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Report Archive, Page 7
12 of 242 reportsGuggenheim’s Quiet Owner: $130B Insurance Giant Dodges Walter Drama Tied to Lakers Sale – HUNTERBROOK
Hunterbrook examines Sammons insurers’ Guggenheim ties, reclassification of related-party holdings, and Walter-linked exposure.
The Entity That Bought Jinko’s Florida Plant Is Run by the Family of China’s “Sun King” – HUNTERBROOK
Hunterbrook says JinkoSolar sold a Florida plant to a Shi family-controlled buyer while preserving Section 45X tax credits.
How Mat Ishbia Mortgaged UWM To Fund His NBA Dream – HUNTERBROOK
Hunterbrook says UWM's $27.5B rate bet drove a $603M loss, slashed book equity, and led to Oaktree rescue financing.
Willscot Holdings: Aggregating Acquisitions Hides a Collapsing Core – DF Research
Dalrymple Finance says WillScot’s cold-storage acquisitions mask a $207M revenue hole and a looming refinancing wall.
BREAKING: Kawhi Leonard’s Other Undisclosed “Sponsorship” Deal – HUNTERBROOK
Hunterbrook Media alleges Daktronics paid Kawhi Leonard for no work amid going-concern warnings and NBA scrutiny.
BREAKING: Nebius Told Investors Vineland Data Center Was “On Track” Days After Undisclosed Stop Orders – HUNTERBROOK
Hunterbrook Media reports Vineland halted unpermitted fuel-cell and LNG work at Nebius's NBIS data center, raising disclosure concerns.
Problems at Tenable ($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.