J Capital Research

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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.
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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

CCC Intelligent Solutions Hold / Equity Bottom-Up

<ul><li>CCC Intelligent Solutions Holdings Inc. (CCCS) is a low-growth software business from which executives are raking as much value as possible before they depart.</li><li>Apparently understanding that there is little growth left in the core business of assessing auto-insurance claims, CCCS recently borrowed heavily to buy a tangentially related, loss-making company for around 15x revenue, or $665.6 mln net of cash acquired, then said on a call that the acquisition is “immaterial.”</li><li>The reality is a slow-growth company whose aggressive practices in low-balling insurance assessments are straining customer relationships with their insurers.</li></ul>

CCC Intelligent Solutions Holdings Inc. (CCCS) is a low-growth software business from which executives are raking as much value as possible before they depart.Apparently understanding that there is little growth left in the core business of assessing auto-insurance claims, CCCS recently borrowed heavily to buy a tangentially related, loss-making company for around 15x revenue, or $665.6 mln net of cash acquired, then said on a call that the acquisition is “immaterial.”The reality is a slow-growth company whose aggressive practices in low-balling insurance assessments are straining customer relationships with their insurers.

CCC Intelligent Solutions Hold

The Equity Dispatch #52: Honey Pot