Wondering if anybody has any suggestions for HF newsletters. Ik Citron/ Muddy Waters and other short funds post a lot of their investment ideas, but hoping to hear of some other funds that do similar (preferably on the long side). Thank you!
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Big bump here....was literally about to post the same thing.
Check out minesafetydisclosures website.
Generally speaking, most hedge funds do their best to keep letters private as best ideas and performance are discussed.
thank you!
Citron is run by a literal criminal piece of shit with the dumbest ideas ever. Founder just happens to have been at it for a while. Please don't ever call him an HF fund lol.
My strong suspicion is that citron get a lot of their work/ideas from prominent hedge funds that don’t want to deal with the publicity of publicly attacking a company, they’ve had good ideas and bad ideas. Muddy waters is good.
Andrew Left is literally a criminal and his ideas are fucking horrible. Did you read the article on Shopify he did a bit over a year ago? The guy should be in prison for securities manipulation (again).
Andrew Left is well known to be an actual piece of shit human being. Some of the absolute half-assed attempts he's put out to bring down companies is laughable. If this was a lender crying afoul to a borrower, they would be sued for lender liability. Unfortunately no such securities rules have caught up with him (just yet).
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