J Capital

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J Capital

J Capital

@JCap_Research

Activist short- and long-research shop publishing investigative reports on publicly traded companies. @jcapresearch.bsky.social

Katılım Ağustos 2015
778 Takip Edilen25K Takipçiler
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J Capital
J Capital@JCap_Research·
We are short $SUPX. Chinese property developers are trying to persuade you that this tiny design company is in AI. It’s not. Report at jcapitalresearch.com/supx.html
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The Equity Dispatch
The Equity Dispatch@DispatchEq8210·
We just published a report on Opendoor Technologies ($OPEN), whose "Opendoor 2.0" plan is basically window dressing on a model that has never worked. jcapitalresearch.substack.com
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The Equity Dispatch
The Equity Dispatch@DispatchEq8210·
$MCHP claims high growth from data centers, but they account for 7% of revenue, and we think the company is not going to make a lot of cutting-edge products with its aging equipment.
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The Equity Dispatch
The Equity Dispatch@DispatchEq8210·
HKex IPO application of a subsidiary shows that the majority of engines are bought and re-sold.
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Grizzly Research
Grizzly Research@ResearchGrizzly·
We are Short Pirelli & C. S.P.A. $PIRC We Believe Pirelli’s Secret Dependence and Close Relationships with Russia Pose a Threat to Western National Security Read our New Report here: grizzlyreports.com/pirelli/
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J Capital
J Capital@JCap_Research·
@GordonJohnson19 Also the whole Trump Administration is trading on the most blatant market manipulation ever seen, and this is what the "Justice" Department chooses to prosecute.
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Gordon Johnson
Gordon Johnson@GordonJohnson19·
I know a few folks who do this nearly daily - i.e., move stocks with tweets to their benefit. He was only charged b/c he's seen as focused on short-selling. The rules are different when you bet against stocks; you are held to an infinitely higher standard.
Ariel Givner@GivnerAriel

THIS ALL HAPPENED BECAUSE OF HIS TWEETS (AND HOW THOSE POSTS MANIPULATED STOCK PRICES). Andrew Left (Citron Research) just got convicted on 13 of 17 federal counts for a “tweet-and-trade” scheme that allegedly netted ~$20M. Prosecutors proved he repeatedly built short (or long) positions right before dropping explosive posts on X/Twitter targeting retail-favorite stocks… then flipped them for quick profits as the price swung 12%+ on average. His influential account let him “flip a switch” on prices almost instantly… hitting retail traders who trusted the “honest opinion” from a big-name short seller. No full disclosure of his rapid reversals or timing. WHAT YOU POST MATTERS!

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J Capital
J Capital@JCap_Research·
Is $WHR being honest? It claims to have paid down $900 mln in Q1 2026, but that's not shown on the cash flow statement. jcapitalresearch.substack.com
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J Capital
J Capital@JCap_Research·
If $WHR really can access that $626 mln in cash on its balance sheet, why would it issue convertible preferred shares at a mandatory 8.5%?
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The Equity Dispatch
The Equity Dispatch@DispatchEq8210·
Check out our report on $WHR. A poster child for how borrowing money to buy back stock and pay dividends has weakened an old-line white goods company. jcapitalresearch.substack.com
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Grizzly Research
Grizzly Research@ResearchGrizzly·
We are Short Ottobock SE & Co. KGaA $OBCK $OBCK.DE How Hans Georg Näd er’s Margin Loan and Russia Business Endanger Public Shareholders grizzlyreports.com/ottobock/
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The Equity Dispatch
The Equity Dispatch@DispatchEq8210·
Check out our post on $WU. Company in decline, with falling dividend cover, suspicious acquisitions, and little hope of growth.
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Spruce Point Capital
Spruce Point Capital@sprucepointcap·
$BG #Bunge earnings guidance increase appears to continue to benefit from shifting more into goodwill post-closing of Viterra. This is now the fourth revision to deflate the PP&E account. No explanation in SEC filings as to why the revisions are occurring.
Spruce Point Capital tweet media
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Grizzly Research
Grizzly Research@ResearchGrizzly·
We are Short Partners Group Holding AG $PGHN We Have Severe Concerns about Partners Group Holding AG’s Valuation Marks in Their Prominent Evergreen Funds Read our New Investigation Here: grizzlyreports.com/pghn/
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Gordon Johnson
Gordon Johnson@GordonJohnson19·
8/8 Bottom line: there is almost certainly a vol-focused fund driving this across Mag-7. It's a textbook dispersion trade — long single-stock vol, short index vol. The VIX divergence is the fingerprint. Know what you own going into Apr 22. 👀
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Grizzly Research
Grizzly Research@ResearchGrizzly·
We are short Sinch AB $SINCH $SINCH.ST We Identified Sinch AB as the Leading Enabler of Scam and Robocalls Amid Rising Regulatory Pressure Read our New Report Here: grizzlyreports.com/sinch/
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