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  "documentTitle": "Super Micro Computer, Inc. (SMCI)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Spruce Point Capital Management",
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  "sourceTypeLabel": "Short seller",
  "presentationDate": "2023-01-10 00:00:00",
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  "notes": "Uses a side-by-side comparison of risk disclosures to show how the company's risk profile has evolved/worsened regarding large customer dependency.",
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      "kind": "paragraph",
      "text": "By SMCI targeting larger customers such as Facebook, risks to SMCI shareholders are amplified. While it certainly helps boost revenue, margins are typically lower and cash flow can become impaired according to a revised risk factor made by SMCI.",
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      "text": "Source: 2022 10-K and 2021 10-K",
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      "kind": "title",
      "text": "Read The Fine Print + Be Careful What You Wish For...Bigger Is Not Necessarily Better",
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      "arcName": "Overcoming the Monster",
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