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Joined January 2020
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Disclosure: The Bear Cave is now owned by Hunterbrook Media. Based on Hunterbrook Media’s reporting, at the time of publication Hunterbrook Capital is short $MRP, short $LEN, and long a basket of comparable securities. Positions may change at any time. This article is not investment advice or any recommendation. See full disclosures here.
For paid subscribers: who appears to be on the other side of Zalupski’s margin loan, and the collateral he might post.
thebearcave.substack.com/p/p…
NEW from The Bear Cave: Jackson Financial ($JXN) has paid shareholders billions, but the insurer leans on a $6.8 billion IOU. What happens when the bill comes due?
thebearcave.substack.com/p/p…
The Bear Cave is now owned by Hunterbrook Media. Hunterbrook Media’s investment affiliate, Hunterbrook Capital, does not have any positions related in
$JXN at the time of publication. Positions may change at any time.
NEW with @citrini: Everything is being hacked. Cybersecurity is more critical than ever. And yet vulnerability management companies like Tenable risk obsolescence.
Will $TENB be the Chegg of Cyber?
thebearcave.substack.com/p/p…
Tenable did not respond to repeated requests for comment.
Its competitor Qualys wrote: “While traditional scanning and detection have indeed become table stakes, that's not where we compete anymore… we're actively managing the mix shift away from the commoditized layer toward outcomes: risk-based prioritization, exploit validation, and remediation.”