Idea Summaries

Resideo Technologies Ticker: REZI

Two page summary of our view on why REZI is a $0

and headed for a restructuring

Link to e-mail for full report or e-mail at 


Original investment idea summary (January 2020)

Boot Barn Ticker: BOOT

Potential short sale idea summary

Orion Engineered Carbons Ticker: OEC

Potential long investment idea summary