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Latest Reports
12 of 208 reportsBristlemoon September 2026 Quarterly Letter – Bristlemoon Capital
Bristlemoon Capital shorts Campbell's, arguing Walmart's rollout of 11,000 price cuts will squeeze food suppliers and margins.
SVRN: 100,000 to 1, the Ships Gone, the Audit Missing – Fugazi Research
Fugazi Research says SVRN is a massively diluted NEAR-treasury shell facing audit gaps, related-party deals, and Nasdaq delisting risk.
BREAKING: Muse Growth Slows as Downloads Fall – HUNTERBROOK
Hunterbrook Media says Meta's Muse download and DAU growth cooled sharply after its launch surge, amid privacy and billing concerns.
NEW: The Story Millrose Told Wall Street About Lennar Purchases Doesn’t Match The Evidence – HUNTERBROOK
Hunterbrook Media says Millrose's pre-leased Lennar home pitch appears inconsistent with vacant homes, weak yields, and rising debt costs.
Fervo Energy: Big Tech’s Clean Energy Bet Is Unraveling — Hidden Setbacks, A Litany Of Existential Issues & A Commercial Build Out Destined For Failure – Morpheus Research
Morpheus Research says Fervo hid thermal decline, water loss, and seismicity risks ahead of its $2.2B IPO.
Scribe Therapeutics: The World of Epigenetic Editing $sctx – Two Natural Cap
Two Natural Capital questions Scribe Therapeutics' STX-1150, citing modest LDL-C lowering, reversibility doubts, and adoption hurdles.
SDEV: A Dilution Timebomb Wearing a Stablecoin Costume – Fugazi Research
Fugazi Research says SDEV is a SKY token treasury burdened by insider-friendly financing and heavy dilution risk.
EXCLUSIVE: Lennar’s Big New Customer Is Its Own Spinoff, Millrose – HUNTERBROOK
Hunterbrook alleges Lennar used Millrose home purchases to mask soft demand and hit delivery guidance.
How Ethos Sold Wall Street on AI While Powering an Analog Boiler Room – HUNTERBROOK
Hunterbrook says Ethos depends on MLM-style agencies and resold abandoned applications to drive growth and revenue.
Media and Third-Party Coverage on Grizzly Research’s Investigation Into Archer Aviation, Inc. – Grizzly Research LLC
Grizzly Research alleges Archer's Midnight aircraft was delivered twice, with weak production activity and a questioned $6 billion backlog.
Media and Third-Party Coverage on Grizzly Research’s Investigation Into NIO Inc. – Grizzly Research LLC
Grizzly Research says NIO used Weineng to pull forward revenue, oversupplied batteries, and nearly double its true loss.
Media and Third-Party Coverage on Grizzly Research’s Investigation Into 2CRSi SA – Grizzly Research LLC
Grizzly Research alleges 2CRSi's NYGC contract and revenue growth were fabricated through undisclosed related parties.