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Topic Archives: Andrew Left

  • Friday File: A New Cyclical Buy

    Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...

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  • Friday File: “Green California Goes Dark” CO-27 pitch, plus Portfolio Updates

    Checking out some teased cobalt ideas, plus updates on Delphi, Lending Club, Shopify and more...

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  • “The Myth of Zulia” (Citron)

    Notes from the Value Investing Congress

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  • Comments

  • He's been awfully consistent in his wrongness on this one so far -- I like Andrew Left, but he really pushed the "Shopif...

  • Don't buy into that crap! That all came about from Citron (Andrew Left) when they were posting fake tweets that Ameritra...

  • Good point. I disagreed with him on that one (he argued that they were inflating numbers through aggressive affiliate ma...

  • Andrew called for a short on SHOP a little more than a year ago, with some nasty allegations. Nothing really came from i...

  • He does a good job, usually... not necessarily when he's shorting just because "it's too expensive," since that's a toug...

  • No way would I bet against Andrew Left. His shorting record is formidable...

  • I read that Shop is scheduled to give an earnings report near end of October and am looking forward to it. I would guess...

  • FYI, Andrew Left at Citron is accusing Ubiquiti of fraud now -- bringing the stock down. He's not always right, but he ...

  • It was a snowball effect of "caution" statements from a bunch of investment banks and analysts, as far as I can tell -- ...

  • Been talkin' to andrew left at citron on my cell phone, incredible....

  • i knew this company for about 3 years from Energy Report news letter. I used to owned 200,000 shares. and lost my shirt,...

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