Contrarian Corpus
Muddy Waters vs. IQE plc

IQE plc · IQE

1 deck published between 2018-02-08 and 2018-02-08 — 17 pages, 17 analysed slides total.

initial thesis

Timeline

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

  1. 2018-02-08 initial thesis

    2018 02 MW_IQE_02082018

    17pp · research_note

    Muddy Waters is short IQE: the compound-semi maker inflated 2015/2016 net income by 58.5%/25.4% via transactions with its Cardiff University JV — an alter ego, not an arm's-length partner.