Research
Research Reports
Complete investment research records, preserving the original analysis, data, calculations, and how our judgment changes over time.
Core · Val. Short
Last updated SPCX - SpaceX
The Space Data Center Is a Story Told Without Sincerity
Core · Zero Short
Last updated TMC - The Metals Company
The Core Problem with Deep-Sea Mining Is Not the Permit, but Technology and Commercial Cost
Core · Zero Short
Last updated QBTS - D-Wave Quantum
Quantum Computing Will Not Replace Classical Computing
Probe · Zero ShortPro
Last updated EVTL - Vertical Aerospace
An Electric Vertical Take-Off and Landing Passenger Aircraft
Paid In-Depth Research BiotechResearch
Last updated TXG - 10x Genomics
The Single-Cell Standard, Priced in Advance for Atera
Core · Pair Trade A
Last updated ASST - Strive
The Leveraged Bitcoin Business Model Is Worth Nothing, The Premium Has To Compress
Normal · Zero ShortPro
Last updated FRMI - Fermi
The Business Model May Work, This Company Most Likely Will Not
Normal · Zero ShortPro
Last updated PCT - Purecycle Technologies
A Green Business Whose Numbers Do Not Add Up Has a Hard Time Succeeding Now
Normal · Zero ShortPro
Last updated PLUG - Plug Power
Real Product, Real Demand, Unit Economics That Do Not Add Up
Core · Val. Short
Last updated TSLA - Tesla
Revenue Growth Has Stalled, Earnings Keep Shrinking, and the PE Is Still Absurdly High
Paid In-Depth Research BiotechResearch
Last updated PACB - Pacific Biosciences
Long Reads Won the Technology, Not Yet the Business
Paid In-Depth Research BiotechResearch
Last updated BNGO - Bionano Genomics