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Report Archive, Page 3
12 of 188 reportsProblems at Tenable ($TENB): Cyber Boom Leaves Behind Vulnerability Management – HUNTERBROOK
Hunterbrook says Tenable missed bugs an AI tool found and warns vulnerability management is being commoditized by AI and platform bundling.
China Gold International Resources Corp – Spruce Point Capital Management Published: July 29, 2026
Spruce Point says China Gold got 99.5% of 2025 revenue from its top shareholder and flags governance and filing issues.
Google’s AI Return on Investment – Bristlemoon Research
Bristlemoon Capital says Alphabet's AI ROIC is 49% after excluding idle capex, with $123B backlog and Q2 2027 activation.
Lyft: Massive Liabilities, Limited Capacity to Pay Them, and a Deteriorating Business Outlook – Bleecker Street Research
Bleecker Street says Lyft faces up to $2.7B in sexual-assault litigation, risking its $1.7B cash pile.
RTB Digital Is Essentially A Thinly Trafficked Crypto-Media Website Valued at Over $200M – White Diamond Research
White Diamond Research says RTB Digital's $200M valuation isn't supported by traffic, revenue, or platform metrics after a settled SEC fraud case.
Bristlemoon June 2026 Quarterly Letter – Bristlemoon Research
Bristlemoon Capital says ASML EUV shipment estimates are materially ahead of consensus and keeps the stock as a core holding.
Brain-penetrant PROTACs: Arvinas & Nurix Therapeutics $arvn, $nrix – Two Natural Capital
Two Natural Capital examines Nurix NX-5948 and Arvinas ARV-102 as brain-penetrant PROTACs targeting CNS disease and cancer.
Bloom’s Big Lie – Hunterbrook Media
Hunterbrook Media says Bloom Energy's China-linked scandium supply and related-party revenue may undermine its growth story.
$SDOT: The Monkey Branching Playbook- Raise Money, Change the Story, Sell Nothing, Repeat – Fugazi Research
Fugazi Research says SDOT is a cash-starved shell after selling Sadot Latam for $1,000 and piling on dilution.
Problems At StepStone – Hunterbrook Media
Hunterbrook Media says StepStone faces a $2.3B insider buyout tied to SPW marks, with cash shortfall and dilution risk.
Quantum Cyber Stock Is In Trouble With Questionable Businesses and A 500M Fully Diluted Share Count – White Diamond Research
White Diamond Research says QUCY hides a 500M-share dilution overhang behind drone, quantum, and SpaceX hype.
RDW: Selling Space Fantasies. Printing Shares. – Fugazi Research
Fugazi Research says Redwire tripled its share count, relied on ATM issuance, and faces losses, dilution, and control weaknesses.