Discover and read the best of Twitter Threads about #HindenburgResearch
Most recents (13)
#Hindenburg strikes again!
This time against the legendary Carl Icahn.
We know reading 7000 words can be too much for you.
So we have read every word of it and summarized it for you.
No ChatGPT involved :)
A 🧵
Let's go!
This time against the legendary Carl Icahn.
We know reading 7000 words can be too much for you.
So we have read every word of it and summarized it for you.
No ChatGPT involved :)
A 🧵
Let's go!
Carl operates his money through a publicly-listed holding company. He holds an 85% stake.
This #hindenburgresearch report is a masterclass on how to assess a Holdco.
We are not in it for knowing whether its short attempt will be another success or not.
Top 7 insights👇
This #hindenburgresearch report is a masterclass on how to assess a Holdco.
We are not in it for knowing whether its short attempt will be another success or not.
Top 7 insights👇
1. Always check the actual value of the reported investment
Hindenburg says Icahn overstated the value of his holdings by 22% Vs its current NAV.
CMP implies a 218% premium to NAV.🤯
Hindenburg says Icahn overstated the value of his holdings by 22% Vs its current NAV.
CMP implies a 218% premium to NAV.🤯
It's been 1 month since #Hindenburg accused coal giant #Adani of the "largest con in corporate history". How are things looking for Adani? Ahem...
Here’s a round up of bad news rocking Adani’s land-grabbing, climate-wrecking, ecosystem-destroying coal empire this week. 🧵
Here’s a round up of bad news rocking Adani’s land-grabbing, climate-wrecking, ecosystem-destroying coal empire this week. 🧵
"The rout in #Adani Group shares has room to run based on charts that show key stocks in #GautamAdani’s empire may still extend declines to the 85% downside flagged by #HindenburgResearch."
@MSCI_Inc @MoodysInvSvc @BlackRock @Vanguard_Group @Barclays
bloomberg.com/news/articles/…
@MSCI_Inc @MoodysInvSvc @BlackRock @Vanguard_Group @Barclays
bloomberg.com/news/articles/…
“Apart from the future of the billionaire & his business empire, something bigger is on the line: 🇮🇳’s probity in corporate governance & pursuit of a development model in which the state has entrusted a few ultra-rich men with running 🇮🇳’s infrastructure"
telegraphindia.com/india/indias-p…
telegraphindia.com/india/indias-p…
If #Adani are looking for some toxic assets to abandon there's this dirty Australian coal mine that investors universally revile...
Here's another thread of things going very badly for Adani's destructive, climate-wrecking coal empire Feb 20 edition. 🧵 #StopAdani
Here's another thread of things going very badly for Adani's destructive, climate-wrecking coal empire Feb 20 edition. 🧵 #StopAdani
"@Forbes has identified previously unreported transactions involving offshore funds with ties to Vinod Adani that appear designed to benefit the #Adani Group. The deals also lend further credence to #Hindenburg’s allegations..."
forbes.com/sites/johnhyat…
forbes.com/sites/johnhyat…
“Thanks to the ‘convoluted structures’ and ‘multiplicity of subsidiaries’ cited in the #HindenburgReport, #Adani has long been able to finance its dirtier operations with the proceeds of sustainable fund flows.”
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
1. Truth, "LIES" in the eyes of the Believer. The RW machinery went into a wild frenzy proclaiming Narendra Modi as the 'Most Popular Global Leader' Good! BUT!
a. What do you think MPGL means?
b. Who used the term MPGL?
Let's begin our journey on Why & How Truth Lies?
a. What do you think MPGL means?
b. Who used the term MPGL?
Let's begin our journey on Why & How Truth Lies?
