Fitbit: From Fad to Future

Citron Changes our Position on ROKU

Inogen Needs to Take a Breath

Citron Research is Bullish on the Most Shorted Stock in the World.

Alibaba on its way to $250

Citron Research believes the most compelling growth story in the market is also the world’s most heavily shorted stock.

The professionals at Citron have been shorting stocks for a combined 100 years and wonder: “Why be short the most compelling TAM situation in the history of the stock market?”

On Friday morning, we will see the release of Alibaba earnings and fiscal year 2019 revenue guidance and one of two things will happen:

  •  Alibaba will exceed expectations on its quarter and guidance and could easily go over $200 as “the setup” (explained below) is in place
  • Alibaba will show lower operating margins than “sell side consensus” due to offensive, value creating investments which may give investors an opportunity to buy what could be the first trillion-dollar company at a cheap price.

Read the full report here