Weak sentiment. The only large shareholder that matters is Horizon Kinetics. They are buying"
X Link 2025-07-24T14:49Z 46.2K followers, [----] engagements

"Form [--] filings give the appearance that Horizon Kinetics and its CIO Murray Stahl a board member of $TPL are steady and consistent buyers of stock. Horizon Kinetics funds have actually been massive sellers of TPL stock since [----]. We calculate that their TPL position has declined by -34% since the end of [----]. https://twitter.com/i/web/status/1948395448722710914 https://twitter.com/i/web/status/1948395448722710914"
X Link 2025-07-24T14:50Z 46.2K followers, [----] engagements

"Huge $TPL buy from Horizon Kinetics What if we were to tell you that Horizon has actually been massive net sellers of $TPL stock over the last [--] years not buyers Huge $TPL buy from Horizon Kinetics. I think $GOOG should start including our buy/sell tweets in their AI news slop if [--] share is all it takes to be top story. https://t.co/JwkyZyduCG Huge $TPL buy from Horizon Kinetics. I think $GOOG should start including our buy/sell tweets in their AI news slop if [--] share is all it takes to be top story. https://t.co/JwkyZyduCG"
X Link 2025-08-07T17:01Z 46.2K followers, 14.9K engagements

"Read here for more where we explain how Horizon Kinetics have actually been a massive seller not buyer of $TPL shares The Truth about $TPL Horizon and the Asset/Liability Mismatch visit our website for the full report: https://t.co/CBttNBb80l The Truth about $TPL Horizon and the Asset/Liability Mismatch visit our website for the full report: https://t.co/CBttNBb80l"
X Link 2025-08-07T17:02Z 46.2K followers, 11.4K engagements

"Below 👇 is a must read on $CVNA in our opinion. Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk. Echoes some @GothamResearch Just published my forensic short thesis on $CVNA: "Carvana Subprime Auto in Prime Clothing" Stated-income loans everywhere FICO illusion LTVs exploding to 92% (36% underwater) extensions hiding delinquencies. Securitization flywheel at risk. Echoes some @GothamResearch"
X Link 2026-02-05T13:49Z 46.2K followers, 22.5K engagements

"Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime in a closely watched lawsuit against Carvana and its executives alleging they carried out a fraudulent pump and dump scheme - TODAY: We are releasing the DriveTime [----] Annual Report and the GoFI LLC Annual Report we obtained via Freedom of Information Act request along with our report. for our full report DriveTime's"
X Link 2026-01-28T16:24Z 46.2K followers, 300.3K engagements

"Later today we will be releasing a new report on a Company. Our report introduces previously non public information that we legally obtained and believe is a smoking gun. We believe this report will be regarded as the best and most impactful work we've done in our [--] year history. We think this Company will age as one of the biggest Corporate Scandals of America over time. cc: @HindenburgRes @RealJimChanos https://twitter.com/i/web/status/2016516613260894644 https://twitter.com/i/web/status/2016516613260894644"
X Link 2026-01-28T14:20Z 46.2K followers, 203.8K engagements

"Also $KD today: - 10Q filing delayed - continues to burn cash https://investors.kyndryl.com/news-releases/news-release-details/kyndryl-reports-third-quarter-fiscal-2026-results https://investors.kyndryl.com/news-releases/news-release-details/kyndryl-reports-third-quarter-fiscal-2026-results"
X Link 2026-02-09T15:09Z 46.2K followers, [----] engagements

"Had only somebody warned about the various risks to the $CRTO business "
X Link 2019-03-26T16:46Z 42.2K followers, [--] engagements

"Dear Burford Capital: Short Sellers are Important Players in Fulfilling Justice Our full statement regarding litigation finance short selling and Burford Capital: $BUR https://medium.com/@gothamcityresearch/dear-burford-capital-short-sellers-are-important-players-in-fulfilling-justice-4d88d48e6fe6 https://medium.com/@gothamcityresearch/dear-burford-capital-short-sellers-are-important-players-in-fulfilling-justice-4d88d48e6fe6"
X Link 2019-08-11T15:04Z 42.2K followers, [--] engagements

