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>Thanks to a non-binding offer for the company from an undisclosed buyer, Calavo Growers’ (NASDAQ: CVGW) stock has only slightly under-performed the market since we first wrote about the company in early December 2024.</li><li>The share price of this provider of avocados and other fruits has not, in the face of impending tariffs and threats to what is probably an undocumented migrant workforce of avocado and tomato picker/packers in the U.S., collapsed.</li><li>The troubles this company is facing are not going away. We expect lower sales and lower profits, which are likely to impact the share price, among other things by inducing the potential offeror to walk away or revise its offer price.</li></ul>

Thanks to a non-binding offer for the company from an undisclosed buyer, Calavo Growers’ (NASDAQ: CVGW) stock has only slightly under-performed the market since we first wrote about the company in early December 2024.The share price of this provider of avocados and other fruits has not, in the face of impending tariffs and threats to what is probably an undocumented migrant workforce of avocado and tomato picker/packers in the U.S., collapsed.The troubles this company is facing are not going away. We expect lower sales and lower profits, which are likely to impact the share price, among other things by inducing the potential offeror to walk away or revise its offer price.

The Equity Dispatch #46: CVGW: Hanging by a Thread