Deep research on scams, frauds, and bad actors. Not financial advice, do your own DD.
Joined July 2023
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Update on $NUTX
Revenue at Risk as Lawmakers Propose Reforms and Stakeholders Press for IDR Overhaul
- New bill to reform IDR and combat abuse
- Consensus is building to reform IDR, pressuring lawmakers
- ~50% of rev at risk
capybararesearch.com/reports…
Last time we reported on $NUTX, we exposed their inflated receivables. 2 months later, the company wrote down receivables by $55M.
IDR reform is coming and it will have much larger impact. We estimate ~50% of revenue could disappear overnight.
Solid work. Sunlight is the best disinfectant $BZAI
1/9: We are short $BZAI (Blaize AI) because we believe that their latest $50mm deal is most likely fake, because the reported counterparty seemingly just appeared out of thin air a few months before the deal, and showcases fake products that appear to be different companies' hardware with the $BZAI and NeoTensr logo slapped on. The company is running out of money, and this PR seems to function merely as a way to boost the stock price ahead of what we believe will be a massive ATM.
Not at all surprised to see the rug pull at $HGRAF $HG.CN .
Textbook pump & dump with shady cast of characters.
Don't be surprised when shares are worth pennies
$NUTX down 33% after hours
- rev down 41%
- $55M one-time adjustment for ineligible claims
It was all in our report, plus much more.
We're short $NUTX again
Retail investors have sent shares rallying, but they misunderstand the company, its financials, and the coming revenue cliff.
#KnowWhatYouOwn
capybararesearch.com/reports…
$NUTX repurchased:
- $5M of shares at avg price of 178
- $20M of shares in 2026
allotted another $25M to repurchase on March 4
$HGRAF $HG.CSE investors are in for a reality check. Should have done their homework
capybararesearch.com/reports…
$HGRAF CEO & Chair has an interesting promo history. includes sex toys, animated porn, and affiliate marketing
We'll be publishing Part 3 on $NUTX after the holidays.
Healthcare fraud and abuse is insidious. It preys on the most vulnerable and harms everyone.
- Lots more to report on that hasn't been touched
- We're sharing our findings with insurance cos and regulators
Retail investors have been enamored with $NUTX's cash and receivables, what they're missing:
- consolidated accounting with VIEs
- subsidiaries have minority owners
- 20-22% of cash and receivables don't belong to shareholders
- cash and receivables are at risk of mark downs and claw backs
- largest source of rev (~50%) BCBS, is furious and wants blood
- employers bear most of the costs from inflated arb awards
- employers directing their employees away from $NUTX
- $NUTX's profitability relies on ripping off payors.
Check why $NUTX peers recently failed: Adeptus Health and American Physician Partners
We're short $NUTX again
Retail investors have sent shares rallying, but they misunderstand the company, its financials, and the coming revenue cliff.
#KnowWhatYouOwn
capybararesearch.com/reports…
Retail investors have been enamored with $NUTX's cash and receivables, what they're missing:
- consolidated accounting with VIEs
- subsidiaries have minority owners
- 20-22% of cash and receivables don't belong to shareholders
- cash and receivables are at risk of mark downs and claw backs
- largest source of rev (~50%) BCBS, is furious and wants blood
- employers bear most of the costs from inflated arb awards
- employers directing their employees away from $NUTX
- $NUTX's profitability relies on ripping off payors.
Check why $NUTX peers recently failed: Adeptus Health and American Physician Partners
New report coming today.
Email subs get notified first
capybararesearch.com/
$HGRAF CEO & Chair has an interesting promo history. includes sex toys, animated porn, and affiliate marketing
$NUTX "Responds to Short Seller Report"
Deflection and non-denial denial of allegations.
CEO Vo is better suited to a prison than a board room.
@nutexhealth #KnowWhatYouOwn
nutexhealth.com/nutex-health…
🚨 $NUTX new report just released 🚨
Part One of our investigative report on Nutex Health.
All new info, not reported elsewhere.
capybararesearch.com/reports…
And, stay tuned for part two. Things are spicy over at $NUTX 🌶️
$NUTX conflicts of interest should make longs pucker.
Especially with insiders and physicians saying the CEO used these conflicts to defraud
