This episode contains the following;
A look back at a medical device company that is allegedly overcharging insurers, a biotech that looks like a classic US-listed Chinese stock and a pair of solar companies with dubious business models.
Tickers & Reports
Night Market on Zynex (ZYXI)
Viceroy on Athenexv (ATNX)
Aurelius on Vivint Solar (VSLR)
Pedro de Noronha on Sunrun (RUN)
Please note that in the case of VSLR the provision is actually $6.9 million instead of $6.1 million as mentioned in the podcast.