The Short Report | Curated Financial Analysis from Top Experts

Sign in Subscribe

Staff at Shortreport.fyi

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

Congress Grills Health Insurance CEOs With Hunterbrook Exposé – Sam Koppelman

Congressional investigation exposes UnitedHealth, Cigna, CVS shell GPO schemes diverting billions in pharmacy rebates. UNH, CI, CVS allegedly created fake subsidiaries generating $50M revenue per employee to bypass PBM reforms and hide rebate flows from patients.

BREAKING: Microsoft Denies Partnership with Richtech Robotics – Sam Koppelman

Richtech Robotics stock manipulation exposed: Microsoft partnership claims contradicted, 40% surge followed by $38.7M private placement, $5M revenue vs $16M losses, missed SEC filings, prior fraud allegations. Pump-and-dump scheme analysis.

The Black Hole at $SIDU: Where Massive Amounts of Capital Get Sucked Into the Void – Fugazi Research

SIDU Space short thesis: related-party revenue dominance (47-50%), massive shareholder dilution (64M+ shares), $2M monthly cash burn, negative unit economics, CEO conflicts of interest, no profitability path, government contracts symbolic only, $500M shelf registration risk.

Botswana’s Bad Batch –Nathaniel Horwitz

Quick Summary Hunterbrook Capital's investigative report uncovers a critical public health failure in Botswana where defective tuberculosis drugs, lacking essential active ingredients rifampicin and ethambutol, led to treatment failures nearly doubling (from 22 to 40 cases) and prompted a national emergency. The analysis reveals this incident as symptomatic

Bristlemoon December 2025 Quarterly Letter - Bristlemoon Capital

Bristlemoon Global Fund Q4 2025 quarterly update: -6.2% return, 11.9% 18-month cumulative performance. Long positions in Adobe, Floor & Decor, Baltic Classifieds. Short profits from Nike, Starbucks, National Vision Holdings. Active long/short hedge fund strategy analysis.

“Bullshit” The New Way Health Giants Hide Billions – Laura Wadsten

Executive Summary Hunter Brook Capital's investigative report uncovers how CVS Health, UnitedHealth Group, and Cigna Group engineered secretive PBM group purchasing organization (GPO) subsidiaries; Zinc, Emisar, and Ascent; to divert billions in drug rebates away from health plans and patients. Despite claims of "100% rebate pass-through,"

SEAL SQ & SEALCOIN: A Legitimate Vision or a Fundraising Ploy?

SealSQ LAES stock bearish research: cryptocurrency SEALCOIN lacks technical details, company rebrands off-shelf chips without manufacturing, 59% stock decline since 2023 spin-off. Concerns about legitimacy, unfocused strategy, potential fundraising scheme with WISeKey tokenization.

BMF Reports

BMF Reports bearish analysis of QUBT stock reveals toxic financing, 39% shareholder dilution, $311K revenue vs $17M losses, idle Tempe foundry, non-binding partnerships, and serial pivots from Ticketcart to quantum computing. Critical bearish equity research on Quantum Computing Inc.

Replay – You’re Not as Dumb as You Feel – Herb Greenberg

Ed Borgato investment wisdom: humility, emotional discipline, and behavioral patterns from Lehman Brothers veteran. Market psychology, avoiding predictions, patience as competitive advantage, and timeless investing principles for navigating stock market cycles successfully.