John Cheffers

Husband, Dad, Attorney

[John Cheffers @CheffersJohn]

Yesterday my son’s three year battle with cancer ended. He has gone to heaven and left Annie and I heartbroken. Thank you to all who prayed for him or kept him in their thoughts. I am happy his suffering is over, but sad that it will be a long time before I can hold him again.

[John Cheffers @CheffersJohn]

@CodfishJohnny You don’t think a disclaimer in the report itself is enough?

[John Cheffers @CheffersJohn]

I have witnessed this for years. Trash trucks will throw both bins in the same vehicle.

[Max @minordissent]

recycling isn't real btw. it all just goes in the landfill. The whole idea was basically just a propaganda effort to make you feel good about yourself so you'll keep consooming product.

[Manatee Research @Manateeres]

0/ NEW FROM US: Amprius Technologies: Exaggerated Orders, Hollow Manufacturing Partners, and Major Related Party Transactions

[John Cheffers @CheffersJohn]

@ParrotCapital I remember being shocked when a friend in college from khakistan told me in all seriousness that you could kill someone there and get off Scott free if you had $5000 for bribes. Costs a lot more here, but….

[John Cheffers @CheffersJohn]

@ParrotCapital I’m not going to think anyone is even remotely serious till they do something about the China low float wash trading scams

[Pelican Way Research @Pelicanwayre]

1/9: We are short $BZAI (Blaize AI) because we believe that their latest $50mm deal is most likely fake, because the reported counterparty seemingly just appeared out of thin air a few months before the deal, and showcases fake products that appear to be different companies' hardware with the $BZAI and NeoTensr logo slapped on. The company is running out of money, and this PR seems to function merely as a way to boost the stock price ahead of what we believe will be a massive ATM.

[John Cheffers @CheffersJohn]

@CedarStResearch @santiagoroel Now your neighbor is betting on whether your house will catch fire….

[John Cheffers @CheffersJohn]

@ProfAnalytics @SECGov They just let off the guys from an electric car company, who openly defied and mocked them.

[John Cheffers @CheffersJohn]

@QTRResearch This SEC won't do anything unless $CVNA runs out of other people's money and collapses. These guys are coroners, not cops.

[John Cheffers @CheffersJohn]

@RealJimChanos @JustinWolfers It’s a no brainer, but I don’t think higher ed or politicians would like the results of that sort of credit assessment on the potential student population.

[John Cheffers @CheffersJohn]

Yesterday, the shortest day of the year, I was fondly remembering Matt Farrell, who celebrated the 21st by sending people notes.

[Wolfpack Research @WolfpackReports]

With heavy hearts we must share that we have lost one of The Pack. Matt Farrell, known to many as
@WillauerProsky has passed away. Optimistic & loyal, Matt was an indefatigable advocate for investors (Matt loved big words).He will be sorely missed, esp by those who knew him best

[John Cheffers @CheffersJohn]

@CedarStResearch @aaronbennett lol

[John Cheffers @CheffersJohn]

@pemulisking It’s dumb, long reports are “believe management, here is something that confirms my bias.” Short reports are “management are lying, this in an intervention, here is everything they lied about for the last 10 years” and most readers are like, meh, why should I care.

[John Cheffers @CheffersJohn]

@Heminator there are a lot of counfounding factors, if there was an easy explanation and predictions were staightforward, then everyone involved in finance would be very wealthy

[John Cheffers @CheffersJohn]

@AnthonyEsolen @MichaelAArouet Worst part is the obnoxious use of C.E.

[John Cheffers @CheffersJohn]

@maninapurpledr1 @BmfReports Man, they have been out to lunch for so long....

[Pelican Way Research @Pelicanwayre]

1/6: We Are Short $AZ (A2Z Cust2Mate), which we believe is a collapsing smart cart mirage built on phantom orders, undelivered deals, and a team of penny stock has-beens. Despite claiming approximately ~$500mm in “orders,” including a newly announced 3,000-cart order on November 25th from the Israeli chain Super-Sapir, the company has also touted an “order” from a cybersecurity firm with just ~$9,200 in assets. We believe Cust2Mate has shipped only a small fraction of those carts. We calculate, their claimed orders were 42x higher than the implied deliveries of carts. You can view the full report at https://t.co/V8muV84gI6

[Pelican Way Research @Pelicanwayre]

Our report will be dropping today. This is a company that we believe exhibits all the hallmarks of a promotion. Stay tuned.

[John Cheffers @CheffersJohn]

@CedarStResearch @HettyGreen2020 @michaeljburry MNPI does not matter if you don’t trade on it, and if you publish it, it’s no longer MNPI

[John Cheffers @CheffersJohn]

@CedarStResearch @michaeljburry It’s true that the substack model works if you have a large committed following, but generally it creates a pressure to generate enough content to justify it. Content becomes shallower, less interesting, and more redundant and less interesting.