GlassHouse Research @GlassH_Research
Team of forensic accountants/analysts on the look out for fraudulent companies. glasshouseresearch.com NYC Joined September 2013-
Tweets636
-
Followers10K
-
Following148
-
Likes571
New audit chair @ Soho House. Time to clean up the books??? $SHCO
Congrats on the launch @herbgreenberg ! Excited for the content.
Congrats on the launch @herbgreenberg ! Excited for the content.
Soho's main shareholder, Ron Burkle, upset that public investors are concerned with trivial things like "profits and free-cash-flow". $SHCO revenues decelerated to 7.5% YOY in Q4 and discussed new target house reductions on the call.
We plan to fully analyze Soho House after its 10K is released. As of today, $SHCO has still not disclosed any inaccuracies in our initial report. In fact, based the recent results, here is everything that we were prescient on: • Consistent with our thesis, the company…
Wall Street’s War on Soho House hollywoodreporter.com/business/busin…
Soho House $SHCO previously reported they would release Q4 earnings on March 6th in a response to our short report. Now they are delaying until March 15 (no 8K)…problem with auditors???
Not the ending we had hoped for with the Catalent buyout. But with all the problems $CTLT had at Bloomington and Brussels and the horrendous Q2 they just reported, it would make sense to try and sell this dumpster fire. Now late Friday, they slip in a change of auditors to a…
Soho House rejects our report, says it has inaccuracies/errors, but does not list anything. The company also expects growth in its made-up metric Adjusted EBITDA, but says nothing about free-cash-flow or GAAP EPS. So, there you have it, more years of actual losses. If they go…
Members-only Soho House might just be the next WeWork-style flop, according to a short report from GlassHouse Research. trib.al/Gmga1MH
Tomorrow morning we will release our first short report of 2024 on a company we believe is an eventual $0. A broken business model, suspect accounting, heavy debt, and extremely poor internal controls will all be material headwinds for the company going forward. We hope our…
New CAO for Catalent. An outside hire w/ relavent experience. Let's see if he decides to shore up these books. $CTLT
Almost one year ago and everything in our intital Catalent $CTLT report coming to fruition.
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
Nate Anderson @NateHindenburg
57K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.
Midwestern Hedgie �.. @MidwestHedgie
15K Followers 3K Following enby; M.D. fmr @usuhealthsci; founder @ Aristides Capital; shorts, governance, human rights, fruit & native plants, matters of the heart, not investment advice
Nathan Michaud @InvestorsLive
219K Followers 221 Following Account is operated by InvestorsLive, LLC. Disclosure & Partnerships 👇 https://t.co/5gLkPH7njh
MuddyWatersResearch @muddywatersre
240K Followers 816 Following Activist short seller, skeptic, First Amendment advocate, foot soldier in the Global War to Defend Truth
Breakout Point @BreakoutPoint
18K Followers 418 Following We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Tweets are not investment advice.
Barbarian Capital @BarbarianCap
44K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
GuruLeaks @Guruleaks1
64K Followers 3K Following WE APPRECIATE YOUR TIPS HELPING TO EXPOSE FRAUD AND DECEPTION. TWEETS ARE OUR OPINION. DO YOUR OWN DUE DILIGENCE. IF YOU DELETE WE MUST RETWEET™
AV @AureliusValue
39K Followers 1K Following All tweets express our opinion and you should assume we hold a position in securities mentioned. No Affiliation with Aurelius Capital Management.
Steads @winsteadscap
10K Followers 448 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
LST @LongShortTrader
33K Followers 1K Following Investor and occasional short seller Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Open Outcrier @OpenOutcrier
79K Followers 846 Following Real-time stock & option trading headlines, breaking news, rumors and strategy. Nothing we post constitutes investment advice; we may have positions in markets
yaakovepstein 🟣 @yaakovepstein51
60 Followers 491 Following
Francis_MH_White @YUN9N_THA_RULER
209 Followers 777 Following Black Ribbon Boys For Life #MCF D.A.W.F.
To @To63244114
8 Followers 50 Following
Thosmuloor @thosmuloor42572
1 Followers 160 Following
Phythoez @phythoez79726
2 Followers 174 Following
Water Bear Investing @hsudavy
123 Followers 1K Following
Isaac Uzemefetah Ofer.. @WWWJETMODEPRO
291 Followers 2K Following JETMODE PRO- “Business’s & JETMODEPRO- Uk Ltd” Company’s Group CEO [email protected] [email protected] https://t.co/oYiyY9fNr7
