Left, Lawyers, Grizzlies and Money, Oh My!

Discussion, critique and analysis of the potential impacts on equity, bond, commodity, capital and asset markets regarding the following:
  • Last Time Out; A Series of Unfortunate Events; Ubiquiti Buyback
  • Citron of Past; NBA Partnership; Collateral Damage
  • Buyout Clause; The Payback; Victims of Circumstance
  • Changes; Aspects; Conclusion
Last Time Out?

In the past, amongst others, Andrew Left and Citron Research have bet against these companies: Motorola Solutions (MSI), Tesla (TSLA), Valeant (VRX), Express Scripts (ESRX), GoPro (GPRO), Mobileeye (MBLY), Nvidia (NVDA) and Facebook (FB).

At the end of the day, in the case of Citron, they make it in the shorts, at the expense of those taking it in the shorts. Do the ends justify the means? or the means justify the ends? and at what cost? Are these "activists" exposing fraud and abuse for the benefit of potentially victimized shareholders?  Or in effect are these wolves in sheep's clothing, who under the guise of performing a public service "cry wolf" to manipulate the market, and profiteer at the expense of others to the tune of billions? - Left And Citron: The Boy Who Cried Wolf?
In our last examination, many questions were posed and comments made, sparking interest in further investigation. One wonders what underlying circumstances might have caused the UBNT, Citron situation to manifest itself? Why Ubiquiti, and why now? and how could investors get caught up in such a series of unfortunate events?

In an effort to answer those questions we examine the Ubiquiti buyback, Citron of past, collateral damage from the Citron Report, the Ubiquiti CEO's NBA connection, his buyout clause, and how all of this may have claimed victims of circumstance.


We offer you now a little item called...


A Series of Unfortunate Events?



Courtesy of Zoeychick at Deviantart

A Series of Unfortunate Events is a series of children's novels by Lemony Snicket. The thriteen books follow the turbulent lives of Violet, Klaus, and Sunny Baudelaire. After their parents' death in a fire, the children are placed in the custody of Count Olaf, who attempts to steal their inheritance and, later, orchestrates numerous disasters with the help of his accomplices as the children attempt to flee. As the plot progresses, the Baudelaires gradually confront further mysteries surrounding their family and deep conspiracies.


Characterized by Victorian Gothic tones and absurdist textuality, the books are noted for their dark humor, sarcastic storytelling, and anachronistic elements, as well as frequent cultural and literary allusions. They have been classified as postmodern and metafictional writing, with the plot evolution throughout the later novels being cited as an exploration of the psychological process of transition from the idyllic innocence of childhood to the moral complexity of maturity.


Likewise, the final installments of the series are also acknowledged for their escalatingly intricate ethical ambiguity toward philosophical ambivalence, as the nature of some of the Baudelaires' actions becomes increasingly harder to discern from those of their antagonist counterparts and more characters are revealed to be responsible for permanent wrongdoing, despite their identification with the self-proclaimed good side of the tale. - Wikipedia


Highlighted above in bold... Apropos elements or aspects?  There's always something, and along those lines, we commence what amounts to Part 2 of our UBNT and Citron examination.


This missive was published as an exclusive to Seeking Alpha.  To access the ENTIRE text for FREE on Seeking Alpha, please click here.  The Nattering One does not receive remuneration if you register, only satisfaction.

There is no cost involved and it has been our experience that if you exert control (by unchecking a box of two) over your communications settings in your Seeking Alpha profile, your email inbox will not be polluted with one bit of Spam (not even the cured pork shoulder variety. Tasty even.)

As we are now a "contributor" at Seeking Alpha, our published articles, instablog and comments can be found here.  Please continue to follow The Nattering Naybob here and at Seeking Alpha. We thank you for your support.

Comments