Citron Research
@CitronResearch
Citron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.
Grateful for the opportunity to engage in an open and honest conversation with Andrew Ross Sorkin. A step forward in sharing the truth within the framework of our system. Transparency benefits everyone. cnbc.com/video/2025/01/…
$GOGO +100% since our March 11 post — no meme, no hype, just forgotten value. Not short here, no opinion at this level. As for the obvious shorts out there? Silence says enough. We’re busy hunting the next double — as always, asymmetry wins.
$RKT – $35 Trillion Opportunity!! – Not our words Nice to see Motley Fool finally catching up to what Citron and ValueAct already saw. Why this stock will see highs at first fed flinch “Rocket already boasts a 97% client retention rate, and it is clearly good at what it does. An…
Citron Research has followed $NVDA for years, recognizing its AI potential before it became consensus. Congratulations to Jensen Huang and the entire Nvidia team on making history as the world’s first $4 trillion company — an incredible milestone for tech and innovation.…
$RKT — Loved this quote from Brad Safalow in Barron’s on Rocket’s recent tech moves and acquisitions. Even Elizabeth Warren would agree with this one: “Rocket has the potential to be the single most disruptive company in the history of residential real estate.” The U.S. housing…
A timely article published recently echoed the Citron sentiment, predicting that TDOC could “Easily double or triple from current levels.” Citron has been receiving a surge of positive feedback on $TDOC—especially in the wake of the $HIMS unraveling. Investors are starting to…
Here is full Citron thesis on $tdoc and why this is either going much higher naturally or will be bought this year by private equity. early but not wrong citronresearch.com
$TDOC — the largest telehealth company on earth — is a coiled spring at a $1.2B market cap. And CEO just flipped the script Teladoc owns BetterHelp, the #1 brand in online therapy. But until now, BetterHelp was cash-pay only — and that crushed conversions. Every year, millions…
How about this for a call? In Feb 2021, at the height of SPAC mania, Citron said ASTS could hit $50. It crashed to the low single digits… and now it’s almost there — still pre-revenue. Here’s the kicker: If you adjust for today’s ~$10B market cap using the shares outstanding…
$NBIS Citron was on $NBIS before a single analyst bothered to look. Six months later, the Street finally caught up. Congrats to those who didn’t need a buy rating to believe. fool.com/investing/2024…
$RKT Elizabeth Warren and Bernie Sanders have NEVER made Citron want to buy a stock….until now. warren.senate.gov/imo/media/doc/… In her June 3rd letter, Senator Elizabeth Warren tried to sound the alarm on Rocket’s merger with Redfin and Mr. Cooper—what she really did was ring the bell…
Some tweets age better than others this was one year ago and SPOT ON! $BABA was $80 and $PDD $140. Always thinking forward
Buy me more $BABA as it has now become the most compelling name as underscored by today’s news with LVMH. While the market is going gaga over $PDD growth, just selling cheap shit to the masses (honestly just shit), the attention will soon go to $BABA which is becoming the…
We were short $DUOL before last earnings and got it wrong. But the thesis hasn’t weakened—it’s only gotten stronger. Yesterday, Google changed the entire language learning market at I/O 2025. Google translate can now replicate your sound tone and expression of our voice. Saying…
$DUOL This got lost in the mix and deserves its own post. This is THE marketing message from a $20 BIL company being challenged by Google. tiktok.com/@duolingo/vide…
Yet Duolingo trades at 171x forward earnings SOO STUUPID forward earnings—as if it has a moat, pricing power, and no threats. But its product is now easily copied, squeezed by open-source tools below and Google’s AI dominance above. The growth story is broken, the brand is…
Duolingo has added to its own problem on its AI pivot.. The result? A full blown uninstall movement. Users revolted over stripped-down lessons, robotic UX, and lost features. Duolingo deleted all its TikTok and Instagram content—erasing its brand in panic. Its comeback? That’s…
Yesterday’s Google’s Gemini 2.5 updates at I/O 2025 empower "Little Language Lessons," launched weeks ago, to challenge Duolingo ($DUOL) again with AI-driven, personalized lessons—like Tiny Lesson’s trip-specific phrases and Word Cam’s photo-based vocabulary—outpacing Duolingo’s…
$RKT – Game on. ValueAct just filed a 10% stake. Mason Morfit isn’t just any investor—he’s the mind who reshaped Microsoft from the boardroom. Citron has been active on Wall Street for 25+ years, and Morfit remains one of the most strategic, long-term thinkers we’ve ever met.…