Skip to content
HeyJared

Brevarthan Research

Fundamental 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.

Newsletter · By Michael · Official site

Indexed issues, last 90 days
6
Latest publication
Sep 29, 2026
Audience
Checking…
Earliest in this view
Jul 6, 2026

Latest issues

  1. Issue · Sep 29, 2026

    UK Short Interest “Rattle Bag” (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    <img alt="" class="sizing-normal" height="247" src="https://substackcdn.com/image/fetch/$s_!2jNv!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb3ed4726-2ee9-4561-aea1-81f00d5578a9_392x247.png" w

  2. Issue · Sep 11, 2026

    Ibstock: Between Scylla and Charybdis (opens the original)

    Excerpt

    Read excerpt

    <img alt="" class="sizing-normal" height="802" src="https://substackcdn.com/image/fetch/$s_!fs13!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F00a98cc5-8e4d-4b0c-8623-9d6ec59de631_1228x802.png"

  3. Issue · Aug 13, 2026

    Siltronic: Wafer-time? (opens the original)

    Excerpt · Neutral tone

    Read excerpt

    <img alt="" class="sizing-normal" height="564" src="https://substackcdn.com/image/fetch/$s_!0Y4f!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9b9a31b8-6165-4ffe-873c-14180025aebc_1018x564.png"

  4. Issue · Jul 16, 2026

    Nothing Beats a Jet2....investment? (opens the original)

    Excerpt

    Read excerpt

    <img alt="" class="sizing-normal" height="575" src="https://substackcdn.com/image/fetch/$s_!4Yz-!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F37a360bc-4c3a-4bc4-8722-74a2c240907e_2146x8

  5. Issue · Jul 16, 2026

    Jet2 article (opens the original)

    Excerpt

    Read excerpt

    The article will (hopefully!) be republished when their servers are back online…

Publishing over time

Last 90 days. Choose a month to open its work.

Recurring subjects

Named in the text we hold. One piece can cover several.

Audience

No verified audience measurement yet.

About this data

Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.

Identity or attribution wrong? Suggest a correction.

See coverage about Brevarthan Research