The Short Report | Curated Financial Analysis from Top Experts

The Short Report | Curated Financial Analysis from Top Experts

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Latest — 23 Feb 2026

Toxic Smoke and Mirrors: How a Petrochemical Giant Broke Its Promise – Till Daldrup

Original Research by Hunterbrook Media | Read Full Report The investigation identifies a consistent pattern of environmental violations and community health risks at Indorama Ventures’ Gulf Coast petrochemical facilities. The analysis documents more than 19,000 pounds of ethylene oxide, a substance significantly more carcinogenic than previously estimated, released across eight

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Did The Pentagon-OpenAI Deal Kill BigBear? - Sam Koppelman

BigBear.ai BBAI stock analysis: Pentagon GenAI.mil platform threatens $250M Ask Sage acquisition. Defense AI market competition, DoD contracts, military AI deployment strategy, and bearish equity research on defense technology stocks.

$OPTX: Zooming in on a Capone Style De-SPAC Where the Boss Cashes in and Takes All - Fugazi Research

OPTX stock analysis reveals CEO Al Kapoor's alleged de-SPAC scheme concentrating 80% control with 21M dilutive earnout shares, negative cash flow, $600K cash, fraud allegations, and Nasdaq non-compliance. Syntec Optics Holdings bearish research report.

RXO's Quiet Foreclosure - Keith Dalrymple

RXO Inc. debt restructuring analysis: $600M unsecured credit replaced with $450M secured ABL facility signals quiet foreclosure, lender cash flow control via lock-box, equity subordination, liquidity shortfall, and distressed refinancing despite management growth claims.

EOS Behind the Hype: Unmasking the Dark Reality of the Mysterious Korean Contract – Grizzly Research

Quick Summary Electro Optic Systems Holdings Ltd (ASX: EOS) is alleged to have deliberately misrepresented an $80 million Korean defense contract to inflate its share price, with the undisclosed counterparty identified as Goldrone Co., Ltd, a micro scale agricultural drone operator with peak revenues under $500,000, three employees, and

RXO: 4Q Large Miss, Liquidity Crisis and Accounting issues – Keith Dalrymple

RXO Inc. is facing mounting financial stress, with warnings of a potential liquidity crunch as cash balances are estimated at roughly $25 million, free cash flow is projected to be negative by about $25 million in Q4 2025, and gross margin deterioration threatens to drive EBITDA down to approximately $4

The Wrap – But Aren't Stocks Supposed To Go Straight Up? - Herb Greenberg

Herb Greenberg’s latest Red Flag Alerts report cautions that, despite rising stock prices and broadly bullish market sentiment, several large cap companies face meaningful risk from weakening fundamentals, inflated guidance narratives, and unsettling similarities to past market bubbles. The analysis focuses on how headline driven rallies, such as Corning’

NEW: Ubiquiti Wi-Fi (And Surveillance Camera!) on Epstein’s Island – Jenny Ahn

Ubiquiti Inc. networking and surveillance equipment was used to operate the communications infrastructure on Jeffrey Epstein’s Little St. James island, with FBI raid photographs and Department of Justice records showing UniFi servers, switches, cameras, and recorders capable of supporting roughly 800 to 1,000 devices, indicating an enterprise scale

BREAKING: Sable Discloses Federal Subpoenas on Hunterbrook Findings – Till Daldrup

Sable Offshore federal investigation SEC SDNY selective disclosure Phil Mickelson Santa Barbara pipeline subpoena enforcement risk stock offering cash position short report

The Wrap – A Funny Thing Happened On the Way to Cloning My Voice... – Herb Greenberg

Herb Greenberg’s latest “On the Street” post describes a hands on experiment with voice cloning technology, specifically Eleven Labs, to produce audio versions of his equity research reports. While the tool promised easy and authentic voice replication, the results exposed technical limitations, inefficient workflows, and a noticeable loss of