Guasty Winds Investment Ideas

Guasty Winds Investment Ideas is dedicated to offering detailed investment analysis with a focus on unearthing suboptimal financial practices, questionable accounting, and potential investment risks across various companies. It provides actionable insights, scrutinizing financial health, market position, and corporate governance to inform investment decisions.

Investment Strategies Financial Analysis Corporate Governance Market Trends Accounting Practices Risk Assessment

The hottest Substack posts of Guasty Winds Investment Ideas

And their main takeaways

Short Idea - Presto Automation (PRST-US)

157 implied HN points • 24 Mar 23
💰 Finance Investing Company analysis Financial Statements Cash Flow
  1. Presto Automation (PRST-US) is a loss-making, debt-ridden company that is struggling and may not survive without external financing.
  2. The company's core business of selling touch-screen tablets to restaurants is not profitable and faces challenges from cheaper alternatives like QR codes.
  3. Despite touting itself as an AI company, Presto's AI products are white-labeled and its financial situation is concerning, with high debt, low cash, and burning through cash at a fast rate.

Accounting Shenanigans (SMRT-US)

137 implied HN points • 12 May 23
💰 Finance Accounting Revenue Growth Guidance
  1. Revenue growth at SmartRent was driven by accounting changes, not real business growth.
  2. The increase in revenue and adjusted EBITDA is due to accounting tricks and does not impact cash earnings.
  3. Professional services revenue showed little improvement, indicating the company's challenges in profitability.

OLO's Dilemma... (part 2)

98 implied HN points • 25 Apr 23
💼 Business
  1. The restaurant-tech industry is complex and diverse, don't oversimplify.
  2. Point of Sale (POS) system is crucial for any restaurant.
  3. Feedback suggests OLO customers are considering alternatives, beware of tech-based promises.
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Open House (3288-JP): Part 1

58 implied HN points • 14 Apr 23
💰 Finance Investing Stocks Market Analysis
  1. Open House (3288-JP) is a successful niche homebuilder in Japan with a strong track record of growth and profitability.
  2. The company has maintained high returns on equity, shareholder-friendly practices, and a solid balance sheet.
  3. Despite being relatively unknown in the investment community, Open House has shown impressive sales, profit, and dividend growth since its IPO in 2013.