WHO TO FOLLOW: Short Sellers and Emerging Managers

December 13, 2024

By Edwin Dorsey

Investigative Financial Journalist & Founder, The Bear Cave

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.

For the long-form version with descriptions of each account, see my 50 best Twitter/X accounts to follow for investing in 2026.

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.

Thanks for reading! You can follow me on X, LinkedIn, or Patron View for more updates.