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Campaigns / Muddy Waters → NMC Health plc
Muddy Waters vs. NMC Health plc

NMC Health plc · NMC

1 deck published between 2020-02-10 and 2020-02-10 — 5 pages, 5 analysed slides total. Outcome: won.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2020-02-10 follow up

    2020 02 MW_NMC_02102020

    5pp · research_note

    Newly disclosed NMC share pledges corroborate Muddy Waters' hidden-debt thesis: likely Enron-style off-balance-sheet financing or subsidies from undisclosed Shetty-family related parties inflating margins.