Rob MacArthur

Doing investment research since 1994. Love fraud/investigative research. Contrarian and skeptic.

[Rob MacArthur @RobMacArthur5]

Andrew Left coming out of the court. #shortselling @UnicusResearch

[Rob MacArthur @RobMacArthur5]

@NickSmallz75 @OilersNation Kane

[Rob MacArthur @RobMacArthur5]

@ItsTheEnforcer We suck as a country. It’s embarrassing in front of the world.

[Rob MacArthur @RobMacArthur5]

This is inflation. I opened a can of Goya black beans and found it 2/3s full of water. Never buy this again. #inflation @UnicusResearch

[Rob MacArthur @RobMacArthur5]

Inflation or is 16 oz or are they hoping people won’t notice

[Rob MacArthur @RobMacArthur5]

The $DFH proposed merger of $BZH because the company doesn’t have the cash. They are borrowing a couple hundred million from a private equity firm that likely charges above usual interest rate. They probably won’t survive. The inventory must be worth only a fraction.

[Rob MacArthur @RobMacArthur5]

@ItsTheEnforcer Don’t burn your self out. Love your work but 6 days a week is too much.

[Unicus @UnicusResearch]

This is scary.
Especially after we wrote about the bankruptcies, ongoing food insecurity and cancelling of the data.

Now, this?

[Unicus @UnicusResearch]

Minerva will be born this week❤️
She’ll be ready by the end of June/beginning July.

Stay tuned.

[Rob MacArthur @RobMacArthur5]

$FICO is reporting next week. The stock could fall hard with a conversation on the call about competition from VantageScore. 800 is possible. The valuation reflects the monopoly that is crumbling.

[Rob MacArthur @RobMacArthur5]

If the company pushes the envelope and makes more potentially risky loans to consumers with deteriorating credit scoring, the defaults will follow in the following two or three quarters.  The CAF will suffer as it did this quarter. Reserves won’t cover losses easily

[Rob MacArthur @RobMacArthur5]

$KMX reported a weak quarter yesterday.  There are several topics to address among the most important relates to auto originations.  KMX, and other dealerships making loans directly to their customers have tough choices to make.  If they raise the lending standards sales fall

[Amy Nixon @texasrunnerDFW]

Are the 10 million missing homes in the room with us now?

[Rob MacArthur @RobMacArthur5]

@OilersNation With Leon and Zack they have a chance

[Rob MacArthur @RobMacArthur5]

@KathyJones Do Door Dash people still deliver?

[Rob MacArthur @RobMacArthur5]

@ItsTheEnforcer Ignorance

[Rob MacArthur @RobMacArthur5]

@xAviation Now that's what i call crabbing. Kick that rudder.

[Rob MacArthur @RobMacArthur5]

@ItsTheEnforcer Pam Bondi fired. Todd Blanche is in. At CPAC last week Blanche boasted that every DOJ and FBI employee who worked on the criminal investigations into Trump have been fired resigned or early retirement putting 200 people at the DOJ out of work. More crime coming

[Rob MacArthur @RobMacArthur5]

Pam Bondi fired. Todd Blanche is in. At CPAC last week Blanche boasted that every DOJ and FBI employee who worked on the criminal investigations into Trump have been fired resigned or early retirement putting 200 people at the DOJ out of work.More crime is worse for the economy

[Rob MacArthur @RobMacArthur5]

Channel checks indicate new car sales could be down 10% in the first quarter with $GM at the top of the list. The demand is there but the credit is not. Most consumers are waiting for interest rates to drop. But what if they don’t? Interest rates are irrelevant in truth.