bearish
Short Idea - BigBear.ai (BBAI-US)
SUMMARY
- Another smallish one, but EV of ~$500m (bigger than PRST but still illiquid b.c. low free-float).
- Equity is probably not worth much more than $0. I’m not short this yet, because I fear that management still has some fight left in it to ride the AI-hype.
- I want to get my timing right. It is a heavily shorted stock which has been the victim of squeezes multiple times in the past. And I don’t much fancy getting my head ripped off.
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