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Insights & Research

The latest from our research team on markets, risk, and technology.

Skillsoft and Net 1 UEPS
10-K Analysis & Red Flags

Skillsoft and Net 1 UEPS

Bedrock's weekly report including UEPS which has undergone a significant change in management , various execs have resigned from the organization.

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
Traegar and Red Flags from EBAY, CP, NFLX, LEU, and CTXR
10-K Analysis & Red Flags

Traegar and Red Flags from EBAY, CP, NFLX, LEU, and CTXR

Bedrocks weekly report including Traeger's atypical credit risk disclosures, and trade imbalances with China causing increases in shipping costs.

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
A hard day at RFL
10-K Analysis & Red Flags

A hard day at RFL

We flagged Rafael to our institutional clients earlier this week. Yesterday, their stock price dropped due to the failure of a clinical trial.

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
F45 Training and Biovie
10-K Analysis & Red Flags

F45 Training and Biovie

Bedrock's weekly report includes a fitness franchise that just filed their 1st 10-Q Bad debt expense from terminated studios has increased by $1.8M

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
Riot Blockchain, Coupang Inc, and Peloton
10-K Analysis & Red Flags

Riot Blockchain, Coupang Inc, and Peloton

Bedrock's weekly report including RIOT BLOCKCHAIN, impairment of cryptocurrencies of $17.5M this quarter exceeded 50% of total revenues.

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
A brilliant new GTM or a failing product?
10-K Analysis & Red Flags

A brilliant new GTM or a failing product?

Amarin’s headline product is VASCEPA, In September we flagged them slashing their sales force, costing them about $15M in severance,

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
Quantum-SI, Finance of America Companies, and Robinhood Markets
10-K Analysis & Red Flags

Quantum-SI, Finance of America Companies, and Robinhood Markets

Robinhood just filed their first 10-Q. The company has reached a ‘settlement in principle relating to anti-money laundering and cyber-security issues,

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
Ouster, Velodyne Lidar, Blink Charging Co, and Squarespace
10-K Analysis & Red Flags

Ouster, Velodyne Lidar, Blink Charging Co, and Squarespace

Bedrock's weekly report including Velodyne,The audit committee investigation into former exec chair David Hall and wife has cost $3.7M year-to-date.

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read
Altria, Masimo, and Dorman Products
10-K Analysis & Red Flags

Altria, Masimo, and Dorman Products

Bedrock's weekly report including DORMAN PRODUCTS The company’s leases facilities from entities owned by their Executive Chairman and his family etc.

Andre Castillo, Head of Forensic Research at Hudson Labs··3 min read