Nikola, Hype and Vaporware

Plus! Non-Strategic Acquisition, Strategic Non-Acquisition, More-Pigs-Backed Securities,Regulatory Risk Reversal, Closing the Remote Work Arbitrage, “What’s Wrong with Social Science”

In this issue:

  • Nikola, Hype and Vaporware

  • Non-Strategic Acquisition

  • Strategic Non-Acquisition

  • More-Pigs-Backed Securities

  • Regulatory Risk Reversal

  • Closing the Remote Work Arbitrage

  • “What’s Wrong with Social Science”

Nikola, Hype and Vaporware

(Disclosure: I’m short NKLA.)

The short-seller’s pitch is a literary genre, mostly satire with a mix of forensic accounti…

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