Litigation Finance company Burford Capital was “attacked” by Muddy Waters but tries to strike back
Italian based, AIm listed “bio plastic unicorn” Bio-on also was attacked by a short seller
Madison Square Garden Spin-off analysis
The Valuesque blog explains how companies can pump up Goodwill even after an acquisition
A detailed look into UK “quality stock” AG Barr
John Kingham (UK Value Investor) with an analysis of UK bus operator Stagecoach
Paul Singer /Elliott wants to split up Scout24. Their more detailed publication can be found here.
And fresh from the oven, there is Rob Vinall H12019 investor letter for his Owner’s Fund (registration needed)