A couple weeks ago, Akram released a short thesis on Yalla, calling out an odd business model and then some major issues with the platform - duplicative accounts, low engagement, glitches with the gifting model, etc.On this week's episode we recap that short thesis for those who haven't heard it yet, but then we also go into the aftermath. What's it like to have another short report come out in the same week? Where are the bulls? What about that buyback announcement? And where can this go? Topics CoveredReading materialAkram's Razor's presentation on Yalla - https://www.dropbox.com/s/wntrsycechmyxj9/YallaPrez.pdf?dl=0 and update - https://www.dropbox.com/s/y4wihdy3f7zjz6a/Yalla%20FollowUp.pdf?dl=0Swan Street Research's presentation on Yalla - https://www.swanstreetresearch.com/post/swan-street-is-short-yalla-groupYalla's press releases in repsonse: Standard refutation -  https://seekingalpha.com/pr/18325971-yalla-group-limited-responds-to-short-attack-reports - and stock buyback announcement - https://seekingalpha.com/pr/18328269-yalla-group-limited-announces-up-to-us-150-million-share-repurchase-program