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.
Table of Contents
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 Funds
Focus: Small/Mid-Cap - @blueoutliercap – Blue Outlier
Focus: Value/Special Situations - @orrdavid – Militia Capital
Focus: Global Long/Short - @natstewart5 – N.A.S. Capital
Focus: Value/Small-caps - @aaronjsallen – Merion Road
Focus: Small-caps - @Mike10947310
Focus: Independent Small-caps Research - @HindeGroup – Hinde Group
Focus: High-quality Compounders - @gatorcapital – Gator Capital
Focus: Long/Short Financials - @fin_capital – Findell Capital
Focus: Long/Short Small-caps - @Josh_Young_1 – Bison Capital
Focus: Oil/Value Investing - @rgrfan – RF Capital
Focus: Global Equities - @SafkhetCapital – Safkhet Capital
Focus: Concentrated Shorts - @WorchCapital – Worch Capital
Focus: Long/Short Growth - @JeffreyCherkin – Tourlite Capital
Focus: Long/Short Equity - @PhilTimyan
Focus: Community Banks - @stoic_point – Stoic Point
Focus: Long/Short Equity and de-SPACs - @JonCukierwar – Sohra Peak
Focus: Concentrated Global Equities - @LaughingH20Cap – Laughing Water
Focus: Value-oriented - @Seawolfcap – Seawolf Capital
Focus: Long/Short - @hkuppy – Praetorian Capital
Focus: Concentrated Special Situations - @1MainCapital – 1 Main Capital
Focus: 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.