J Capital Research

Be warned. We are activists. We are biased.
We do our best to find and present facts, based on extensive primary research and using public sources.
​But we will profit if these stocks decline or, when we are long, rise in value.
We do not offer advice on how anyone else should trade a stock. We present our views.

Independent Insight Provider

J Capital Research, a U.S. company, publishes highly diligenced research reports on publicly traded companies, relying on deep, on-the-ground primary research. J Capital has particular expertise in the Chinese market, but we look at over-valued companies throughout the world. As an activist short- and long-research shop, when we form a clear view, we publish free, public reports to inform the investing public and never disguise our identity. We believe the internet has afforded an opportunity to small, unaffiliated investors to leapfrog the big banks, with their conflicts of interest, and obtain unbiased information on traded companies. We pride ourselves on our independence and the quality of our work. We hope the work speaks for itself.

Equity Bottom-Up

<ul><li>We believe a pending combination of Canadian and U.S.-listed sister corporations BBU and BBUC into a single new entity may be designed to absorb $1.5 bln in off-balance-sheet liabilities belonging to BBUC into a larger entity to brace for potential financial problems.</li><li>These off-balance-sheet “arrangements,” if they default, will probably not sink the newly formed company in the near term.</li><li>But the new company will still be weighed down with a substantial on-balance-sheet debt load. </li></ul>

We believe a pending combination of Canadian and U.S.-listed sister corporations BBU and BBUC into a single new entity may be designed to absorb $1.5 bln in off-balance-sheet liabilities belonging to BBUC into a larger entity to brace for potential financial problems.These off-balance-sheet “arrangements,” if they default, will probably not sink the newly formed company in the near term.But the new company will still be weighed down with a substantial on-balance-sheet debt load. 

Brookfield Business Corporation (BBUC): How the New Merger Plan Hides Problems