2. The Report,
a. is published by Morning Consult
b. it's a US based Political & Data Intelligence firm
c. is called the 'Global Leader Approval Rating'
d. tracks approval ratings of gov leaders
e. covers 22 countries
f. based on a 7-day moving avg of all adults in a given ctry
a. is published by Morning Consult
b. it's a US based Political & Data Intelligence firm
c. is called the 'Global Leader Approval Rating'
d. tracks approval ratings of gov leaders
e. covers 22 countries
f. based on a 7-day moving avg of all adults in a given ctry
3. How the RW machinery sprinkles its spice of LIES
a. The report never mentions Most popular Global leader or any related term
b. It's a result of ctry specific ratings
c. Basically Biden's ratings in USA is 40% & Modi's in India is 78%
d. It's active in 22 countries as on date
a. The report never mentions Most popular Global leader or any related term
b. It's a result of ctry specific ratings
c. Basically Biden's ratings in USA is 40% & Modi's in India is 78%
d. It's active in 22 countries as on date
Things have gone from absolutely horrendous to utterly diabolical for coal giant #Adani. Here’s another thread of bad news that’s hit Adani’s climate-wrecking, forest-annihilating, village-displacing coal empire over the last few days.
#GautamAdani, whose Indian business empire is under pressure over fraud allegations, repaid a $1.1bn share-backed loan last week after facing a margin call of more than $500mn, according to four people with direct knowledge of the matter."
ft.com/content/b5ad18…
ft.com/content/b5ad18…
"Shares of #Adani Group’s flagship firm are still expensive on some metrics despite plunging more than 50%... according to a New York University finance professor known for his expertise on valuation."
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
🚨: The #AdaniGroup has hired ‘#Wachtell’, one of the Wall Street's fiercest defense law firms to take on US short seller #HindenburgResearch, which accused the Indian conglomerate of stock manipulation and fraud.
It is the same firm that Elon Musk hired to fight Twitter.
It is the same firm that Elon Musk hired to fight Twitter.
The development comes as billionaire Gautam Adani remains focused on reassuring investors that his business empire has been built on a strong foundation and faces no financial risk.
“For decades, Wachtell has been among the most sought-after advisers by besieged corporate boards at some of the largest US companies trying to fend off activist investors or hostile takeovers,” the FT said in its article.
1. Mr. Shekhar Gupta is factually incorrect, morally wrong & lacking in journalistic courage
He defends gov & regulator’s inaction in view of the Adani exposé with a fanatic zeal calling it Good Capitalism. That term is evil at so many levels. Good Capitalism. Is Mr. Gupta
He defends gov & regulator’s inaction in view of the Adani exposé with a fanatic zeal calling it Good Capitalism. That term is evil at so many levels. Good Capitalism. Is Mr. Gupta
2. advocating for unbridled laissez-faire giving a free-hand for powerhouses to manipulate with common people’s trust & savings?
Mr. Gupta in the defence of his argument mounts a 5-pointer. Let’s look at each of these
Mr. Gupta in the defence of his argument mounts a 5-pointer. Let’s look at each of these
3. Moral nature of Corruption with or w/o global interlinkages remains the same. What changes is the impact it can have on global economy or perhaps even the investment perception of the nation. On the former, Adani while a giant among the Indian businesses is not big enough to
1. Last yr, we mocked Truth of capital cronyism
A year before we mocked Truth on Covid mismanagement
Last 9yrs, we’ve made it a habit to mock Truth. From GST to Demo, from Farm Bills to Chinese incursions
Fortunately for us, Truth glitters brighter, more
A year before we mocked Truth on Covid mismanagement
Last 9yrs, we’ve made it a habit to mock Truth. From GST to Demo, from Farm Bills to Chinese incursions
Fortunately for us, Truth glitters brighter, more
2. it’s under attack. It’s not an opportunity that knocks but once. It is the light of knowledge that continues to fight darkness
Truth is used to all mocking. Long back it was crucified. It has been shot thrice. Truth-seekers were brandished with blasphemy. Truth survived & made
Truth is used to all mocking. Long back it was crucified. It has been shot thrice. Truth-seekers were brandished with blasphemy. Truth survived & made
3. a wiser, better world
But when you see, feel Truth, embrace it. It needs your courage. Adani, Modi are trying to hide Truth. They’ve bought over or subdued the media. Rahul Gandhi continued to expose them. You didn’t believe him then. Now, it has reached international shores.