"By gentlemen short selling we are referring to passive short selling meaning shorting quietly"
X Link 2021-01-29T14:15Z 42.2K followers, [--] engagements

"Short selling is always dangerous but rarely this dangerous: https://t.co/GH3qbVtlcC https://t.co/GH3qbVtlcC"
X Link 2021-06-24T12:59Z 42.2K followers, [--] engagements

"@QTRResearch Short selling risk factors: Lose money ✅ Lawsuits ✅ Regulatory scrutiny ✅ Targeted Harassment ✅ Physical violence actual death threats ✅"
X Link 2021-06-24T13:03Z 42.2K followers, [--] engagements

"Stony Point slaying victim Matt Farrell @WillauerProsky was author and arts provocateur https://dailyprogress.com/news/stony-point-slaying-victim-was-author-and-arts-provocateur/article_571176f4-5574-11ed-badd-87dc80cd98cb.html https://dailyprogress.com/news/stony-point-slaying-victim-was-author-and-arts-provocateur/article_571176f4-5574-11ed-badd-87dc80cd98cb.html"
X Link 2022-10-27T02:24Z 42.2K followers, [--] engagements

"We believe $TPL stock is up over 4x since [----] due to forced price insensitive buyers and misplaced confidence in Horizon. $TPL business is inflecting into a lower quality capital intensive business with less growth and lower ROICs. We believe shares will approach $361-$440 per share implying 53%-61% downside vs current price"
X Link 2025-07-24T14:53Z 41.8K followers, [----] engagements

"$TPL stock was up 100x from 2002-2019 tracking its EPS growth which also grew 100x. Amazing but in the rearview. From 2019-2024 EPS only grew 1.4x yet the stock 4.2x. $TPL EPS growth at similar rates to $SPY but stock is up far more vs $SPY since [----]. https://x.com/Arya__Deniz/status/1948398998894641618 https://x.com/Arya__Deniz/status/1948398998894641618"
X Link 2025-07-24T15:13Z 41.8K followers, [----] engagements

"$TPL spent $471 million on acquiring assets in [----] more than in the previous [--] years (2002-2023) - combined (TPL spent $336 million between 2002-2023). TPL is inflecting from capital light to capital intensive. Being dealt a royal flush does not make one a good poker player"
X Link 2025-07-24T15:16Z 41.8K followers, [----] engagements

"The $KD results validate what we said in our 2nd KD report: KD is a melting ice cube with a consulting mirage. The so-called "consulting" business is not offsetting organic decline and worse is seeding the businesses' obsolesence from $AMZN $MSFT $GOOGL WE REMAIN SHORT $KD https://x.com/GothamResearch/status/1905268411656962071 https://x.com/GothamResearch/status/1905268411656962071"
X Link 2025-08-05T12:20Z 41.8K followers, [----] engagements

"$KD operating cash flow DECLINED YoY for the [--] months ending in September [----] and Free cash flow remains negative and worse YoY: . @GothamResearch now that $KD posted strongly positive op cash flow positive GAAP and adjusted figures $400M more in buybacks reaffirms $550M FCF this FY (ending [--] months) $1B FCF by FY28 (which starts [--] mo from now): https://t.co/792AGC58nP . @GothamResearch now that $KD posted strongly positive op cash flow positive GAAP and adjusted figures $400M more in buybacks reaffirms $550M FCF this FY (ending [--] months) $1B FCF by FY28 (which starts [--] mo from now):"
X Link 2025-11-05T13:05Z 42.1K followers, 13.1K engagements

"$KD Total revenue declined for the quarter both in reported and constant currency terms:"
X Link 2025-11-05T13:06Z 41.8K followers, [----] engagements

"link to the $IRM report: https://www.gothamcityresearch.com/post/the-dark-side-of-iron-mountain-from-a-melting-ice-cube-to-a-house-on-fire https://www.gothamcityresearch.com/post/the-dark-side-of-iron-mountain-from-a-melting-ice-cube-to-a-house-on-fire"
X Link 2025-11-19T16:35Z 42.2K followers, [----] engagements