张程 @zczhang2006
3 Followers 20 Following
Thomas @Thomas865797483
7 Followers 13 Following
Canes Scotici @scotici
239 Followers 367 Following European Distressed Debt & Special Sits (shipping/ building mats focus)
Ava_graay @AvaGraay
0 Followers 75 Following
Ocean Research @OceanResearch01
1 Followers 63 Following
Manwith Noname @manw38754
45 Followers 97 Following
George Jones @mahowney15
130 Followers 1K Following
Luis Abraham Gaytan @abrahammargera
113 Followers 722 Following Vamos a concentrarnos en ser mejores, o al menos, en no ser pendejos!
JCAR @JCAR0428
0 Followers 413 Following
Daniel López 🇲�.. @ludanlo
427 Followers 3K Following Regulación, litigio y negocios, aderezado con derecho electoral e internacional.
Chinmay Kulkarni @Chinmay99546374
5 Followers 159 Following
mark connolly @mconn188
2 Followers 2K Following
Mark Lappe @MarkLappe
12 Followers 361 Following
Victor @VictorTheSailor
0 Followers 5K Following
TRotK @TRotK6
179 Followers 2K Following
Andrew Himebaugh @AndrewHimebaug2
74 Followers 124 Following
Big O in SF town @OwenGilmore9
140 Followers 495 Following I am interested in crypto scams, software engineering, history, stock and bond markets and economics in general. Please don’t tell me to “follow the science”
Levantine @AureliusLevant
4 Followers 111 Following
Sheida Rasooli @RasooliSheida
478 Followers 331 Following Exposing the Criminal actions of $EGX Enegra Group Ltd (LL15959)
Thomas Moroder 👁�.. @ThomasMoroder
200 Followers 712 Following 👦 Entrepreneur @ 🌐 @webhosting24 ⛅ @server24 🍾 @giorgiowines Host @ 🎧 Südtirols Digitalisierer & Navus Podcast @firma5com ♘ 2x U14 Italian Chess ♚ DYODD
Anil @TradeTrackerX
26 Followers 54 Following
𝐄𝐃𝐔𝐀𝐑�.. @ebarajasr
365 Followers 573 Following 🍷 Mexican Wine Lover | 🏎️ F1 Fan | 🏦 Private Equity & Private Lending Investor | Managing Partner at Iktea Capital & Fomentamos®
Juan Jose De Gyves @jjdegyves
90 Followers 1K Following
Alejandro Camacho Mas.. @alejandrocamam
193 Followers 4K Following
August - standing wit.. @AugustLund0
4K Followers 573 Following Present: Economist (Math/Finance) Advisor and Principal Investor. Former Goldman and Ministry of Finance. Special interest Climate Change and world peace.
Markus Jansons @mark2024tvttr
8 Followers 24 Following
AA @AA5047359820640
7 Followers 16 Following
emrata @emrata85
484 Followers 544 Following Deger yatirimciligi odakli yeni tarz yatirim stratejileri gelistirmeye calisirken ogrendiklerimi sizlerle paylasiyorum.
tintin @tintin11579177
19 Followers 52 Following
David Wilhelmy @DavidWilhelmy
82 Followers 1K Following Professional surfer (not the cool kind) with a liberal arts degree. Interests: History, Food, Science, Art, Nature, all good, especially where they intersect.
Value Stock Vinny @ValueVinny
182 Followers 435 Following Looking to find value anywhere and everywhere. Memes may be stolen. Never a HODLer.
Stevolatility @Stevolatility
0 Followers 49 Following
Lésbos @LDSLGBT
99 Followers 404 Following
Andy @akekki1
10 Followers 483 Following
Nate Anderson @NateHindenburg
57K Followers 1K Following Personal account. Check @hindenburgres for the research, come here for the color commentary. All opinions, all opinions my own.
Nathan Michaud @InvestorsLive
219K Followers 221 Following Account is operated by InvestorsLive, LLC. Disclosure & Partnerships 👇 https://t.co/5gLkPH7njh
MuddyWatersResearch @muddywatersre
240K Followers 816 Following Activist short seller, skeptic, First Amendment advocate, foot soldier in the Global War to Defend Truth
Breakout Point @BreakoutPoint
18K Followers 418 Following We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Tweets are not investment advice.
Barbarian Capital @BarbarianCap
44K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
Fraser Perring - Gran.. @AIMhonesty
28K Followers 102 Following No specific talent, inquisitive @ViceroyResearch. Obsessive on #Fraud. Persecuted by #BaFin.Researcher @Wirecard #Steinhoff #Adler $SBB $MPW Disclaimer in Link
AV @AureliusValue
39K Followers 1K Following All tweets express our opinion and you should assume we hold a position in securities mentioned. No Affiliation with Aurelius Capital Management.
