Company updates, market commentary, case studies and other topics we consider worth discussing

Straight Path Communications Inc. (STRP)

A Critical Look at 5G

DISH Network Corporation (DISH)

DISH’s Billion-Dollar Tax Deductions Compound the Harm of Its Spectrum Squatting

Sage Therapeutics, Inc. (SAGE)

Sell-Side Assumptions Are Wrong: Core Placebo Response Rate Assumption is Way Off and SA...

ClubCorp Holdings, Inc. (MYCC)

Countering the Bulls

Sage Therapeutics, Inc. (SAGE)

Debunking Asclepia Capital’s “Scientific Response”

Sage Therapeutics, Inc. (SAGE)

A Principal Investigator’s Perspective Underscores the Flaws in Sage’s Narrative

Bavarian Nordic (BAVA DC/BVNRY)

No Upside from Flawed and Unproven Infectious-Disease “Platform”

Globalstar, Inc. (GSAT)

Kerrisdale Capital Submits Ex Parte Letter Discussing Meeting with FCC

Globalstar, Inc. (GSAT)

Would TLPS Even Work on Your Phone? Filtering Poses a Major Threat to TLPS Usability

Globalstar, Inc (GSAT)

Kerrisdale Capital Submits 3rd Ex Parte Letter to FCC

Globalstar, Inc. (GSAT)

Kerrisdale Capital Submits 2nd Ex Parte Letter to the FCC

Globalstar, Inc. (GSAT)

The Obfuscation Continues