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unemon Profile picture
unemon
@unemon1
Do your own Due Diligence ... UNEMON's opinons might be wrong ... if you think so .. go bet against me!
Sep 15, 2020 • 4 tweets • 1 min read
SHORT GRENKE $GJL

Point 1 - Fact -
Franchise Companies were related parties not disclosed to investors (all of them)

Point 2 - Fact -
Grenke acquired them for over 100m in cash (when they ere on aggregate loss making) - Results in 100m goodwill on Grenke Balance sheet SHORT GRENKE $GJL

Point 3 - Fact -
Grenke has loaned the Franchise Co. money to finance lease receivables!

Point 4 - interesting conicidence -
Aggregate amounts post acquisition Goodwill, lease receivables at the Franchise Level, Money lended to Franchise are very similar
Apr 16, 2019 • 10 tweets • 4 min read
1/N - $WDI - for full transparency - here the math behind my analysis - Gonna be a few tweets .... hopefully someone will take the time and interest to go walk through them @AlderLaneeggs @SafkhetCapital @QCMFunds 2/N - Everything starts with Wirecard AG filings in Germany signed by EY - There you can see how much money Wirecard AG (not consolidated level) has risen over the years.