Bio-On: A House of Cards?

Published on
September 10th, 2019
Duration
16 minutes

Bio-On: A House of Cards?

Trade Ideas ·
Featuring Gabriel Grego

Published on: September 10th, 2019 • Duration: 16 minutes

Gabriel Grego, managing partner of Quintessential Capital Management, makes his Real Vision debut to break down his short thesis on a Italian bio-plastics company: Bio-On S.p.A. Grego published a report on the company in late July that led that company’s share prices to falling by over 75%. In this interview with Jake Merl, Grego discusses the various irregularities with the business, and highlights why there’s more downside risk for the stock. Filmed on September 9, 2019.

Comments

Transcript

  • JL
    Jonathan L.
    13 September 2019 @ 14:29
    Very humble. And he remembers the company’s numbers, which shows he was deeply involved in the research.
  • SM
    Stephane M.
    11 September 2019 @ 10:45
    Great call but can't trade this Italian stock!!
  • AC
    Andrew C.
    11 September 2019 @ 04:04
    Great interview: thanks Gabriel. The QCM website says your company aims for exceptional returns through the application of value investing, shareholder activism etc. I would appreciate if you would return to discuss some of the deep value situations you see in the market today as the common perception is this market is extremely overvalued. Also, some stories of your share holder activism would be very interesting, I'm sure.
  • NA
    N A.
    10 September 2019 @ 16:57
    Agreed very well researched and well articulated Thanks
  • TS
    Taranvir S.
    10 September 2019 @ 13:29
    Very composed and a well-research thesis
  • RS
    R S.
    10 September 2019 @ 06:21
    Incredible, bring him back again!
    • AC
      Andrew C.
      11 September 2019 @ 03:53
      Why? If you would like to hear it again, you can just replay it. He articulated his methodology pretty well, he gave us his best trade idea. I loved the interview and Jake did a great job. Can you please be more specific as to why to 'bring him back'? It just seems a pointless, very inane and generic comment. Can the bar be raised on comments, not just 'first'?