Evidence Sheet: General Electric (GE)
The standing BullScope yardsticks for General Electric, computed from official filings and refreshed with each new edition.
One Drug Is Carrying the Weight. Two Acquisitions Just Added More.
Three years ago, Tarsus Pharmaceuticals was shrinking. Revenue had fallen by more than half in 2022, then fell again in...
Nature’s Sunshine: The Margin Is Climbing. The Stock Is Not.
Nature's Sunshine spent most of its life as a quiet Utah supplement maker, selling herbal capsules through a network of...
Biohaven licenses Japan and Asia rights to Graves’ disease candidate for $80 million upfront and 20% royalties
Biohaven has licensed its lead extracellular IgG degrader, BHV-1300, to Ono Pharmaceutical for exclusive development and commercialization
Evidence Sheet: American Express (AXP)
The standing BullScope yardsticks for American Express, computed from official filings and refreshed with each new edition.
The $14 Acquisition Price and the Arbitrage Gap the Market Is Pricing
The short version Sun Pharmaceutical agreed in April 2026 to buy Organon for $14.00 a share in cash, a deal...
Alphabet’s Margins Are the Best They’ve Ever Been. The Stock Assumes They Stay That Way Forever.
A 34% operating margin and a share price sitting meaningfully below its peak: those two facts should not coexist in...
Evidence Sheet: Morgan Stanley (MS)
The standing BullScope yardsticks for Morgan Stanley, computed from official filings and refreshed with each new edition.
Travere Therapeutics: One Drug, Two Labels, and a Company That Looks Almost Nothing Like It Did Two Years Ago
For most of its life, Travere was a small rare-disease company running hard to stay ahead of its own losses....
Gasoline Prices Are Surging. Hiring Has Nearly Stopped. The Fed Just Raised Rates Again.
Three things that should not all be true at once are all true right now. The U.S. economy added only...
BullScope is an evidence-first investment research publication. Every note starts in the filings: what companies actually report, what the market assumes, and where the two disagree. We read the numbers so you can read the story. Not investment advice.