"We believe $IRM manipulates adjusted leverage & EBITDA to artificially reduce reported leverage to 5x when we calculate it as 9x"
X Link 2025-11-19T16:38Z 42.2K followers, [----] engagements

"MDC Partners (ticker = $MDCA): Like Valeant But with Understated Debts - Price target $1.00 per share https://gothamcityresearch.com/2016/04/29/mdc-partners-ticker-mdca-like-valeant-pharmaceuticals-but-with-understated-debts/ https://gothamcityresearch.com/2016/04/29/mdc-partners-ticker-mdca-like-valeant-pharmaceuticals-but-with-understated-debts/"
X Link 2016-04-29T14:02Z 42.2K followers, [--] engagements

"Harvard Professor Ben Edelman who has a track record of exposing ad fraud companies warns against Criteo (only available on Bloomberg):"
X Link 2017-09-18T19:11Z 42.2K followers, [--] engagements

"Why we do what we do.for the fans:"
X Link 2017-09-27T20:09Z 42.2K followers, [--] engagements

"After considering early retirement we've decided instead to release a report within the next [--] days to celebrate our near 5-year anniversary of our $TTS report: "The Tile Shop: Like Crazy Eddies But With An Undisclosed Related Party and A Chinese Twist Stay tuned"
X Link 2018-09-20T14:34Z 46.2K followers, [--] engagements

"Medifast (NASDAQ: $med ): Like Lumber Liquidators But With Undisclosed Toxic Metals and A Supply Chain Twist PART I - https://www.gothamcityresearch.com/single-post/2018/09/20/Medifast-NASDAQ-MED-Like-Lumber-Liquidators-But-With-Undisclosed-Toxic-Metals-and-A-Supply-Chain-Twist-PART-I https://www.gothamcityresearch.com/single-post/2018/09/20/Medifast-NASDAQ-MED-Like-Lumber-Liquidators-But-With-Undisclosed-Toxic-Metals-and-A-Supply-Chain-Twist-PART-I"
X Link 2018-09-20T15:36Z 46.2K followers, [--] engagements

"$MED quietly -26% today trading at $159 per share as of this moment. We believe several problems not covered in our reports will be revealed over the next 6-12 months. More downside to come. Stay tuned"
X Link 2018-11-07T17:31Z 46.2K followers, [--] engagements

"Today Germanys securities regulator BAFIN imposed a ban on a single issuer Wirecard. This action is an unprecedented action as it is the first such ban of an individual stock in its history (though BAFIN and other regulators outlawed shorting of bank shares in 2008)"
X Link 2019-02-18T13:35Z 46.2K followers, [--] engagements

"This unprecedented short selling ban like other bans that preceded it appears to be motivated by the desire to calm financial markets. Short selling bans rarely achieve the desired effects. In fact Gotham City Research believes these bans often have the exact opposite effect"
X Link 2019-02-18T13:41Z 46.2K followers, [--] engagements

"Gotham City Research initiated coverage of $MED last year with a strong sell opinion. Shares are down -30% today hitting the upper end of our price target. We will be providing our updated thoughts on $MED shares today. Medifast (NASDAQ: $med ): Like Lumber Liquidators But With Undisclosed Toxic Metals and A Supply Chain Twist PART I - https://t.co/C0xVOinHFE Medifast (NASDAQ: $med ): Like Lumber Liquidators But With Undisclosed Toxic Metals and A Supply Chain Twist PART I - https://t.co/C0xVOinHFE"
X Link 2019-11-08T14:39Z 46.2K followers, [--] engagements

"We are cautious buyers of equities today. Stay safe and healthy This too will pass"
X Link 2020-03-12T14:14Z 46.2K followers, [--] engagements

"Dear South Korea Italy Spain the United Kingdom & other countries restricting short selling: short selling bans destabilize the financial system incite panic and leads to selling of equities. Why Short selling is insurance. If you eliminate insurance people panic & sell"
X Link 2020-03-13T07:22Z 46.2K followers, [--] engagements

"Good morning. We will be sharing our thesis later today on a company whose shares we are long. Stay tuned"
X Link 2020-04-02T10:03Z 46.2K followers, [--] engagements