Steads @winsteadscap
10K Followers 448 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
LST @LongShortTrader
33K Followers 1K Following Investor and occasional short seller Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”
Open Outcrier @OpenOutcrier
79K Followers 846 Following Real-time stock & option trading headlines, breaking news, rumors and strategy. Nothing we post constitutes investment advice; we may have positions in markets
zer0es.tv @zer0estv
12K Followers 374 Following Hear the latest news, share ideas, watch deep dive interviews and learn from industry legends. The go-to place for anything to do with short-selling
Spruce Point Capital @sprucepointcap
44K Followers 177 Following Activist Inv Manager founded by Ben Axler, Specializing in Forensic Short-Selling. Invest @ Your Own Risk, click on the link below to read our disclaimer
Citron Research @CitronResearch
344K Followers 450 Following Citron Research has been publishing columns for over 20 years, making it one of the longest-running independent online stock commentary sources.
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 181 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Wall Street Beats @StreetBeatsPros
891 Followers 79 Following Real-Time Stock & Market Intelligence | Unparalleled access to seasoned investment pros. Watch and learn from the best. Unscripted. Unfiltered. Unmissable.
Liger Cub @realLigerCub
4K Followers 825 Following Generalist public equities stockpicker. Long-biased, yet opportunistic. DYODD. Email: [email protected]
Bethany McLean @bethanymac12
36K Followers 923 Following Journalist. Often wrong, always in doubt. But my thoughts are most definitely my own.
🏆 @high_oktane
84 Followers 476 Following
Maria Heeter @HeeterMaria
4K Followers 3K Following U.S. Deals @FT. Here for you but I work for tips: Call/text me 6033197139 (on WhatsApp, Signal, etc). @TheInformation alum.
Cheyenne Ligon @cheyenneligon
2K Followers 2K Following regulatory reporter @coindesk immersive theatre reviewer @noproscenium
Erin Arvedlund @erinarvedlund
5K Followers 1K Following Enterprise Editor, Pensions & Investments ([email protected]). Philadelphia Inquirer, Barron's/NYT alum and best-selling author.
Markets & Mayhem @Mayhem4Markets
191K Followers 843 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
SEC Lawyer 101 @SECLawyer101
2K Followers 131 Following Hamilton & Associates represents issuers and other securities professionals in going public transactions and securities law domestically and internationally.
Jehoshaphat Research @JehoshaphatRsch
5K Followers 507 Following I'm really glad you corrected me, Lisa. People are always really glad when they're corrected. - Homer Simpson Join our short ideas mailing list at link below
*Walter Bloomberg @DeItaone
730K Followers 33 Following Global markets News, Economic data, Geopolitical events
Kris @KrisBennatti
504 Followers 724 Following CEO @HudsonLabs. @piesauce's #1 fan. Finance & machine learning. Ex-CPA. YCS21. Serious Person. https://t.co/DYP7y0y8xJ
Andrew Ross Sorkin @andrewrsorkin
962K Followers 4K Following @NYTimes Columnist/Editor & @SquawkCNBC Co-Anchor. Author, Too Big To Fail. Founder, @DealBook. Co-Creator, BILLIONS @Showtime. Co-Chair @NYPL's BLC. Proud Dad.
Amruta Khandekar @KhandekarAmruta
261 Followers 495 Following Markets correspondent @reuters. Ex-healthcare reporter. Loves cats and period dramas. Views are my own. Email: [email protected]
The Bear Cave @BearCaveEmail
19K Followers 2 Following Exposing bad companies. Turn on notifications for updates from The Bear Cave Newsletter by @StockJabber. Sign up here: https://t.co/AbpNGRrMQK
Angela Palumbo @angelapalumbo98
709 Followers 579 Following Trending News at Barron’s @barronsonline Previous: Equities at @business Newmark J-School MA 21
Dominic Chu @TheDomino
76K Followers 2K Following Senior Markets Correspondent for @CNBC. Now you know & knowing is ½ the battle! Tweets mine, retweets ≠ endorsements.
J Capital @JCap_Research
20K Followers 784 Following Activist short- and long-research shop publishing investigative reports on publicly traded companies. Look for @jcap_research, ahem, elsewhere.
Aswath Damodaran @AswathDamodaran
393K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
CFRA Research @cfraresearch
5K Followers 393 Following Global leader in institutional-grade independent equity research through sophisticated forensic analysis and broad fundamental equity research.
Scorpion Capital @ScorpionFund
61K Followers 197 Following Activist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice.
MarketWatch @MarketWatch
4.6M Followers 231 Following News, personal finance & commentary from MarketWatch. For customer support, visit https://t.co/Uu49STq7M6
Siegfried Eggert @SGEggert
3K Followers 1K Following Special situation investor; CEO of Grizzly Research LLC. In my whole life I have known no wise people who didn't read all the time - none, zero!
