
Behind the Curtain
I'm Frankie Gerola, founder of BMF Reports / BMF Capital. With a background in financial analysis, investigative research, and asymmetric risk investing, I specialize in cutting through corporate narratives to expose overlooked truths. I bring a Wall Street edge with Main Street hustle. Seeking not just data, but clarity, accountability, and asymmetric opportunity in the noise. BMF Reports has been featured across Bloomberg, Yahoo Finance, and Business Insider, building a rapidly growing audience of more than 20,000 subscribers and followers seeking independent, no-nonsense market research.
Collectively, companies covered in our reports have experienced declines exceeding 1,000% from peak valuations following our commentary and investigative findings.
In 2025, BMF Reports was recognized as the #1 top-performing activist short platforms in the market, launching 15 activist short campaigns with:
• Average one-month campaign returns of 26.4%
• Mean P&L of 24.5%
• Average win rate of 67%
• Average target market capitalization of $2.1 billion
Alongside our public research platform, BMF Capital has amassed over $16.5 million in assets under management and continues to grow through a concentrated focus on asymmetric opportunities, investigative due diligence, and high-conviction positioning.
We're not interested in noise, consensus, or corporate PR spin. We look for asymmetric opportunity where perception diverges from reality — and where rigorous investigative work can create clarity, accountability, and edge.
BMF Reports exists to illuminate the hidden corners of public companies. We combine forensic financial analysis, OSINT tools, and firsthand sourcing to uncover what investor decks won’t tell you. Whether it’s inflated goodwill, insider games, or vaporware valuations, our reports are sharp, sourced, and unapologetically blunt.