"We are long Criteo $CRTO . We hope shares decline so we can buy more. Short and sweet writeup explaining why:"
X Link 2020-04-02T14:47Z 46.2K followers, [--] engagements

"Friendly reminder: we have NEVER seen any market regulator in any jurisdiction - other than in Germany - ban short selling of just a single issuer. This extraordinary action last year merits a thorough explanation especially in light of todays Wirecard news. Today Germanys securities regulator BAFIN imposed a ban on a single issuer Wirecard. This action is an unprecedented action as it is the first such ban of an individual stock in its history (though BAFIN and other regulators outlawed shorting of bank shares in 2008). Today Germanys securities regulator BAFIN imposed a ban on a single"
X Link 2020-06-18T16:13Z 46.2K followers, [--] engagements

"Maybe BAFIN owes the @FT an apology Financial restitution for the following:"
X Link 2020-06-18T16:46Z 46.2K followers, [--] engagements

"The Wirecard fraud thesis - from 2008: https://valueandopportunity.com/2020/06/19/wirecard-the-german-enron-a-very-personal-history-2008-2020/ https://valueandopportunity.com/2020/06/19/wirecard-the-german-enron-a-very-personal-history-2008-2020/"
X Link 2020-06-19T07:36Z 46.2K followers, [---] engagements

"Bull markets are born on pessimism grown on skepticism mature on optimism and die on euphoria. - John Templeton Happy (almost) New Year Know what you own for 2021"
X Link 2020-12-31T13:48Z 46.2K followers, [--] engagements

"Short selling is always and everywhere a dangerous proposition: that being said there have been far worse times to get into gentlemen short selling. The ducks have just about all lined up"
X Link 2021-01-29T14:13Z 46.2K followers, [--] engagements

"Being bullish short selling right now is like being a cautious buyer of equities last year in March [----]. You cant time the bottom but its the right posture: We are cautious buyers of equities today. Stay safe and healthy This too will pass We are cautious buyers of equities today. Stay safe and healthy This too will pass"
X Link 2021-01-29T14:17Z 46.2K followers, [--] engagements

"We will be sharing our opinions on a $2 billion market value company today. Stay tuned"
X Link 2021-02-25T14:48Z 46.2K followers, [--] engagements

"Our thoughts on Criteo: We believe the business and the stock $CRTO have room to 🚀🚀🚀 thread"
X Link 2021-02-25T16:06Z 46.2K followers, [--] engagements

"Not a promise but we will consider talking about shorts too. WTF @GothamResearch back from the dead They just walk in fuk shit up walk out and come back every [--] years LOL 👀👀👀 WTF @GothamResearch back from the dead They just walk in fuk shit up walk out and come back every [--] years LOL 👀👀👀"
X Link 2021-02-25T16:23Z 46.2K followers, [--] engagements

"$YALA reminds us of Lets Gowex and Luckin Coffee $LK. We are short $YALA"
X Link 2021-05-19T15:21Z 46.2K followers, [--] engagements

"Does this $YALA make sense We think no. World leading revenue growth and cash flow generation coupled with: A business supposedly based in Africa CFO/auditor in East Asia and investor base in North America Some of you might see a unicorn. We see an ugly duck"
X Link 2021-05-19T15:32Z 46.2K followers, [--] engagements

"Dan of Gotham City Research will be joining @herbgreenberg Nate of @HindenburgRes and @sharesleuth to discuss short selling later today. For those unfamiliar with Gotham here is our track record (on publicly disclosed short positions): Congrats to @ClarityToast (Nate) on the FT article below. Reminder that Nate will be joining me @sharesleuth @LongShortTrader on a panel regarding activist short-selling moderated by @lopezlinette at FraudFest [--] next week. Details: https://t.co/06I9n9KJdb Congrats to @ClarityToast (Nate) on the FT article below. Reminder that Nate will be joining me"
X Link 2021-06-25T12:41Z 46.2K followers, [--] engagements

