Brevarthan Research
@brevarthanresearch.bsky.social
Stock Jockey, purveyor of snark, musings on stocks, often short, often wrong....https://brevarthanresearch.substack.com/
and its obviously highly regressive...
February 12, 2026 at 11:36 PM
and its obviously highly regressive...
when Burnham Wood comes to Dunsinane
February 9, 2026 at 8:34 PM
when Burnham Wood comes to Dunsinane
I note that Mandy didn't get help on one dodgy employment stint with another convicted felon - Lars Windhorst, although he was keen to introduce Lars to JE, and Windhorst also seemed very keen to meet.
February 4, 2026 at 1:17 PM
I note that Mandy didn't get help on one dodgy employment stint with another convicted felon - Lars Windhorst, although he was keen to introduce Lars to JE, and Windhorst also seemed very keen to meet.
blat. kompromat. Epstein was well trained by his handlers.
February 4, 2026 at 1:15 PM
blat. kompromat. Epstein was well trained by his handlers.
Except Wegg Prosser is in the Epstein files, coordinating meetings with Epstein, discussing a Moscow trip to meet Mr D(eripaska?) and meeting with him at his home independently....
February 3, 2026 at 3:05 PM
Except Wegg Prosser is in the Epstein files, coordinating meetings with Epstein, discussing a Moscow trip to meet Mr D(eripaska?) and meeting with him at his home independently....
Love Blanning. Some good cameos on In Our Time as well. Worth digging up
February 3, 2026 at 10:38 AM
Love Blanning. Some good cameos on In Our Time as well. Worth digging up
I think it was pretty clear ever since about 2003 but its great to finally have confirmation.
February 2, 2026 at 11:22 PM
I think it was pretty clear ever since about 2003 but its great to finally have confirmation.
just get him to deliver up his emails/whatsapps pronto before he deletes. The electronic shredder will be in overdrive.
February 2, 2026 at 10:58 PM
just get him to deliver up his emails/whatsapps pronto before he deletes. The electronic shredder will be in overdrive.
sadly we don't have his whatsapps, presumably deleted or destroyed
February 2, 2026 at 10:52 PM
sadly we don't have his whatsapps, presumably deleted or destroyed
Global Counsel related?
February 2, 2026 at 10:39 PM
Global Counsel related?
To my mind this is just the tip of the iceberg. But its a good start for anyone looking to put the meat on the bones of a short thesis.
January 21, 2026 at 1:31 PM
To my mind this is just the tip of the iceberg. But its a good start for anyone looking to put the meat on the bones of a short thesis.
In December their suit against Mota-Engil went public. I think the suit (viewable on PACER - Western District of Texas) highlights much of the short case. In my post below I analyse and critique the main points: brevarthanresearch.substack.com/p/mota-engil...
Mota-Engil: Swimming in Muddy Waters
A recent defamation suit in Texas reveals much of the substance behind the short case.
brevarthanresearch.substack.com
January 21, 2026 at 1:31 PM
In December their suit against Mota-Engil went public. I think the suit (viewable on PACER - Western District of Texas) highlights much of the short case. In my post below I analyse and critique the main points: brevarthanresearch.substack.com/p/mota-engil...
In short there are red flags aplenty despite recent underperformance, with the CFO leaving, some questionable accounting, net debt increasing and weak fundamentals in its core markets, along with poor investments.
January 14, 2026 at 3:00 PM
In short there are red flags aplenty despite recent underperformance, with the CFO leaving, some questionable accounting, net debt increasing and weak fundamentals in its core markets, along with poor investments.
Votes at 16? I hope its scrapped. Have you met many 16 year olds recently? Frankly 21 would be a better voting age.
January 14, 2026 at 10:48 AM
Votes at 16? I hope its scrapped. Have you met many 16 year olds recently? Frankly 21 would be a better voting age.
He is boxed in by curbing Trumps worst instincts on Ukraine. That's the ultimate goal - keep Ukraine in the fight or at least stop them from being forced into capitulation.
January 11, 2026 at 10:12 AM
He is boxed in by curbing Trumps worst instincts on Ukraine. That's the ultimate goal - keep Ukraine in the fight or at least stop them from being forced into capitulation.
"When they give me numbers, I text Eric and Don Jr, then after 10 minutes, I post.."
January 9, 2026 at 9:24 PM
"When they give me numbers, I text Eric and Don Jr, then after 10 minutes, I post.."
Nice nudge in of the Brothers Karamazov inter alia
December 26, 2025 at 9:21 PM
Nice nudge in of the Brothers Karamazov inter alia
Doing pullups in Brioni suits is not going to be great for the fabric...
December 8, 2025 at 8:51 PM
Doing pullups in Brioni suits is not going to be great for the fabric...