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Citron Research - Twitter

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Sector Shorts
Content Type Commentary
Website Twitter
Paywall No

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Average Rating 9.3
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Ranking 61

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Freedom Holdings- Imagine if FTX violated Russian Sanctions $FRHC auditors recently fined and banned from PCAOB for not doing proper diligence on this obvious scheme full report

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April 19, 2023, 3:26 p.m.

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Hate to disagree with @HedgeyeRetail but can't imagine $RH trading to $1,000 without being acquired first. The list is long, but LVMH seems like an obvious suitor who will let Gary follow through with the vision. $RH is so far in front of any competition for scaled taste. If…

March 30, 2023, 2:40 p.m.

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What the heck is going on with @jimcramer that being on the wrong side of a stock equates to your "funeral"? How many "funerals" would we have we had for Cramer? This new go-to term makes him sound amateurish and angry. Not a good look.

March 29, 2023, 1:45 p.m.

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Citron Research has been an active participant on Twitter for over 12 years and continues to do so. We spend too much time dealing with class-action attorneys and trolls about previous tweets that we deleted them. No reason to pat ourselves on the back for many years of great…

March 14, 2023, 3:51 p.m.

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3/ When the AG opens the Ethereum Network kimono we expect the secrets of the to be just as bad as any shadowy organization with: self dealings, shady ICO transactions, multiple attempts to avoid federal laws of taxation and securities, all while being controlled by a small…

March 10, 2023, 12:24 p.m.

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6/ Think about it this way at $175 bil ETH has same mkt cap as $DIS or for $175 bil you can buy Open AI + $LULU $CMG & $TWTR.

March 10, 2023, 12:24 p.m.

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5/ Our opinion that Vitaliks public charity efforts are reminiscent of the SBF effective altruism coverup combined with tax avoidance.

March 10, 2023, 12:24 p.m.

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4/ …group of people under a guise of decentralization. When $ETH changed to proof of stake it jumped the Howey Test and showed its true face to be an investment vehicle and not the ridiculous promise of smart contracts.

March 10, 2023, 12:24 p.m.

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2/ This is not a comment on $BTC which is an alternative asset but $ETH which instead of a promised "network" has become a security and now the @NewYorkStateAG is going to end the charade.

March 10, 2023, 12:24 p.m.

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1/ The situation in Ethereum could get real ugly. If $ETH would be worth same as ChatGPT parent OpenAi it would put price of $ETH around $350.

March 10, 2023, 12:24 p.m.

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8/ Trading more than 50% below cash is a real ugly...we will continue to monitor download data and will inform readers if this heartbeat gets any stronger. Joe, SHOW US WHAT YOU GOT. As for what Temu knows that Wish doesn't we are still clueless

Feb. 28, 2023, 2:39 p.m.

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7/ We have noticed a better product mix on the WISH app which is encouraging and we note an interesting tweet last week by Mark Andreesen.

Marc Andreessen
Overheard in Silicon Valley: “The future is being forged in the low status parts of the Internet where elites don't tread.”

Feb. 28, 2023, 2:39 p.m.

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6/ CEO Joe Yan firmly believes market has underestimated WISH potential and spoke with conviction. He is a seasoned $AMZN $GOOG $BABA exec. CFO Vivian believes she can exert the financial discipline. Do we believe that?? Maybe. Stock not going to $5 but at $1.50 its a triple.

Feb. 28, 2023, 2:39 p.m.

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5/ On our video call with management we pressed the question if they are just buying themselves a job until bankruptcy (which market is expecting) OR do they really think they can pull this off?

Feb. 28, 2023, 2:39 p.m.

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4/ There were some encouraging tidbits like since flat rate shipping was introduced ". "Data so far indicates that both GMV and the number of items per buyer have increased by double-digits." Is there life?

Feb. 28, 2023, 2:39 p.m.

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2/ Two weeks ago Citron presented what was an asymmetrical opportunity as WISH was trading at almost 50% below cash while $PDD owned TEMU, Wish copycat site had become the most dowloaded app in the US and was featured in 2 Super Bowl ads.

Feb. 28, 2023, 2:39 p.m.

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3/ We thought this presented an asymmetrical opportunity - and then earnings. $WISH reported earnings and as expected the metrics were disappointing across the board.

Feb. 28, 2023, 2:39 p.m.

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1/ $WISH. This is what we have learned since our initial tweet. This includes a call with management that we will share with you. Post shit earnings management was eager to share their vision.

Feb. 28, 2023, 2:39 p.m.

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$ETSY. . All of the AI offered in the world, and for years the platform was dirty. One public criticism and we are watching in real time the entire luxury listings clean up. Where is my thank you note? Can this genie get put back in the bottle? Still a huge problem with $DIS…

Feb. 22, 2023, 3:33 p.m.

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$ETSY. Before frequency, they should worry about legality and integrity. Even messing with $AAPL Are these homemade goods, or are they Chinese counterfeits? This store sold 32k iPhone cases advertised “with logo”. Use AI to clean up this platform.

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Feb. 21, 2023, 2:33 p.m.

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$ETSY . $MS out with $75 tgt based on the need for better AI. Tip of the iceberg of problems. $Goog needs safeguards to ensure Etsy does not buy ads for counterfeit goods. There are 1000s of these examples. This is NOT the case with $EBAY or $AMZN, this is an Etsy problem

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Feb. 21, 2023, 2:32 p.m.

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7/ It's therefore crucial to respect the intellectual property rights of others and avoid selling or distributing counterfeit goods.

Feb. 17, 2023, 4:26 p.m.

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6/ It's important to note that not only sellers, but also manufacturers, importers, and distributors of counterfeit goods can be held liable for intellectual property infringement.

Feb. 17, 2023, 4:26 p.m.

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5/ In addition to criminal charges, selling counterfeit goods can also result in civil lawsuits, where the owner of the intellectual property can sue for damages and seek an injunction to stop the sale of the counterfeit goods.

Feb. 17, 2023, 4:26 p.m.

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4/ The severity of the punishment will depend on the nature and extent of the infringement, as well as the country's laws.

Feb. 17, 2023, 4:26 p.m.

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