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What I find interesting here is that while I could get behind research published by an established firm with known directors, researchers, etc., it's much more
by lusr 14y ago
What I find interesting here is that while I could get behind research published by an established firm with known directors, researchers, etc., it's much more difficult to know what to do with this "Anon" report because for all I know it could be a scheme itself (same as you described, accumulate a short position before releasing false negative information). "Anon", by definition, has no identity, although I suppose the site "AnonAnalytics" will form a brand and reputation over time that may prove meaningful.
- celticninja 14y agoInterestingly in this case they address that fact, quite clearly stating that the reader should assume that "certain contributors... As well as their members, partners, affiliates, colleagues, employees... Have a short position in the stock of Huabao. Not something I would normally expect to see in an analysis of this nature. However it is in line with the anon brand to make people fully aware if the full implications of the report. Also the level of professionalism in this goes way beyond anything anon has previously produced. After all not many anon events require international flights and a 3 day trek to fInd a factory in Botswana.