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 | 39 | Founded | 5 years ago | Last Issue | 8 days ago |
| Active | |||||
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brevarthanresearch.substack.comLatest Issues
UK Shorts - Top 5 disclosed shorts going into June 2026: Ibstock; WHSmith; Wizz Air; Vistry; Greggs
Energy intensity, housebuilding, air travel and...sausage rolls make up the top 5 disclosed shorts in the UK taken from the FCA website.
Ibstock (15.4%)
UK Energy: An Inconvenient Truth
Just because Ed Miliband wishes it so does not make it true
*Please read the disclaimers at the base of this report. The author may maintain a short position in the company (or companies) mentioned below. Does not constitute a recommendati...
Mota-Engil and its Debt: Muddier Waters
A follow up on our initial investigation into the Muddy Waters defamation case
Picture: Autopista Siervo de La Nacion, Mexico
Carvana, DriveTime, Hindenburg and Gotham City
Two Things Can Be True: Carvana may be extreme flaky and overvalued, and Gotham's report may have numerous inaccuracies and exaggerated claims.
*Please read the disclaimers at the base of this report. The author may have positions (long or...
Short Interest - Update: NCC Group & Ashtead Technology
NCC receives a low-ball price for Escode and Ashtead Tech fails to deliver the big miss the shorts were looking for.
*Please read the disclaimers at the base of this report. The author may maintain either short or long positions in the com...
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| Subscribers | Engagement | 62 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Former fund manager and energy specialist
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