Brevarthan Research
MichaelFundamental research on energy, industrials and other problem children. Should not be taken as investment advice. Author may have position in stocks discussed. Do your own due diligence.
| Platform |  | Pricing | Freemium | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | brevarthanresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Short Interest - opening thoughts
The first of a series of posts that takes a quizzical look at UK & European disclosed shorts (today's rattle bag: Ashtead Technology, J Sainsbury, Yellow Cake, NCC Group, Pennon Group)
RH - the Universe Intervenes?
(Credit: Town and Country Magazine)
Tullow Oil
The FPSO Kwame Nkrumah (source: Modec)
Tullow Oil: Fire Sale
*Please read the disclaimers at the base of this report. The author has a short position in the companies mentioned below. Does not constitute a recommendation to buy or sell the securities mentioned herein. Do your own due diligence. For P...
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Authors
The writers behind this newsletter.
Former fund manager and energy specialist
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