"A bull market in single stock short selling began in February of last year (see below). While we believe this trend remains intact with years remaining in it The risk of a countertrend rally seems very high and may begin fairly soon. Short selling is always and everywhere a dangerous proposition: that being said there have been far worse times to get into gentlemen short selling. The ducks have just about all lined up. Short selling is always and everywhere a dangerous proposition: that being said there have been far worse times to get into gentlemen short selling. The ducks have just about"
X Link 2022-05-06T14:43Z 46.2K followers, [--] engagements

"@WillauerProsky Matt Farrell Your dedication to speaking truth to power was only surpassed by your kindness and the nobility of your character. May we meet once again ❤ Dan"
X Link 2022-10-26T21:46Z 46.2K followers, [--] engagements

"Testing testing [--] [--] 3"
X Link 2023-06-19T15:07Z 46.2K followers, 19K engagements

"9 years ago we exposed two outliers listed in Europe: Let's Gowex and Quindell plc. Tomorrow we will release a report on a company who we strongly suspect will join the Pantheon of Europe-listed outliers. In the interim feel free to guess this outlier's attributes: Fictitious revenue Fictitious cash none of the above Hidden related party deal Fictitious revenue Fictitious cash none of the above Hidden related party deal"
X Link 2023-06-21T15:37Z 46.2K followers, 111.5K engagements

"SES Imagotag SESL: THE CIRCULAR DANCE WITH A CHINESE TWIRL PART I https://www.gothamcityresearch.com/post/ses-imagotag-sesl-the-circular-dance-with-a-chinese-twirl-part-i https://www.gothamcityresearch.com/post/ses-imagotag-sesl-the-circular-dance-with-a-chinese-twirl-part-i"
X Link 2023-06-22T06:46Z 46.2K followers, 120.4K engagements

"We are releasing Part II of our SES Imagotag report tomorrow on http://www.gothamcityresearch.com/ http://www.gothamcityresearch.com/"
X Link 2023-07-06T15:37Z 46.2K followers, 40.2K engagements

"SES Imagotag: The Fish Rots from the Head Part II read here: https://www.gothamcityresearch.com/post/ses-imagotag-the-fish-rots-from-the-head-part-ii https://www.gothamcityresearch.com/post/ses-imagotag-the-fish-rots-from-the-head-part-ii"
X Link 2023-07-07T06:44Z 46.2K followers, 52.3K engagements

"Gotham City Research Response to the SES Imagotag July [--] Press Release https://www.gothamcityresearch.com/post/response-to-the-ses-imagotag-july-10-press-release https://www.gothamcityresearch.com/post/response-to-the-ses-imagotag-july-10-press-release"
X Link 2023-09-11T06:46Z 46.2K followers, 40.3K engagements

"Grifols SA: Scranton and the Undisclosed Debts for the full report - https://www.gothamcityresearch.com/post/grifols-sa-scranton-and-the-undisclosed-debts https://www.gothamcityresearch.com/post/grifols-sa-scranton-and-the-undisclosed-debts"
X Link 2024-01-09T06:45Z 46.2K followers, 734.3K engagements

"Both GRF and Scranton Enterprises (a Grifols family vehicle) fully consolidate BPC + Haema. BPC + Haema are very material to both GRF and Scranton's earnings and overall financial statements. We believe this treatment is deceptive and incorrect. Are their creditors aware"
X Link 2024-01-09T06:45Z 46.2K followers, 59.7K engagements

"Grifols' recently appointed CEO is being hailed as a change in direction but he has been with Grifols since [----] and on the board when the suspect transactions we describe in our report occurred. We find him heavily conflicted and a Grifols in everything but name"
X Link 2024-01-09T06:55Z 46.2K followers, 33.9K engagements

"GRF shareholders due to minority interests own shares in a loss-making entity that is heavily indebted. We believe GRF manipulates reported debt & EBITDA to artificially reduce leverage to 6x which we believe is closer to 10x-13x. Should we be correct then GRF equity = 0"
X Link 2024-01-09T06:59Z 46.2K followers, 63.5K engagements

"If you are having trouble accessing our Grifols report try this link here: https://www.scribd.com/document/697614403/Grifols-SA-Scranton-and-the-Undisclosed-Debts https://www.scribd.com/document/697614403/Grifols-SA-Scranton-and-the-Undisclosed-Debts"
X Link 2024-01-09T07:50Z 46.2K followers, 67.2K engagements

