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Ticker: PGHN.SW Company: Partners Group Holding AG

Partners Group Caps Evergreen Fund Redemptions as Requests Rise - Grizzly Research LLC

Grizzly Research says PGHN’s evergreen fund may overstate valuations, citing share-count gaps and alleged markup issues.

Jun 3, 2026 7 min read
Ticker: ASTC Company: Astrotech Corporation

$ASTC: Five Pivots, $262M Lost, and an Unaccountable CEO - Fugazi Research

ASTC’s lunar pivot, low cash runway, and dilution overhang raise fresh financing and governance concerns.

Jun 2, 2026 8 min read
Ticker: INV Company: Innventure, Inc.

Innventure: The Latest Iteration Of A Decades-Long Grift Propped Up By A Fake 300MW Data Center Deal - Morpheus Research

Morpheus Research questions Innventure’s DarkNX deal, citing shell-company red flags, partner denials, and heavy dilution.

May 28, 2026 8 min read
Ticker: MNDY Company: monday.com Ltd.

Ragnarok Research: Monday.com's 70% Crash Prices In Near-Certain Extinction — the Bull Case Is That Agentic AI Needs an Orchestration Layer, and MNDY Already Is One

At ~2x EV/Sales versus a typical 4x SaaS multiple, the market implies roughly 90% probability of terminal decline — Ragnarok puts that at 30%, arguing switching costs are underappreciated and AI agents need exactly what MNDY already provides

May 25, 2026 5 min read
Ticker: NVDA Ticker: ASML

Bristlemoon Capital: The AI Semiconductor Rally Is Being Driven by 444% Leveraged Hedge Fund Pods and FOMO, Not Just Fundamentals — and That Makes It Fragile

Semis outpaced software by 79 percentage points in under six months as market-neutral pods bought semiconductors and shorted software to stay neutral — while generalists piled in admitting they lack technical knowledge of the sector.

May 21, 2026 6 min read
Company: Ottobock SE & Co. KGaA Author: admin

Grizzly Research CEO Interviewed by CNBC on Ottobock: PIK Loan Compounding to €2.1B, All Shares Pledged, and Russia Estimated at 35% of Net Income

Näder Holding has negative equity of €77M, burns ~€200M annually in interest and withdrawals, and the 2028 loan maturity creates a hard deadline — with Ottobock described as the only asset available to service the debt

May 20, 2026 6 min read
Ticker: TE Company: T1 Energy

Fuzzy Panda Research: T1 Energy's FEOC Compliance Rests on a Three-Day-Before-Deadline IP Transfer to a Singaporean Company With No Assigned Patents and an Owner With 15 Years as a Trina Distributor

Without 45X tax credits, T1's operating margins swing from +6% to -31% — and Fuzzy Panda argues the December 29 Evervolt transfer fails IRS timing rules, shows zero patent assignments in global databases, and connects to a sanctioned Chinese state enterprise

May 19, 2026 8 min read
Company: Ottobock SE & Co. KGaA Author: Grizzly Research

Grizzly Research: Ottobock's Controlling Shareholder Took a €1.1B PIK Loan at 15% Interest, Pledged Every Share as Collateral, and His Holding Company Has Negative Equity of €77M

Grizzly estimates the PIK loan will compound to ~€2.36B by 2030, while any share sale to service it could trigger immediate full repayment — and Russia, now 8.8% of revenue, was folded into EMEA reporting just as it became the biggest growth driver

May 19, 2026 8 min read
Ticker: MTC Company: MMTec, Inc.

Fugazi Research: MMTec Trades at 605x Revenue With a $495M Market Cap, Zero Analyst Coverage, Zero Institutional Ownership, and a FINRA-Censured Broker-Dealer as Its Only Business

MTC's entire $807K in annual revenue comes from a 3-person broker-dealer fined $450K by FINRA for failing to detect wash trades and spoofing — while a 1,000% spike in November 2025 had no accompanying news, filing, or business development.

May 18, 2026 6 min read
Company: Czechoslovak Group a.s. Author: Jenny Ahn

Hunterbrook: CSG Paid ~€18M to Unwind a Stake Sale That Generated €410K, With the Counterparty Linked to the Intermediary Behind Nearly a Fifth of Its Entire Backlog

The Singapore shell at the center of the €18M buyback anomaly shares a name with Republikorp — the intermediary Hunterbrook identifies as the conduit for CSG's $2.8B in "Southeast Asia" deals, which appear to point to a single country: Indonesia

May 18, 2026 8 min read
Company: Sterilization Services of Virginia Author: Hunterbrook

Hunterbrook: A 580-Pound EtO Leak at Virginia's Top Medical Sterilizer Likely Exposed 260,000 Residents — 71% of Them Black — While the Facility Sought an Exemption Claiming It Lacked Compliance Technology It Already Had

SSV was the highest-emitting medical sterilizer in the U.S. and fifth-largest EtO emitter overall in 2024, yet received a presidential exemption citing unavailable technology — while Virginia DEQ says it was already equipped to meet 2028 standards two years early

May 17, 2026 6 min read
Ticker: RXO Company: RXO, Inc.

Dalrymple Finance: RXO's EBITDA Has Collapsed to One-Fifth of Its 2022 IPO Target, Leverage Is Accelerating, and Amazon Just Entered Its Market

TTM EBITDA is projected at $96.7M against a $500M 2027 target, debt/EBITDA has risen from 2.9x to a projected 4.4x in two quarters, and intra-quarter revolver draws tripled from $261M to $566M — while the stock trades 50% above its post-earnings low

May 6, 2026 6 min read

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