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Report Archive, Page 9
12 of 188 reportsBristlemoon 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 Ho...
“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...
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 ...
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 co...
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 pr...
“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. Indepen...
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% — r...
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 ...
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...
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 na...
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
NEW: Permian Confirms Methane Release After Hunterbrook Investigation
Hunterbrook Capital exposes Permian Resources' massive methane leak near Carlsbad, NM, revealing 15x higher emissions, toxic benzene exposure, and potential environmental and health risks across 80-square-mile region