But when you see, feel Truth, embrace it. It needs your courage. Adani, Modi are trying to hide Truth. They’ve bought over or subdued the media. Rahul Gandhi continued to expose them. You didn’t believe him then. Now, it has reached international shores.
#AdaniGroup #hindenburgresearch
📍Hindenburg says Adani Group companies have shell companies in Mauritius managed by brother of Gautam Adani i.e. Vinod Adani who pumps in money & manupilates stock market prices
📍Hindenburg says Adani Group companies have shell companies in Mauritius managed by brother of Gautam Adani i.e. Vinod Adani who pumps in money & manupilates stock market prices
📍Shareholding of many Adani Group shows many of these companies listed as FIIs registered in Mauritius. MSCI index has already sought explanation from Adani Group on these disclosures. The same can be checked on Screener.
📍Adani Group Companies have high promoter holdings & in many companies these holdings are pledged. There is hardly any free float of shares and thus stocks are managed like rigged casinos.
Is 𝐀𝐝𝐚𝐧𝐢 𝐆𝐫𝐨𝐮𝐩 on the brink of collapse❓
Let's see history of Short-Seller king Hindenburg
🧵👇
Let's see history of Short-Seller king Hindenburg
🧵👇
♦️ Hindenburg Research LLC is an investment research firm founded by Nathan Anderson in 2017.
♦️ They are best known for releasing research reports on overvalued or fraudulent companies and then shorting them.
♦️ They are best known for releasing research reports on overvalued or fraudulent companies and then shorting them.
♦️ They do their research on the target company by going into their public records and corporate documents.
♦️ Since their existence they have targeted atleast 16 companies and the latest one is Adani Group.
♦️ Since their existence they have targeted atleast 16 companies and the latest one is Adani Group.
1/ Is the Indian market on the verge of its own 'retail investors vs hedge fund' battle?
A thread on #AdaniGroup 🧵
A thread on #AdaniGroup 🧵
2/ Recently, #HindenburgResearch caused Adani group stocks to crash over 15% in a day by alleging that the group was manipulating its accounts! 🚨
Adani's investors lost ₹1 lakh crore in a blink! 👀
Adani's investors lost ₹1 lakh crore in a blink! 👀
3/ Adani's lenders & subsidiaries like #LIC, SBI & Ambuja cement also took a 🔴big hit.
Yet, the group defends that this mischievous report is aimed at hurting Adani Transmission's FPO.
Yet, the group defends that this mischievous report is aimed at hurting Adani Transmission's FPO.
#AdaniGroup vs #Hindenburg
A short seller attack in a week that Adani Enterprises launched a $2.5 billion additional share sale.
$51 billion in market value wiped out across group stocks.
Here's what happened...
It started with India's biggest FPO.
bloomberg.com/news/articles/…
A short seller attack in a week that Adani Enterprises launched a $2.5 billion additional share sale.
$51 billion in market value wiped out across group stocks.
Here's what happened...
It started with India's biggest FPO.
bloomberg.com/news/articles/…
The night before the anchor book opened, #hindenburgresearch, a U.S. based activist short seller published a report making wide ranging allegations against #Adani.
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
#AdaniGroup said the allegations were baseless and that it was considering legal action against #Hindenburg
bloomberg.com/news/articles/…
bloomberg.com/news/articles/…
#BillAckman is a very well respected name in the World of Finance and Hedge Funds. The fact that he actually bothered to comment on #AdaniGroup and #hindenburgresearch suggests that this Episode has become #Mainstream in US FINANCIAL Markets. What does it mean ?
#AdaniGroup #Hindenburg Report will become Main Stream Discussion in the Broad Rooms of all the Major Financial Institutions in the World, Investment Banks, Pension Fund, Sovereign Funds, Hedge Funds, Rating Agencies, ESG agencies, Bond Holders etc
For Now, Most International Banks, International Bond Holders and any intermediaries will PUT any decision Making on #AdaniGroup on Hold and will try and REDUCE EXPOSURE.
