Snowcap is an investment firm focused on deep research and active engagement. Tweets reflect solely opinion and do not constitute investment advice.
Joined July 2020
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Snowcap retweeted
One year after @muddywatersre and @SnowCapResearch called out $FTAI's asset-sale-as-revenue model, we revisited the short thesis. The company's own filings, in a way, confirm the short sellers' thesis. Leasing fleet down 35% in 12 months. Inventory up 117%. GAAP OCF still negative. And last night: EPS miss, stock -9.5% after hours. Details below.
Snowcap retweeted
Finally read the @SnowCapResearch report on $PAX. It raises some serious questions.
snowcapresearch.com/
Snowcap retweeted
Recent research suggests the Inflation Reduction Act’s methane fee could batter the oil and gas industry to the tune of more than $1 billion. grist.org/regulation/biden-m…
