$YALA reminds us of Let’s Gowex and Luckin Coffee $LK.
We are short $YALA.

Does this $YALA make sense? We think no.
World leading revenue growth, and cash flow generation
coupled with:
A business supposedly based in Africa, CFO/auditor in East Asia, and investor base in North America?
Some of you might see a unicorn. We see an ugly duck.

Like Let’s Gowex + Luckin Coffee, there have been critics of $YALA since its IPO.
The two reports about YALA this week seem to provide more specific and detailed examples of how the company makes no sense.
As was the case for Let’s Gowex + Luckin Coffee.

“How does the $YALA stock play out?” No one knows.
Let’s Gowex went to zero in a few days after we exposed it. Luckin Coffee took few months.
make no mistake: when there are ugly ducks posing as unicorns... good luck. If you try to get cute, you might wake up with a $YALA.Q