The accounts below are ones I follow personally and have already endorsed in The Bear Cave, on my page of recommended X accounts, or in Sunday's Idea Brunch. The criteria are simple: specific over vague, skin in the game, and consistent enough that following the account improves your information diet. The list is grouped into the categories I actually use when I'm researching — short sellers and forensic, hedge funds, value, and macro.
Best Activist Short Sellers and Forensic Research Firms on X in 2026
- @AlderLaneEggs — Marc Cohodes. Veteran activist short-seller; unfiltered theses on FTX, Signature Bank, MiMedx, NovaStar.
Why follow: Earliest public signal on activist short campaigns. - @HindenburgRes — Hindenburg Research. Forensic short reports; bio: "Popped bubbles as we saw them, including our own."
Why follow: Real-time alerts on major activist short reports. - @muddywatersre — Muddy Waters Research. Activist short shop with cross-border reporting; affiliated with Muddy Waters Capital.
Why follow: International forensic shorts, particularly Asia exposure. - @CulperResearch — Culper Research. Active short-research firm focused on small- and mid-cap U.S. names.
Why follow: Steady cadence of detailed bearish reports on under-covered tickers. - @sprucepointcap — Spruce Point Capital. Forensic short-selling firm founded by Ben Axler.
Why follow: Governance and accounting-driven shorts with deep document work. - @KerrisdaleCap — Kerrisdale Capital. Short-biased hedge fund led by Sahm Adrangi (interviewed in Idea Brunch).
Why follow: Hedge-fund perspective on shorts, broader than report-only firms. - @JCap_Research — J Capital. "Activist short- and long-research shop publishing investigative reports on publicly traded companies."
Why follow: China and Asia-listed forensic short research. - @blueorcainvest — Blue Orca Capital. Cross-border activist short firm founded by Soren Aandahl.
Why follow: International forensic shorts with Glaucus-lineage methodology. - @viceroyresearch — Viceroy. Long-running activist short outfit with reports on Steinhoff, Capitec, and others.
Why follow: Multi-year track record across geographies. - @CitronResearch — Citron Research. Andrew Left's research outfit, publishing since 2001.
Why follow: Multi-decade short-research perspective. - @hntrbrkmedia — Hunterbrook. "Accountability. News & Investigations. No ads. No paywalls." Investigative journalism with an in-house long/short fund.
Why follow: Different model — journalism-grade investigations with a fund attached. - @WolfpackReports — Wolfpack Research. Short-biased research firm founded by Dan David.
Why follow: Niche short-research on small/mid-cap and Asia-exposed names. - @FriendlyBearSA — The Friendly Bear. Independent short-focused account, fixture of my multi-year recommendations.
Why follow: Independent voice in the activist-short ecosystem. - @BonitasResearch — Bonitas Research. "Activist short seller. Voicing opinions."
Why follow: Active short-research firm publishing on under-covered names. - @FuzzyPandaShort — FuzzyPanda. "Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best."
Why follow: Specialist coverage of stock-promotion schemes and bankruptcy-bound issuers. - @ScorpionFund — Scorpion Capital. "Activist short selling focused on frauds and promotes."
Why follow: Fraud-and-promotion-focused activist short reports. - @SnowCapResearch — Snowcap. Investment firm "focused on deep research and active engagement."
Why follow: Engagement-driven research, not a pure short shop. - @IcebergResear — Iceberg Research. "Revealing financial manipulation and accounting frauds."
Why follow: Forensic accounting-driven shorts on global issuers. - @NonGaap — Mike (NonGaap Investing). "Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics."
Why follow: Best-in-class corporate governance and options-grant analysis on X. - @footnoted — Michelle Leder. "Reading SEC filings obsessively for the past 20 years. Home of the Friday Night Dump."
Why follow: Footnote-level disclosure analysis from the analyst who created the niche. - @TheIpHawk — IPHawk. "Paid Stock Promotions, Patents & Investments."
