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Mar 30 • 47 tweets • 17 min read
NEW REPORT: MakeMyTrip (NASDAQ: MMYT)
MakeMyTrip – How India’s Largest Travel Platform Openly Defies Regulators, Scams Customers, And Pads Profits Through Accounting Tricks
$MMYT
(1/x)morpheus-research.com/makemytrip
$MMYT is a $3.5 billion online travel agency (“OTA”) that is sometimes referred to as the “Booking(.)com of India” with 50% of the Indian OTA market, and 43% of its margins generated from selling hotel room nights. Most of its business is conducted through its apps.
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Sep 25, 2025 • 43 tweets • 17 min read
NEW REPORT: $BC.MI $BCUCY
From Moscow To TJ Maxx — How Brunello Cucinelli Continues To Lie About Its Russian Business While Aggressive Discounting Damages Its Exclusive Positioning
(1/x)morpheus-research.com/cucinelli
Brunello Cucinelli (BIT: BC, US OTC: BCUCY) is a €7B ($8.2B) Italian “quiet luxury” fashion brand. It was founded in 1978 by current Chairman Brunello Cucinelli, a “philosopher-saint” who leads the company based on his philosophy of "Humanistic Capitalism.”
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Jun 4, 2025 • 45 tweets • 15 min read
NEW REPORT: $ABL
Abacus Global Management: This $740 Million SPAC Is Yet Another Life Settlements Accounting Scheme Manufacturing Fake Revenue By Systematically Underestimating When People Will Die
(1/x)morpheus-research.com/abacus/
Abacus Global Management, Inc. (NASDAQ: ABL) is an alternative asset manager that claims to be “at the heart of the life settlement industry.” $ABL was founded in 2004 by Todd “Sean” McNealy, Matthew Ganovksy & Kevin “Scott” Kirby, who remain co-presidents today.
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May 9, 2025 • 8 tweets • 3 min read
$SEI UPDATE: In March, we reported that Solaris Energy Infrastructure $SEI, a deteriorating oilfield services business, had bet the house on its acquisition of Mobile Energy Rentals (“MER”), a portable power provider run by a convicted felon & environmental criminal.
(1/x)
Despite Solaris’ claim that the new “power solutions” biz had a “diversified revenue stream,” 96% of its revenue came from Elon Musk’s xAI – which planned to use the $SEI turbines to power its Memphis data centers, “Colossus” & a 2nd facility at its nearby Tulane Rd site.
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Mar 17, 2025 • 35 tweets • 11 min read
NEW: $SEI
Solaris Energy Infrastructure: How A Crumbling Texas Oilfield Services Company Gambled It All On A Convicted Felon And The World's Richest Man
(1/x)morpheus-research.com
Solaris Energy Infrastructure, Inc. (NYSE: SEI) (“Solaris” or the “Company” or “$SEI”) is a $1.65 billion Houston-based mobile power and oilfield services company that completed its IPO in 2017.