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Report Archive, Page 6
12 of 155 reportsMicrosoft Denies Partnership with Richtech Robotics
Richtech Robotics stock manipulation exposed: Microsoft partnership claims contradicted, 40% surge followed by $38.7M private placement, $5M revenue vs $16M losses, missed SEC filings, prior fraud allegations. Pump-an...
The Black Hole at $SIDU: Where Massive Amounts of Capital Get Sucked Into the Void
SIDU Space short thesis: related-party revenue dominance (47-50%), massive shareholder dilution (64M+ shares), $2M monthly cash burn, negative unit economics, CEO conflicts of interest, no profitability path, governme...
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 sy...
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 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...