Short Thesis For Remark Holdings, A Dave Portnoy Pump

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Michelle deBoer-Jones
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ValueWalk held its latest virtual contrarian investor conference today, and Dan David of Wolfpack Research was one of the presenters. He explained why he sees Remark Holdings as a good short. Q2 2020 hedge fund letters, conferences and more Remark’s stake in Sharecare, ownership of KanKan He said one of the most popular bull cases for Remark is the company’s 5% stake in Sharecare, a company popularized by Dr. Oz and worth up to $1 billion in an initial public offering. Remark has talked about the possibility of a Sharecare IPO for years. The problem is that Remark’s stake in…

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.