"We have many question + observations regarding Grifols. At this moment we will leave you with one question that NO ONE has addressed: Do Grifols' banks and creditors know that Grifols AND Scranton BOTH FULLY CONSOLIDATE Haema and BPC Plasma onto their financial statements"
X Link 2024-01-11T13:03Z 46.2K followers, 130.6K engagements

"Grifols: Free cash flow"
X Link 2024-02-29T15:11Z 46.2K followers, 23.6K engagements

"El expresidente Vctor Grifols deba a Grifols [---] millones que devolvi este mes de enero Former president Vctor Grifols owed Grifols [---] million which he returned this January https://www.elconfidencial.com/empresas/2024-03-01/victor-grifols-deuda-grifols_3840512/ https://www.elconfidencial.com/empresas/2024-03-01/victor-grifols-deuda-grifols_3840512/"
X Link 2024-03-01T07:57Z 46.2K followers, 65.5K engagements

"From the article (translated): "If investors expected less connection between Grifols and Scranton Enterprises BV the Dutch-based Grifols' holding company that controls 8.1% of Grifols what they have found is more. More cross interests and more financial ties.""
X Link 2024-03-01T08:00Z 46.2K followers, [----] engagements

""Grifols has refused to answer any questions about the origin of this debt in question: neither the date on which it was settled nor the reason for providing such a large amount nor the interest rate nor if there were guarantees for the company.""
X Link 2024-03-01T08:00Z 46.2K followers, 15.7K engagements

"Grifols SA: How an advance payment becomes a loan Part I https://www.gothamcityresearch.com/post/grifols-sa-how-an-advance-payment-becomes-a-loan-part-i https://www.gothamcityresearch.com/post/grifols-sa-how-an-advance-payment-becomes-a-loan-part-i"
X Link 2024-03-06T07:45Z 46.2K followers, 39.8K engagements

"Grifols SA: The BPC Value Transfer https://www.gothamcityresearch.com/post/grifols-sa-the-bpc-value-transfer-a-k-a-how-an-advance-payment-becomes-a-loan-part-ii https://www.gothamcityresearch.com/post/grifols-sa-the-bpc-value-transfer-a-k-a-how-an-advance-payment-becomes-a-loan-part-ii"
X Link 2024-05-14T06:44Z 46.2K followers, 24.3K engagements

"Which French listed company might 👇 be referring to 🤔 There is a French listed company which last year was accused of round tripping with a major supplier. A major supplier is also a large shareholder in said company 🤷🏼♂. Nine months later and that supplier / shareholder has corrected its inventory and reported its sales at -25% There is a French listed company which last year was accused of round tripping with a major supplier. A major supplier is also a large shareholder in said company 🤷🏼♂. Nine months later and that supplier / shareholder has corrected its inventory and reported its"
X Link 2024-05-24T06:49Z 46.2K followers, 30.7K engagements

"Moodys Ratings decided to withdraw its credit ratings of Grifols related loans because it believes it has insufficient or otherwise inadequate information to support the maintenance of the ratings on Friday July [--] 2024"
X Link 2024-07-15T07:50Z 46.2K followers, 30.7K engagements

"Grifols New Auditor Discovers Non-Cash Accounting Discrepancy"
X Link 2024-07-30T12:01Z 46.2K followers, 23.2K engagements

"Brookfield's takeover bid on Grifols is complicated because it does not trust the accounts of its subsidiary in China La OPA de Brookfield sobre Grifols se complica porque no se fa de las cuentas de su filial en China https://okdiario.com/economia/opa-brookfield-sobre-grifols-complica-porque-no-fian-cuentas-filial-china-13309984 https://okdiario.com/economia/opa-brookfield-sobre-grifols-complica-porque-no-fian-cuentas-filial-china-13309984"
X Link 2024-08-13T07:24Z 46.2K followers, 31.3K engagements

"New report tomorrow. Europe"
X Link 2024-09-25T15:40Z 46.2K followers, 102.9K engagements

