Reality shows up in language before it does in the numbers, so we built an early warning system to deliver risk signals to investors. telemetryresearch.co
Joined April 2026
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$HTGC reports after the close today. If they simply repriced to where its peers trade, the stock would fall at least 25%.
- Critical report by @hntrbrkmedia dropped in Feb
- Class action followed naming senior mgmt personally
- Friday: CFO moving to President, new CFO
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9) External pressure stack:
- @hntrbrkmedia critical report Feb 27
- Class action filed naming Bluestein and Meyer
- Friday: CFO moving to President, new CFO arriving in 2 weeks.
- Yesterday: $40M facility expansion to a medical device borrower announced. 1 day before earnings
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Listen for:
- Who answers hard questions? "Before my time" from new CFO is a tell.
- Mark the software book, partially mark it, or hold the line?
- PIK comes up before analysts raise it
- Do they address the lawsuit Hunterbrook at all?
- Change in dividend language
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