69 documents showing 61–69

FMCN's 'independent' verification of its 185,174 LCD network counted 30,500 cardboard posters as LCDs, confirming Muddy Waters' fraud thesis and impugning all reported financials.

CP has the worst operating ratio of any Class I railroad while closest peer CN has the best

GMCR's $9 EPS bull case ignores a smaller TAM, falling K-cup attachment rates, a September 2012 patent cliff, and accounting shenanigans at fulfillment agent MBlock — realistic EPS is ~$3.50.

Yahoo's Asian assets and cash alone cover its $14 price; with a new board and unlocked 40% Alibaba stake, intrinsic value is $20-32 per share — 40-122% upside.

Sino-Forest is a fraud: its Authorized Intermediary structure fabricates timber revenue, its Yunnan holdings are overstated by ~$900M, and equity is worth less than $1 vs. $18.21.

Mall REITs still trade at 7.8% cap rates vs. 6.3% Baa — a historically wide spread

CXW trades at a 12% cap rate vs ~7% for Health Care REITs with near-identical attributes

McDonald's is fundamentally not a restaurant company — 78-86% of EBITDA comes from Brand McDonald's

Hess has underperformed every relevant peer over every time frame of John Hess's 17-year CEO tenure