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Report Archive, Page 3
12 of 242 reportsZenaTech’s CEO-related party Epazz engages in R&D funded by ZenaTech and then sold the tech to Zena for 19 times book value – White Diamond Research
White Diamond Research says ZenaTech paid 19x book value for CEO-linked Epazz tech after $28.2M in R&D advances.
PROG Holdings (PRG): Short Opinion – Jehoshaphat Research
Jehoshaphat Research shorts PRG, citing Four delinquency spikes, weaker Purchasing Power growth, and Progressive Leasing retailer erosion.
Roblox (RBLX): The Safety is Theater, But the Hit to Virality is Real – Bleecker Street Research
Bleecker Street Research says Roblox's age verification and safety controls are bypassable, with growth slowing sharply in 2026.
Deep Fission ($FISN): a Money Pit – Iceberg Research
Iceberg Research says Deep Fission's real power costs are far above its claims, with a major funding gap and regulatory delays.
Claude Unshackled: AI Designs Experimental Antivenom – HUNTERBROOK
Hunterbrook says Anthropic's Claude designed 211 antivenom binders, but missed the goal of a multi-toxin molecule.
Blue Orca is Long Rohm (6963 JP), Chubu Electric (9502 JP) and TRE (9247 JP) – Blue Orca Capital
Blue Orca says Rohm, Chubu Electric and TRE undervalue Toshiba stakes tied to a Kioxia holding worth more than the buyout.
What Lies Beneath: The Developer Building a Data Center on a Former Army Dump Laced With Munitions and Carcinogens – HUNTERBROOK
Hunterbrook reports Digital Realty's Fort Gillem data center found white phosphorus, buried ordnance, and contamination risks.
International Games System (TPEx: 3293) — Profits and Dividends Depend Heavily on Risky, Illegal Southeast Asian Online Gambling Operations – Grizzly Research LLC
Grizzly Research says IGS’s Southeast Asia revenue and JILI brand ties are undisclosed, raising regulatory and dividend risk.
MW is Short Edison International (US EIX) – Muddy Waters Research
Muddy Waters says EIX's wildfire model missed Eaton Fire wind risk, exposing Edison to $4.3B to over $20B in liability.
Bristlemoon 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.