I know Andrew Left, I like Andrew Left, and I consider Andrew Left to be a positive force for markets and the pioneer of the activist short movement.| thebearcave.substack.com
Teleperformance (Paris: TEP — 6.18 billion euros) describes itself as “a global leader in digital business services that consistently seeks to deliver enhanced customer care that is simpler, faster, and safer for the world’s biggest brands and their customers.” In reality, Teleperformance largely operates outsourced call centers in developing countries. The company is accused of “modern-day slavery,” has a heavy debt burden, and is facing rapidly growing competition from AI-powere...| thebearcave.substack.com
Roblox (NYSE: RBLX — $18.0 billion) is a popular platform for children generally between six and fourteen to play online.| thebearcave.substack.com