A Bear Raid

In 2022, Sinch was shorted by about 15% of its stock, one of the highest values in Europe for a company of this size. In absolute numbers that meant that the short sellers would have to buy Sinch stock for several 100 million Euros to get out of their short positions. In Europe, short sellers […]

Softbank – A Quality Investor ?

A Good Investor is a Blessing, right? „We are long-term, patient investors who stand by our founders through both good times and tough times. By removing the constraints of capital, we seek to enable founders to stave off short-term pressures and focus on building companies that last.“ Softbank Website On Nov 30, 2020, Sinch announced […]

Anonymous Short Seller Liar

The next step in the bear raid is akin to a smear campaign, with whispers and rumors about the company spread by unknown sources. These rumors can be anything that portrays the target company in a negative light, such as allegations of accounting fraud, an SEC investigation, an earnings miss, financial difficulties, and so on. […]

Sinch- Stock Price Evolution

What is a Fair Value for a Public Company? Simple question, but difficult to answer. The trivial answer is: “The Market” determines the Fair Value. But how can the value of something vary so greatly (i.e. multiply by 10x and then decrease again to 1x)? You would think that the triggers for such change can […]