Why follow: Real-time tracking of paid stock-promotion campaigns. - @sharesleuth — Chris Carey. "Investigative business reporter."
Why follow: Long-running investigative coverage of microcap fraud.
Best Emerging Hedge Fund Managers on X in 2026
- @hkuppy — Kuppy (Praetorian Capital). Macro-driven hedge fund; runs Kuppy's Korner blog. Idea Brunch interviewee.
Why follow: Independent macro thinking from a fund manager who updates publicly. - @Seawolfcap — Porter Collins (Seawolf). "Value investor, short seller, and 2-time Olympian." Big Short alum.
Why follow: Long/short financials with a public track record. - @gatorcapital — Derek Pilecki (Gator Capital). "Portfolio manager — Financials."
Why follow: Specialist long/short coverage of bank and financial stocks. - @AltaFoxCapital — Connor Haley. "Long-term focused investment firm out of Fort Worth, TX."
Why follow: Small/mid-cap activist long/short campaigns. - @SuperMugatu — Dan McMurtrie (Tyro Partners). Consumer/tech-focused L/S manager.
Why follow: Public commentary from a sharp consumer-tech long/short PM. - @CliffordSosin — Clifford Sosin (CAS Investment Partners). Concentrated long-biased PM.
Why follow: Concentrated value perspective from a working hedge fund manager. - @WorchCapital — Ryan Worch. "Principal of a growth-oriented long/short equity strategy."
Why follow: Growth-tilted long/short ideas. - @GavinSBaker — Gavin Baker (Atreides Management). Tech-focused L/S CIO.
Why follow: Public commentary from one of the more vocal tech L/S managers. - @orrdavid — David Orr (Militia Capital). Hedge fund + ETF; Idea Brunch interviewee.
Why follow: Off-the-beaten-path equity ideas from a working PM. - @stoic_point — Stoic Point Capital Management. Long/short equity and de-SPACs.
Why follow: L/S coverage of post-SPAC names where most managers don't operate.
Best Value Investing and Special Situations Accounts on X in 2026
- @RagingVentures — Bill Martin (Raging Capital Ventures). Mid-cap value + commentary on tech and start-ups; runs a free quarterly newsletter.
Why follow: High-conviction value ideas from a manager I have called "criminally underfollowed." - @1MainCapital — Yaron Naymark. Concentrated long-biased high-quality growth investor.
Why follow: Concentrated quality-growth ideas from an emerging manager. - @HaydenCapital — Fred Liu. "Global investor. Lifelong learner."
Why follow: Global growth-value ideas with a long-form commentary style. - @JohnHuber72 — John Huber (Saber Capital Management). Long-term compounder investor; publishes investment notes.
Why follow: Long-term value with public investment notes. - @TSOH_Investing — Alex Morris (TSOH Investment Research). Author of Buffett & Munger Unscripted.
Why follow: Concentrated compounder portfolio with deep written research. - @AndrewRangeley — Andrew Walker (Yet Another Value Podcast). Special situations + frequent investor interviews.
Why follow: Mid-cap value, special situations, and one of the better investor podcasts on the network. - @iancassel — Ian Cassel (MicroCapClub). Microcap-focused investor; author of Stock Picker.
Why follow: Canonical voice in microcap investing. - @alluvialcapital — Dave Waters (Alluvial Capital). "I buy weird, weird stuff."
Why follow: Deep microcap and special-situations value. - @natstewart5 — Nat Stewart. Small/microcap newsletter for professional investors; deep value, GARP, special situations.
Why follow: Concise small-cap value research. - @LaughingH20Cap — Laughing Water Capital. "Value-focused private investment partnership focused primarily on public equities."
Why follow: Value-leaning long perspective from a working partnership. - @JonCukierwar — Jon Cukierwar (Sohra Peak Capital Partners). Concentrated global equity investor.
