The hottest Activist Reports Substack posts right now

And their main takeaways
Top Finance Topics
The Bear Cave 186 implied HN points 25 Feb 24
  1. New activist reports were published on companies like B. Riley Financial, Fluence Energy, and AirSculpt Technologies, raising concerns about undisclosed information, fraud allegations, and safety issues.
  2. There were recent resignations at Planet Fitness, including the CFO and former CEO, highlighting potential governance and operational concerns at the company.
  3. Several notable executive departures were announced in the past week at companies like MoneyHero, Icahn Enterprises, and Health Catalyst, pointing towards management instability and issues within these organizations.
The Bear Cave 839 implied HN points 11 Feb 24
  1. New activist reports highlighted issues with companies like CAVA Group, Soho House & Co, Fairfax Financial Holdings, and Dun & Bradstreet Holdings.
  2. Recent resignations from notable executives, including CEOs and CFOs at companies like Grifols, HF Foods Group, Enerpac Tool Group, and Allego, were disclosed.
  3. The Bear Cave also featured insightful tweets of the week and suggested articles on topics such as how the funeral industry hides bad actors and SEC charging Cloopen Group with accounting fraud.
The Bear Cave 1119 implied HN points 14 Jan 24
  1. New activist reports revealed alleged financial manipulation by companies like Grifols and ethical lapses at DocGo.
  2. Multiple executive resignations were announced, including CFOs and CEOs from various companies.
  3. Notable tweets of the week were highlighted, showcasing discussions on regulatory actions and financial concerns.
The Bear Cave 956 implied HN points 26 Mar 23
  1. New activist reports were published on various companies, highlighting inflated metrics and concerns about criminal activity.
  2. Notable executive resignations were disclosed in the past week, including CEOs and CFOs from several companies.
  3. The newsletter also featured tweets of the week, discussing topics like company legal risks and market observations.
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The Bear Cave 863 implied HN points 12 Mar 23
  1. New activist reports were released on various companies like Essential Utilities and, highlighting concerns about their operations and financial reporting.
  2. Recent resignations from notable executives were disclosed across companies like Mr. Cooper Group and Allbirds Inc, raising questions about stability and leadership turnover.
  3. The post also featured recommended reads and tweets of the week from finance and investment industry insiders, providing additional insights and opinions on current events.
The Bear Cave 863 implied HN points 19 Feb 23
  1. New activist reports were published on companies like Etsy and Goosehead Insurance, highlighting issues like counterfeit goods and financial practices.
  2. Recent resignations of notable executives from companies like Bally's Corp and Rocket Companies Inc were disclosed, signaling leadership changes.
  3. Upcoming earnings to watch include reports from companies like Coinbase and Planet Fitness, with previous investigations uncovering various issues.