The End of Henry Morgan
Five years ago, I published a series of reports on a group of “pirate” companies after identifying concerns in public filings. For the first time, here is the full story.
Metro Bank: Peak Uncertainty
Metro Bank (LON:MTRO) is undergoing a multi-year turnaround under new CEO Daniel Frumkin. Here’s my take on the work so far, and the chance of success.
Fixed Fee Funds Management: So Insane, It Just Might Work
Fixed fee funds management. A look at why it might – and why it mightn’t -work.
Sezzle’s Precipice
After Xinja’s Pivot, I’m coining Sezzle’s Precipice to describe a company that stands on the knife edge of catastrophic failure. Whether Sezzle tips over the eponymous precipice or skates along the top before riding off into the sunset is yet to be seen. (I wrote some preliminary thoughts on the company late last year). After …