Why follow: Concentrated global equity ideas from an emerging manager. - @blueoutliercap — Blue Outlier. "USN veteran, tar heel, value investor."
Why follow: Value/special-situations coverage from an emerging manager. - @aaronjsallen — Merion Road. "Miami-based fundamental investor."
Why follow: Small-cap fundamentals from a working PM.
Best Macro and Banking Accounts on X in 2026
- @AndurandPierre — Pierre Andurand. "Hedge fund manager specialized in commodities."
Why follow: Commodities and oil macro from a fund manager who posts publicly. - @PhilTimyan — Phil Timyan. "Private investor, hedge fund manager, and blogger with over 25 years professional experience in community bank stock investment and shareholder activism."
Why follow: Single best community-bank specialist on X. - @John_Hempton — John Hempton (Bronte Capital). Long-running short-and-long manager.
Why follow: Global L/S perspective with a multi-decade publishing history. - @doomberg — Doomberg. Anonymous energy and finance Substack.
Why follow: Energy and finance commentary that frequently moves the broader macro conversation. - @10kdiver — 10-K Diver. "I help people understand the fundamentals of finance and investing."
Why follow: Plain-language threads breaking down financial concepts — useful for any reader, regardless of category.
How to Build a Curated FinTwit Feed
The biggest mistake is following 50 accounts in one feed. Use X Lists to separate them by use case — a short-research list, a value list, a macro list — and switch between them depending on what you're working on. The four lists I maintain are public; the links are below. Pair them with the free research tools I keep on my site for the slower, document-driven side of the work.
Review your follows quarterly. Accounts go quiet when managers are deep in a position, get commercial when someone takes on sponsorships, or drift focus over time. A 15-minute review keeps the feed high-signal.
My Public X Lists
FAQ
Who is Edwin Dorsey? I'm the founder of The Bear Cave, an investigative newsletter on corporate misconduct, and Sunday's Idea Brunch, an interview newsletter with emerging fund managers. I'm a Stanford economics graduate.
What is FinTwit? Financial Twitter — the corner of X where investors, fund managers, and forensic researchers share market analysis. There is no separate platform; FinTwit is defined by who you follow.
What is short idea generation? The process of finding stocks that are overvalued, misleading investors, or experiencing deteriorating fundamentals — i.e., the kind of company a short-seller would bet against. For a worked example from my own research, see KinderCare down 70% since investigation.
Who are the best short-sellers to follow on X in 2026? Marc Cohodes (@AlderLaneEggs), Hindenburg Research (@HindenburgRes), Muddy Waters (@muddywatersre), Culper (@CulperResearch), and Spruce Point (@sprucepointcap) are the firms I track most closely. The full list of 22 short and forensic accounts is in the section above.
How do I find good investing accounts on X without the noise? Start with the four public X Lists linked above. Each is grouped by use case so you can build a research feed without sorting through thousands of accounts manually.
Are FinTwit accounts a reliable source for investment ideas? They're a useful input, not a decision-making tool. The accounts above help you find ideas worth researching. They are not a substitute for doing your own due diligence.
Who is the best stock picker on X (Twitter)? That depends on your investment strategy. The 50 accounts in the list above are organized by approach — activist short sellers and forensic research (led by Marc Cohodes / @AlderLaneEggs, Hindenburg Research, Muddy Waters, Culper, and Spruce Point), emerging hedge fund managers, value investing and special situations accounts, and macro and banking analysts. Start with the section that matches the kind of stock picking you want to follow.
What is the best Twitter (X) account to follow for stock market news? For breaking corporate misconduct, fraud research, and activist short signals, the short sellers section above (Marc Cohodes, Hindenburg Research, Muddy Waters, Culper, Spruce Point) is the highest-signal cluster on FinTwit. For broader market commentary and institutional-grade analysis, see the macro and banking section. Every account in the list is followed by Edwin Dorsey personally — the curation keeps signal-to-noise high.