Displaying items by tag: Research

The Coinbase Global Forensic Analysis is available for free download. Extremely comprehensive at 114 pages, and written in plain English. There are things here that even the company's CEO likely does not know.

Download the  pdf Coinbase Forensic Analysis (5.32 MB)

We have recently produced an addendum our updated views on Coinbase's profitability. We expect both operating and net income losses, as well as the potential for material patent infringement liability. Reference  pdf Coinbase Analysis Addendum July 2022 (350 KB)

As pdf  per Veritaseum’s earlier report prediction (1.68 MB)  that the margins would decrease and the Company would incur losses, the Company incurred a loss of USD114 million even after excluding all supposedly non-recurring the above items. Cli.ck  pdf here for the original (1.68 MB) , full forensic analysis, and click here for  pdf Block Financial Highlights Q1 2022 Analysis (597 KB) .

Over the last quarter I've been warning about the significant weakness in retailers and the retail real estate that most occupy (links supplied below). Now, Bloomberg reports: Manhattan Landlords Are Offering Massive Giveaways to Their Retail Clients

We will releasing our Apple forensic analysis and valuation this week for subscribers (click here to subscribe - lowest tier is the same as a Netflix subscription). As can be seen from the chart,

My prediction of Sears collapsing once interest rates started ticking upwards was absolutely on point.

TV has changed more in the past 10 years than it has since it's inception nearly 100 years ago This change is profound, and the primary benefactors look and act like nothing the traditional TV companies are used to. It shows, as they are losing market share to the new guys in droves at lower margins. Let's take a closer look... 

The day before the SNAP IPO, I penned "Goldman Sachs & Morgan Stanley Pull Off the Heist of the Decade, Bends Over Those Who Don't Read BoomBustBlog". Despite being rather dramatic, I was dead serious. Fastword 48hours after the IPO, and I was able to pen "On Just the 2nd Full Day of Trading, Arithmetic Reality Hits SNAP Stock". Who could've known? Now, four days after the IPO, guess what?

By just the 2nd full day of trading, math and reality hits SNAP stock. Last week, I posted "Goldman Sachs & Morgan Stanley Pull Off the Heist of the Decade, Bends Over Those Who Don't Read BoomBustBlog", and if that wasn't a textbook example of a guaranteed short, a clear sign of a bubble and the most demonstrable example of the Street taking advantage of clients, then I don't know what is.

After reading what is essentially Fake News about Bitcoin from Financial Times, London Business School and Credit Suisse, I have created an easy to understand metric that allows anyone to compare the risks and rewards of Bitcoin to basically any currency, commodity, stock or asset class.

Credit Suisse has been posting cryptocurrency advisories over the last few weeks. They are quite one-sided, although couched in the appearance of objectivity. To explain why it's couched in the appearance of objectivity, and not actually objective, let me give you some background.