Over the last several weeks, my friend @volslinger (who is short Francesca’s Holdings Corp (NASDAQ:FRAN)), has been sharing thecase for going short FRAN with longshorttrader and the public. The bet initially paid off for the shorts, as the CFO wasabruptly terminated for “improperly communicating Company information through social media.”More recently, positive earnings led to a rebound in the shares. While the thesis remains intriguing, longshorttrader currently holds no position in FRAN, and would require moreinformation and/or more reasons before initiating one. The case for selling FRAN below includes information and opinions provided by @volslinger, @longshorttrader, and others.
Quant ESG With PanAgora Asset Management’s George Mussalli
ValueWalk's Raul Panganiban interviews George Mussalli, Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. In this epispode, they discuss quant ESG as well as PanAgora’s unique approach to it. The following is a computer generated transcript and may contain some errors. Q3 2020 hedge fund letters, conferences and more Interview . Read More