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

iRhythm Technologies, Inc. (IRTC)

Continued Pressures On Revenue Model

ViaSat Inc. (VSAT)

ViaSat’s Aviation Business – A Source of Misplaced Optimism

ViaSat Inc. (VSAT)

Modems to Connect ViaSat-2 to Earth Do Not Exist for Distribution

ViaSat Inc. (VSAT)

Constant and Pervasive Lack of Visibility

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