"BROOKFIELD IS WALKING AWAY OVER VALUATION DISAGREEMENT - BBG"
X Link 2024-11-27T08:04Z 46.2K followers, 23.8K engagements

"Why did Brookfield walk away from acquiring Grifols According to Bloomberg news one of the reasons: Brookfield was not getting the information it needed in going over the Grifols books"
X Link 2024-11-28T08:29Z 46.2K followers, 26.8K engagements

"Frauds upon hearing @HindenburgRes is retiring: A Personal Note From Our Founder https://t.co/OOMtimC0gV A Personal Note From Our Founder https://t.co/OOMtimC0gV"
X Link 2025-01-16T00:35Z 46.2K followers, 17.4K engagements

"Kyndryl and its Deliberately Misleading Statement we explain why we believe $KD is trying to mislead investors Read here: https://www.gothamcityresearch.com/post/kyndryl-and-its-deliberately-misleading-statement https://www.gothamcityresearch.com/post/kyndryl-and-its-deliberately-misleading-statement"
X Link 2025-03-28T13:20Z 46.2K followers, [----] engagements

"This is probably not a bad time to reduce risk"
X Link 2025-07-21T20:17Z 46.2K followers, 28.8K engagements

"When some are openly touting how things can only go right - promoting 100x baggers everyday - maybe it isnt a bad idea to think about what can go wrong"
X Link 2025-07-21T20:19Z 46.2K followers, [----] engagements

"We aim to find new 100-baggers every 4-6 months 🤔"
X Link 2025-07-21T20:21Z 46.2K followers, [----] engagements

"Tomorrow we plan on discussing two different companies. In two separate reports. Both are US-listed. Stay tuned"
X Link 2025-07-23T20:01Z 46.2K followers, 27.9K engagements

"We will be releasing a $LB report later this week"
X Link 2025-07-30T13:36Z 46.2K followers, 10.9K engagements

"Germany's Securities Regulator - BaFin - Sees indication Mutares Violated Accounting Standards. We warned September of last year that we see accounting irregularities particularly regarding MUX balance sheet's reported cash position and receivables. It seems BaFin also has concerns about MUX's balance sheet"
X Link 2025-08-01T10:45Z 46.2K followers, [----] engagements

"In our MUX report that we published last September we expressed concerns about MUX's accounting and also expressed our opinion that Mutares SE & Co. KGaA profits are driven by a circular funding scheme. $LB reminds us of MUX. We believe MUX used related/affiliated parties to artificially boost results. We believe $LB used related parties to artificially boost its results. $LB may not be a copy of MUX but it seems to rhyme with MUX for the reasons we explained in our report"
X Link 2025-08-01T10:46Z 46.2K followers, [----] engagements

"next week*. We just received new information and analysis that will clarify some widely believed misconceptions"
X Link 2025-08-01T20:01Z 46.2K followers, [----] engagements

"Landbridge Holdings $LB: Questions for Management and How the Bulls Related Party Math Does Not Add Up full report: https://www.gothamcityresearch.com/post/landbridge-holdings-questions-for-management-and-how-the-bulls-related-party-math-does-not-add-up https://www.gothamcityresearch.com/post/landbridge-holdings-questions-for-management-and-how-the-bulls-related-party-math-does-not-add-up"
X Link 2025-08-06T13:33Z 46.2K followers, [----] engagements

"Gotham City Researchs Formal Response to Gowex & Jenaro Garcia Martins Public Confession - http://t.co/gOFBCIQrsm cc: QPP Quindell $EBIX http://gothamcityresearch.com/ http://gothamcityresearch.com/"
X Link 2014-07-07T12:23Z 46.2K followers, [--] engagements

"We've found a company that gets us just as excited as Quindell and Gowex did. We think the shares of this company will go to zero"
X Link 2015-04-28T13:33Z 46.2K followers, [--] engagements

"In "Quindell: A Country Club Built on Quicksand" we claimed 42%-80% of profits suspect. Quindell finally confesses: http://t.co/SvBpz5HEkV http://www.quindell.com/wp-content/downloads/2015/Investor/AR2014.pdf http://www.quindell.com/wp-content/downloads/2015/Investor/AR2014.pdf"
X Link 2015-08-05T11:39Z 46.2K followers, [--] engagements

