Entries by Citron Research

,

Motorola Solutions – Total Eclipse of the Truth

Investors who choose to believe in the false statements from Motorola Solutions can be as blinded as those who choose to stare at a solar eclipse.

Motorola Solutions (NYSE:MSI) is on the wrong side of a mega-trend (LMR to LTE)
The effects of FirstNet will weaken Motorola pricing power
70%+ of the company’s EBITDA is monopoly priced handsets; increased discounting emerges

FDA FAERS Database Posts Huge Rise in Acthar Deaths and Adverse Events

IT’S TIME TO END THIS DANGEROUS GAME OF GREED NOW!

As if last month’s comments from Express Scripts were not bad enough for Mallinckrodt … The FDA has just disclosed information that could lead to criminal prosecution of Mallinckrodt executives. Three weeks ago, Express Scripts, the PBM whose subsidiaries are responsible for executing the entire delivery chain for Mallinckrodt’s Acthar, made a group of damning statements: that Acthar was an old drug, grossly overpriced, with very limited patient need, and was being used for label indications for which there was no clinical evidence.

THIS JUST GOT MUCH MORE SERIOUS THAN PROFITS

, ,

Today reinforces why $W Wayfair shareholders should be concerned. Multi-channel – Valuation – Supply Chain

Citron Reiterates Wayfair Short Term $50 Target Grocery stocks are getting hit hard today on the fear of Amazon disrupting their supply chains.  Similarly, as Amazon enters furniture, it breaks Wayfair’s strategic hold on it supply chain.  (MAJOR STATED RISK FACTOR IN WAYFAIR FILINGS)   The Gorilla Enters the Room. The market reactions we see […]