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2 months ago | 
hntrbrk.com | Sam H. Koppelman |Lynnley Browning |Jim Impoco
A look at the uphill battle faced by EVgo, a bellwether of the charging industry. Hunterbrook Media’s investment affiliate, Hunterbrook Capital, did not take any positions related to this article.
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Jan 22, 2025 | 
hntrbrk.com | Nathaniel Horwitz |Sam H. Koppelman |Jim Impoco
Schrödinger (NASDAQ: $SDGR) uses quantum mechanics to design new medicines and materials. All top 20 pharmaceutical companies buy its software. Schrodinger’s SEC filings and website claim that the top 20 pharmaceutical companies by revenue are all customers. Many startups pay it royalties and equity in deals worth tens of millions to access its platform. The Eli Lilly acquisition of Morphic Therapeutics Inc. resulted in $47.6 million to Schrödinger. The Takeda Pharmaceutical Co. Ltd.
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Dec 9, 2024 | 
hntrbrk.com | Sam H. Koppelman |Michelle Cera |Jim Impoco
It was a brutal autumn for the weapons detection company Evolv. An estimated $4-6 million accounting error cost it $300 million in market cap. Its CEO and CFO were forced out, just weeks before a settlement with the FTC over allegations of misleading marketing. An SEC probe appears to be ongoing. And they even got caught up in the drama surrounding New York City Mayor Eric Adams. But the crazy thing about Evolv?
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Nov 28, 2024 | 
hntrbrk.com | Sam H. Koppelman |Jim Impoco
A new FOIA response from the SEC confirmed that its Division of Enforcement has engaged in “investigative matters” related to Roblox Corp. (NYSE: $RBLX). This is a complete reversal from August, when the SEC said it had no records on Roblox in a response to an earlier FOIA request, indicating that the probe is new.
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Nov 25, 2024 | 
hntrbrk.com | Sam H. Koppelman |Jim Impoco
The telehealth-boosting surgeon and Johns Hopkins University professor is currently the chief medical officer at a company that prescribes compounded GLP-1 drugs through the mail. Based on Hunterbrook Media’s reporting, Hunterbrook Capital is long Hims & Hers Health (NYSE: $HIMS) at the time of publication. Positions may change at any time. See full disclosures below. The FDA’s oversight of compounded GLP-1 drugs has complicated Hims & Hers Health Inc.
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Nov 21, 2024 | 
hntrbrk.com | Sam H. Koppelman |Jim Impoco
A new FOIA response from the SEC confirmed that its Division of Enforcement has engaged in “investigative matters” related to Roblox Corp. (NYSE: $RBLX). This is a complete reversal from August, when the SEC said it had no records on Roblox in a response to an earlier FOIA request, indicating that the probe is new.
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Nov 18, 2024 | 
hntrbrk.com | Jenny Ahn |Sam H. Koppelman |Jim Impoco
Investigation launched following Hunterbrook Media reporting on Winnebago’s alleged effort to suppress information about this defect. The CEO had called complaints about frame failure “misinformation.” One of its major investors just sold more than half its stake. Hunterbrook Media’s investment affiliate, Hunterbrook Capital, did not take any positions related to this article.
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Oct 4, 2024 | 
hntrbrk.com | Sam H. Koppelman |Nathaniel Horwitz |Jim Impoco
On-the-ground reporting in the aftermath of Hurricane Helene reveals no timeline for return of high-purity quartz production essential to the global technology supply chain — but resilience from the people fighting to bring the mines, and their community, back. Based on Hunterbrook Media’s reporting, Hunterbrook Capital is long Ferroglobe Plc (NASDAQ: $GSM), long Nordic Mining ASA (Oslo: $NOM), and long Elkem ASA (Oslo: $ELK) at the time of publication.
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Sep 30, 2024 | 
hntrbrk.com | Sam H. Koppelman |Eve Peyser |Michelle Cera |Jim Impoco
“Eventually it got to a point — sorry, this is graphic — where I had to clean up his vomit that was in the bathtub because he couldn’t control how fast it was coming up.” Based on Hunterbrook Media’s reporting, Hunterbrook Capital is short Cava Group (NYSE: $CAVA) and long a basket of comparable securities including Sweetgreen (NYSE: $SG) and Shake Shack (NYSE: $SHAK) at the time of publication. Positions may change at any time. See full disclosures below.
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Sep 23, 2024 | 
hntrbrk.com | Jenny Ahn |Michelle Cera |Nick Gibbons |Jim Impoco
Structural Failure: Winnebago’s best-selling Grand Design RVs (~35% of total revenue according to Hunterbrook’s analysis) appear to be experiencing widespread frame failure, potentially affecting thousands of units sold for more than a billion dollars. This defect has led to costly damage and potential safety hazards, and rendered some RVs unroadworthy.
