AerSale Corp (ASLE)
Pitch Summary: Misleading shareholders; undisclosed patent infringement with over $41mil in damages; the company goalpost moved 10 times; still no approval by FAA; not a superior technology; Update 1/6/24 – Tweeted that ASLE filed its second secondary in a month. Update 4/24/24 – Shortseller closed the position after more than 50% decline in price. BSD […]
TransDigm Group Inc (TDG)
Pitch Summary: Paywalled (TransDigm’s model is enabled by burdensome regulation and bureaucratic negligence. The Bear Cave also believes this will change under the incoming Trump Administration and that TransDigm should be target #1 for the Department of Government Efficiency); BSD Analysis: TransDigm’s value creation relies on high pricing power in proprietary/sole-source parts and aggressive financial […]
