WHO TO FOLLOW: Short Sellers and Emerging Managers
I’ve compiled a list of every significant short seller and emerging manager worth following. These are the people actually moving…
I’ve compiled a list of every significant short seller and emerging manager worth following.
These are the people actually moving markets and finding opportunities.
I’ve broken them into two categories: established short sellers and up-and-coming managers.
Overview
- 30 established short-selling research firms
- 21 emerging managers specializing in different strategies
- All actively publishing research in the last year
Active Short Sellers
Each of these firms has published significant research through The Bear Cave newsletter:
- @BlackMambaShort – Black Mamba Research
- @Bleecker__St – Bleecker Street Research
- @blueorcainvest – Blue Orca Capital
- @BonitasResearch – Bonitas Research
- @CapybaraShort – Capybara Research
- @CitronResearch – Citron Research
- @CulperResearch – Culper Research
- @FuzzyPandaShort – Fuzzy Panda Research
- @GlassH_Research – GlassHouse Research
- @GothamResearch – Gotham City Research
- @ResearchGrizzly – Grizzly Research
- @HindenburgRes – Hindenburg Research
- @hntrbrkmedia – Hunterbrook Media
- @IcebergResear – Iceberg Research
- @JCap_Research – J Capital Research
- @JehoshaphatRsch – Jehoshaphat Research
- @KerrisdaleCap – Kerrisdale Capital
- @muddywatersre – Muddy Waters Research
- @NMRtweet – Night Market Research
- @NingiResearch – NINGI Research
- Old Time REITster
- @SafkhetCapital – Safkhet Capital
- @ScorpionFund – Scorpion Capital
- @SnowCapResearch – Snowcap Research
- @sprucepointcap – Spruce Point Capital
- @sunshine_rsrch – Sunshine Research
- @FriendlyBearSA – The Friendly Bear
- @viceroyresearch – Viceroy Research
- @WolfpackReports – Wolfpack Research
Emerging Managers to Watch
These managers are building track records in specific niches:
- @Jaro_rogue – Rogue FundsFocus: Small/Mid-Cap
- @blueoutliercap – Blue OutlierFocus: Value/Special Situations
- @orrdavid – Militia CapitalFocus: Global Long/Short
- @natstewart5 – N.A.S. CapitalFocus: Value/Small-caps
- @aaronjsallen – Merion RoadFocus: Small-caps
- @Mike10947310Focus: Independent Small-caps Research
- @HindeGroup – Hinde GroupFocus: High-quality Compounders
- @gatorcapital – Gator CapitalFocus: Long/Short Financials
- @fin_capital – Findell CapitalFocus: Long/Short Small-caps
- @Josh_Young_1 – Bison CapitalFocus: Oil/Value Investing
- @rgrfan – RF CapitalFocus: Global Equities
- @SafkhetCapital – Safkhet CapitalFocus: Concentrated Shorts
- @WorchCapital – Worch CapitalFocus: Long/Short Growth
- @JeffreyCherkin – Tourlite CapitalFocus: Long/Short Equity
- @PhilTimyanFocus: Community Banks
- @stoic_point – Stoic PointFocus: Long/Short Equity and de-SPACs
- @JonCukierwar – Sohra PeakFocus: Concentrated Global Equities
- @LaughingH20Cap – Laughing WaterFocus: Value-oriented
- @Seawolfcap – Seawolf CapitalFocus: Long/Short
- @hkuppy – Praetorian CapitalFocus: Concentrated Special Situations
- @1MainCapital – 1 Main CapitalFocus: High-quality Growth
Conclusion
Don’t just follow these accounts blindly.
Use them as a starting point for your own research.
The best investors verify everything independently.
And remember: Even the most famous short sellers get things wrong.
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