Quintessential Capital Management

Value investing, shareholder activism, deep due diligence. Not investment advice. ALL of our statements here are OPINIONS. AI used to optimize our text.

[Quintessential Capital Management @QCMFunds]

@AlderLaneEggs Thank you Marc! 👋

[Quintessential Capital Management @QCMFunds]

Bologna Court dismisses €270m Bio-On lawsuit against QCM.

Courts confirmed: rigorous, fact-based market analysis is lawful and protected.
Litigation cannot be used to intimidate independent research.
— @BioOnBioplastic

Respinta integralmente la causa da €270 milioni relativa a Bio-On.

I tribunali confermano: l’analisi di mercato rigorosa e basata sui fatti è lecita e tutelata.
Il contenzioso non può essere usato per intimidire la ricerca indipendente.

https://t.co/bRLeT5kqkh

[Quintessential Capital Management @QCMFunds]

👀

[Hoop Club @_HoopClub]

𝗪𝗘 𝗔𝗥𝗘 𝗟𝗢𝗡𝗚 𝗢𝗡 𝗜 𝗚𝗥𝗔𝗡𝗗𝗜 𝗩𝗜𝗔𝗚𝗚𝗜 (i𝗚𝗩.𝗜𝗠)
The market sees a sunset tour operator founded in 1931. We see unique opportunity trading at a €55M enterprise value.

FULL REPORT AVAILABLE: https://t.co/Qm72iGrnM6

#Investing #Stocks #ValueInvesting

[Quintessential Capital Management @QCMFunds]

🇮🇱 QCM stands firmly with the people and State of Israel.

This was a bold, righteous move—necessary and just. We believe in Israel’s strength, unity, and ultimate victory.

History favors the resolute.

עם ישראל חי

[Quintessential Capital Management @QCMFunds]

@QCompounding Send

[Quintessential Capital Management @QCMFunds]

https://t.co/a8vapljytG
“…e invece finisce proprio qui”👈

[Quintessential Capital Management @QCMFunds]

https://t.co/ywgAVSIkE4

[Quintessential Capital Management @QCMFunds]

L'Italia ha talento e creatività in abbondanza: può essere un terreno fertile per le startup. Ma solo se chi trucca il sistema, distrugge investitori e drena risorse a scapito di aziende oneste viene fermato. La giustizia ha fatto un passo nella direzione giusta. @Ma_Madonia

[pouneimmeissuqua @pouneimmei14188]

Processo Bio-on, i giudici: «Da Astorri piano criminoso. Mercato manipolato per fare alzare il titolo». Lui: «L’Italia non è un Paese per start-up» https://t.co/D27t1qhpw4

[Quintessential Capital Management @QCMFunds]

https://t.co/gOeUp6u5Cp

[Quintessential Capital Management @QCMFunds]

https://t.co/BwqvenpWQQ

[Quintessential Capital Management @QCMFunds]

Per anni hanno gridato al complotto. Hanno urlato all’“attacco speculativo”, accusato QCM di diffamazione, presentato esposti infondati, intimidito i nostri collaboratori, censurato i whistleblower, cercato di orientare la narrazione sui social e nella stampa.

🚨 Oggi il Tribunale di Bologna ha messo un punto definitivo alla vicenda: sentenza di condanna per bancarotta fraudolenta e false comunicazioni sociali.

📌 Tre verità inconfutabili:
1️⃣ Bio-On è crollata per colpa del suo management, non di fantomatici complotti. Solo scelte fraudolente e una gestione irresponsabile, come confermato dalla sentenza.
2️⃣ Il tribunale ha riconosciuto che il management ha agito con dolo. Sapevano perfettamente cosa stavano facendo e hanno deliberatamente ingannato investitori e mercato.
3️⃣ L’intervento di QCM ha contribuito a informare il mercato e i piccoli investitori. Chi ha letto il nostro report ha avuto la possibilità di proteggersi.
📉 Le bugie crollano, i fatti restano.
#ShortAndRight #BioOn #QCM #JusticeServed

#ShortAndRight #BioOn #QCM"**https://t.co/HhgDTJSI6t

[Quintessential Capital Management @QCMFunds]

Britain has a bright future if it manages to make its core values shine again. Thank you @LouisGoss_ for this interview

https://t.co/FPKGUfzWyw

[IlGuffanti 🇮🇹 🇺🇦 @guffanti_marco]

C’è ancora gente che pensa che Report e Ranucci facciano giornalismo di inchiesta.

