short seller

Spruce Point Capital

3 documents across the library, active from 2014 to 2018.

3 Documents

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Spruce Point Capital 2018-01-25

Ballard Power Systems BLDP

Ballard's 167% 2017 rally rests on a fragile China fuel-cell story with weak partners and zero insider skin; expect a repeat of the Azure failure and 35-70% downside to $1.15-$2.50.

N4 V3 C3

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Spruce Point Capital 2017-01-12

MGP Ingredients, Inc. MGPI

MGPI's whiskey-premiumization rerating is an illusion: Diageo is going in-house, inventory is stranded, and insiders are selling — shares should collapse 60-70% to $16-$21.

N4 V3 C3

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Spruce Point Capital 2014-05-20

iRobot Corp IRBT

IRBT is a narrow consumer-vacuum company riding a robotics bubble; aggressive accounting, insider selling and a decaying moat point to $20-$25, or 25-40% downside.

N4 V3 C3

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