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Author: Hunterbrook

Botswana’s Bad Batch

Defective TB drugs lacking active ingredients caused treatment failures to nearly double in Botswana after emergency procurement bypassed quality controls, sourcing from an unproven India-based supplier — part of a systemic global supply chain collapse affecting South Africa, the UK, and Australia

Jan 26, 2026 7 min read
Author: Bristlemoon Capital Ticker: FICO

Bristlemoon December 2025 Quarterly Letter

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

Jan 9, 2026 4 min read
Ticker: CVS Author: Hunterbrook

“Bullshit” The New Way Health Giants Hide Billions

CVS, UnitedHealth, and Cigna allegedly created shell GPO subsidiaries retaining 15–20% of drug rebates as hidden fees despite "100% pass-through" promises, operating from ghost offices yet generating ~$50M revenue per employee — drawing federal investigations and multi-million dollar settlements

Jan 7, 2026 9 min read
Author: BMF Reports Ticker: LAES

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

Jan 6, 2026 5 min read
Author: BMF Reports Ticker: QUBT

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.

Jan 6, 2026 7 min read
Author: Herb Greenberg, Red Flag Alerts

Replay – You’re Not as Dumb as You Feel

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

Jan 2, 2026 6 min read
Ticker: ACHV Author: Hunterbrook

“Put it in the water!” - How a Toxic Tree May Save Thousands of Smokers

Achieve Life Sciences ACHV stock analysis: cytisinicline smoking cessation breakthrough therapy with Phase 3 trial success offset by financial runway crisis, supply chain risks, and promotional stock activity. Independent equity research with disclosed long position by Hunterbrook Capital

Dec 30, 2025 7 min read
Author: Two Natural Capital

Antibodies, Antibody Fragments, and Peptides: Targeting Muscular Diseases with RNA

RNA therapeutics targeting muscular diseases face unresolved delivery and nuclear access challenges that companies may be understating, with PepGen's 53.7% splicing correction dwarfing Avidity's 16% and Dyne's 27% — raising questions about measurement consistency or overstated claims

Dec 19, 2025 6 min read
Author: Viceroy Research Company: Vedanta Limited (VEDL.NS)

Vedanta – ITD Alleges Tax Evasion by VRL

India's Income Tax Department alleges Vedanta used an offshore Mauritius entity to evade ~$145M in taxes, with potential 200% penalties, while six statutory demands and an adverse order were allegedly never disclosed to bondholders despite Vedanta's own disclosure policy

Dec 19, 2025 4 min read
Author: Capybara Research Ticker: NUTX

Problems at Nutex, Part Two: Misunderstood by Investors and Facing a Revenue Cliff As Schemes Unravel

Capybara Research exposes Nutex Health's alleged systematic billing fraud, revealing a 228% revenue spike, massive receivables inflation, and potential $300M markdown risk through fraudulent arbitration practices with HaloMD

Dec 16, 2025 9 min read
Author: Bleecker Street Research Ticker: VIA

Via Transportation (VIA): Road to Nowhere

Via Transportation (VIA) bearish research reveals 72% revenue from labor services, inflated metrics, software decoupling risks, and potential 60% downside as federal grants expire, challenging its software platform narrative

Dec 16, 2025 7 min read
Ticker: RDNT Author: Hunterbrook

RadNet: The AI Story That Doesn’t Add Up

RadNet's AI transformation exposed: Short report reveals accounting manipulations, artificial growth, and valuation disconnect in medical imaging company, challenging inflated tech narrative and market positioning

Dec 16, 2025 6 min read

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