2021 Blogs

Activist Short Selling in W50

Activist Short Selling in W50

This week we have registered six new major short campaigns.  Four of six stocks are now down since the initial reports.  The biggest mover was by Viceroy who targeted yet another German company …

Read More2021-12-17
Activist Short Selling in W48

Activist Short Selling in W48

This week we have registered one new major campaign.  Grizzly came out with a classic 'China Hustle 2.0' allegations against a solar company which, according to the activist, apparently faked some of …

Read More2021-12-04
Short Selling and Regulation in Different Jurisdictions

Short Selling and Regulation in Different Jurisdictions

Introductory note: One of the most interesting developments in 2021 was a surge in focus on short selling, which was often accompanied by many misconceptions about this market practice. In this guest …

Read More2021-11-27
Activist Short Selling in W46

Activist Short Selling in W46

This week we have registered one new major activist short campaign. Blue Orca took a shot at a lithium-focused company which is up over 250% this year. As per Blue Orca, apparently, the management …

Read More2021-11-20
Activist Shorts Weekly W45

Activist Shorts Weekly W45

This week we have not registered any new major short campaigns but did see plenty of updates.  Activist short-sellers were busy updating their thesis as the earnings season is well underway. Culper …

Read More2021-11-14
SPAC (short) is back?

SPAC (short) is back?

The trend of pushing companies onto the public market via a SPAC transaction does not seem to be dying out. There was a brief pause earlier this year in terms …

Read More2021-11-07
Activist Short Selling in W44

Activist Short Selling in W44

This week we have registered two new major activist shorts campaigns. They both targeted the same company. Both featured seemingly hard-hitting allegations of highly questionable behaviour alongside dubious product claims. Despite this, …

Read More2021-11-05
When meme-traders and short-sellers collide

When meme-traders and short-sellers collide

The relationship of the newly minted retailer traders and short-sellers was rocky from the beginning. It began with GME and AMC and continued with the retail traders focusing on short-squeezes. …

Read More2021-11-03
Activist Short Selling in W43

Activist Short Selling in W43

This week we have registered five new major activist shorts campaigns and a number of smaller developments. We saw J Capital enter the Australian market again by focusing on Vulcan Energy Resources. …

Read More2021-10-30
Activist Short Selling Q3-2021

Activist Short Selling Q3-2021

The third quarter of 2021 saw fewer short campaigns. We have seen 'only' 24 new activist shorts campaigns as opposed to the YTD average of 34 per quarter. However, the activists overall kept …

Read More2021-10-01