Ed è una barzelletta.
Report fa servizi per “insinuazione”.
Ranucci non dice balle: le costruisce nella testa dello spettatore sprovveduto.

La tecnica è sempre la stessa, ben collaudata.

⤵️

[Quintessential Capital Management @QCMFunds]

I can’t imagine a more capable leader for NYC than my friend and mentor @WhitneyTilson. His rare blend of integrity, brilliance, relentless drive, and fearless vision sets him apart—not just in politics but in any field. New York needs bold, transformative leadership now more than ever, and Whitney is exactly the person to deliver it. Wishing him the success our city desperately deserves!

[Whitney Tilson @WhitneyTilson]

I am running for mayor of New York City. I am the only change candidate in the Democratic primary – the only one with a business background, and the only one who isn’t a career politician.

Check out my launch video:

[Adam Feuerstein ✡️ @adamfeuerstein]

Remi Barbier, the former — and currently disgraced — CEO of Cassava Sciences $SAVA, is the Worst Biopharma CEO of 2024.

He’s also the easiest, most obvious selection I’ve ever made for this particular dishonor, something I’ve been doing annually for 17 years.

Any CEO with an ounce of integrity would have shelved a drug like simufilam given the overwhelming evidence of its futility. Not Barbier. He spent more than four years making excuses, spinning bad data, misleading investors, and exploiting the desperation of Alzheimer’s patients. At his direction, Cassava tried suing critics into silence.

Why? Greed. Barbier got rich. As satisfying as the end of Cassava has been, it still disgusts me that he — and his wife/accomplice Lindsay Burns, Cassava’s former head of neuroscience — actually profited from all of this. They walked away with millions of dollars, while people struggling to live with Alzheimer’s — duped into simufilam studies — lost months, if not years, that they will never get back.

[Breakout Point @BreakoutPoint]

@NateHindenburg This never gets old:

[Quintessential Capital Management @QCMFunds]

@StockJabber Thank you!

[Quintessential Capital Management @QCMFunds]

🚨 **BREAKING:** Cassava Sciences’ Phase III trial of Simufilam fails to meet endpoints, sending shares crashing 85% pre-market. A stark reminder of why **rigorous scrutiny** is critical in biotech investing.

Our 2021 analysis flagged potential fraud and overhyped claims—today’s outcome validates those warnings. This isn’t just about losses; it’s about learning hard truths.

As @AlderLaneEggs aptly said:
*"The market isn’t a game or a casino. It’s a serious place for serious people. If you’re wrong, be prepared to lose."*

Activist short-selling, done ethically, is not just skepticism—it’s a public service.

💡 Take note. $SAVA @Adrian_H @DRnotaDR @jesse_brodkin @LogarithmicDis https://t.co/yos45h3lxP

[Quintessential Capital Management @QCMFunds]

Mai ipotizzato bancarotta fraudolenta (anche perché la bancarotta è avvenuta posteriormente al nostro report). Il report aveva ipotizzato false comunicazioni e falso in bilancio, entrambi confermati dalla sentenza.

[Quintessential Capital Management @QCMFunds]

‘Bio-on era praticamente aria fritta: definirla un castello di carte è stato persino indulgente.’ Intervista a Gabriele Grego di Quintessential sull’esposizione di una delle maggiori frodi societarie italiane.

https://t.co/DAVqK5PHsg

[Quintessential Capital Management @QCMFunds]

https://t.co/bMZaptpe1h

Cinque anni di carcere a Mr. Bio-on per i brevetti fantasma

5 years of prison time to Mr. Bio-on for his phantom patents