"Quindell and former #QPP CEO Robert Terry's defamation lawsuit & statements against us were defamatory malicious & untrue. For the record"
X Link 2015-08-05T11:41Z 46.2K followers, [--] engagements

"Regarding Theranos: the last time we saw a company's customers publicly disputing & questioning its relationship with the company was Gowex"
X Link 2015-10-24T17:23Z 46.2K followers, [--] engagements

"We have a few announcements coming in the near future. Stay tuned"
X Link 2016-04-28T15:24Z 46.2K followers, [--] engagements

"We are initiating coverage on a new company tomorrow. Reminds us of Valeant & Quindell before they imploded. We estimate 96+% downside"
X Link 2016-04-28T20:17Z 46.2K followers, [--] engagements

"$HAIN down -27% on accounting investigation. $Hain CEO Irwin Simon is a Board Member of $MDCA & member of $MDCA audit committee"
X Link 2016-08-16T14:41Z 46.2K followers, [--] engagements

"Aurelius Equity Opportunities SE & Co KGaA: The Next Arques AG or the next Philip Green https://gothamcityresearch.com/2017/03/28/aurelius-equity-opportunities-se-co-kgaa-the-next-arques-ag-or-the-next-philip-green/ https://gothamcityresearch.com/2017/03/28/aurelius-equity-opportunities-se-co-kgaa-the-next-arques-ag-or-the-next-philip-green/"
X Link 2017-03-28T11:06Z 46.2K followers, [--] engagements

"Gotham City Research is Initiating Coverage on Criteo SA $CRTO : Why Does Criteo Refuse to Reveal to its Clients Where Their Ads Are Placed"
X Link 2017-09-15T15:08Z 46.2K followers, [--] engagements

"Criteo: The true Fraudster in the Adtech Industry Today We are release our first report on Criteo $CRTO : https://gothamcityresearch.com/2017/09/21/criteo-the-true-fraudster-in-the-adtech-industry/ https://gothamcityresearch.com/2017/09/21/criteo-the-true-fraudster-in-the-adtech-industry/"
X Link 2017-09-21T15:25Z 46.2K followers, [--] engagements

"JP Morgan Chase Banks Chief Marketing Officer slams ad tech vendors like Criteo for perpetuating fraud:"
X Link 2017-10-06T19:39Z 46.2K followers, [--] engagements

"We wrote to Apple last week explaining why we believe Criteo's ITP workaround is both dangerous & illegal. Here is Apple's response to us:"
X Link 2017-10-12T17:30Z 46.2K followers, [--] engagements

"On October 12th we wrote a report titled: "Criteo SA (NASDAQ: $CRTO): Why We Believe Criteos Undisclosed Practices are Illegal and Harmful to Advertisers" Reposting for those who did not get a chance to read it (FYI there are more shoes to drop). https://www.gothamcityresearch.com/single-post/2017/10/12/Criteo-SA-NASDAQ-CRTO-Why-We-Believe-Criteo%E2%80%99s-Undisclosed-Practices-are-Illegal-and-Harmful-to-Advertisers https://www.gothamcityresearch.com/single-post/2017/10/12/Criteo-SA-NASDAQ-CRTO-Why-We-Believe-Criteo%E2%80%99s-Undisclosed-Practices-are-Illegal-and-Harmful-to-Advertisers"
X Link 2017-12-14T16:12Z 46.2K followers, [--] engagements

"On September 21st we wrote "Criteo: The true Fraudster in the Adtech Industry" $CRTO stock promoters dismiss us for being wrong about Criteo & ad fraud. If so why did Criteo start offering domain level transparency starting November https://www.gothamcityresearch.com/single-post/2017/09/21/Criteo-The-true-Fraudster-in-the-Adtech-Industry-1 https://www.gothamcityresearch.com/single-post/2017/09/21/Criteo-The-true-Fraudster-in-the-Adtech-Industry-1"
X Link 2017-12-14T16:33Z 46.2K followers, [--] engagements

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