ContrarianShort @ContrarianShort
9K Followers 408 Following Long Value, Short Frauds, Ape Friend, What other stocks do you like?
Bucephalus Research @BucephResearch
3K Followers 427 Following Exposing creative accounting at listed companies. Check out our videos on YouTube. Our tweets/videos are not recommendations or investment advice
Blue Orca Capital @blueorcainvest
16K Followers 151 Following We are biased investors. So are you. The tweets from this account reflect solely the opinions of Blue Orca and should not be construed as investment advice.
Elon Musk @elonmusk
181.6M Followers 586 Following
Dan Taylor @ProfAnalytics
3K Followers 184 Following Professor @Wharton; Forensic Analytics; expertise in financial data analysis, SEC filings, accounting fraud, and insider trading.
The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Hudson Labs (formerly.. @HudsonLabs
3K Followers 1K Following AI-powered equity research software. Industry-leading accuracy and reliability. Not advice.
unusual_whales @unusual_whales
1.7M Followers 2K Following Stocks/Options/Crypto/Market News +Tools. Not advice 🐳 who changed 🏛️. Get $50-$5000 to trade: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
NINGI RESEARCH @NingiResearch
5K Followers 315 Following We publish research reports in the public interest. Not investment advice. Our social media manager is dyslexic. Disclaimer: https://t.co/O3NxrXlqpQ
M-SparCapital @Matt_Kolb_
6K Followers 6K Following Inst. Portfolio Manager with Concentrated Positions. Love the Spartans yet trading and investing is what excites me. Interested in PP opps Detroit vs Everybody
SumZero @SumZero
20K Followers 2K Following 15+ year old social network offering actionable investment opportunities from professional investors, daily. Fund Marketplace – source, track, invest. DYODD.
CLIFFSIDE Research @CLIFFSIDE_Re
3K Followers 1K Following Seeking massive returns short & long...mostly short.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Grizzly Research @ResearchGrizzly
50K Followers 456 Following Grizzly Research LLC is focused on producing differentiated research insights on publicly traded companies through in-depth due diligence.
David Milstead 🇺�.. @davidmilstead
3K Followers 5K Following Canadian business journalist with a U.S. sensibility. Financial shenanigans, accounting, compensation, governance, and many, many baseball tweets.
It is time for Short Seller Saturday. Who are your favorite activist short stock sellers, short-biased research firms and fraudbuster analysts? All of the accounts below do great work: @AlderLaneEggs @FriendlyBearSA @AIMhonesty @Gabe_Bernarde @viceroyresearch @HedgeyeREITs…
Short Seller Behind Globe Life’s 53% Plunge Has Winning Record @FuzzyPandaShort was a top activist short performer in 2023 (Nice to see mention of Breakout Point) bloomberg.com/news/articles/…
Some personal news - announcing the launch of Wall Street Beats. See link in comments for more ⬇️⬇️⬇️.
Q2 starts with a short idea by @JehoshaphatRsch Q1 ended with $MSTR short of @KerrisdaleCap: about -16% so far Congrats to @Bleecker__St on the best performing short of Q1: $LUXH about -72% From our database:
Tomorrow morning we'll publish our latest short idea on our website. We encourage investors to check out our long-term track record, and then decide whether to sign up for our email list. Happy Easter!
The controlling shareholder of members-only club Soho House is frustrated by the market's focus on free cash flow and profit. That's a change for the better, @JonathanJLevin says trib.al/OZwRLGe
@HedgeyeREITs When you realize that these firms are actually technology service providers, not true REIT’s(landlords), the absurdity of their valuations comes into focus. Depreciation is very much a real expense here. $DBRG $DLR $EQIX
@RJRCapital Chipotle is channel stuffing guacamole it’s not right
IDEA GENERATION (13/N): ACTIVIST SHORT CAMPAIGNS Some time ago, I covered superinvestors in my "Superinvestor Portfolio Holdings," "Investor Letters," and "Activist Investor Campaigns" posts. These investors operate either as L/S or LO entities. However, unlike them, who are…
Our critics don’t understand us, says Soho House boss Private members’ club chief rejects scathing claims of an existential crisis Find out more from our Business Editor, @cg_williams, below 👇 telegraph.co.uk/business/2024/…
Pro Tip: when a FinTwit account makes fun of a stupid statement by a CEO, such as when the CEO blames short sellers for buying up all the yayo so he can’t get any while he watches his stock drop due to long selling, it doesn’t mean the account owner is short the stock.
Soho House reports £92m loss despite 20% rise in membership dlvr.it/T478ZZ
really, really enjoyed this interview by Professor Damodaran, especially see the second image that deeply resonates with me.
$PLTR CEO going after short-sellers with shares up almost 50% on YTD basis 🤦♂️
Other than suing short sellers, there’s no better way to signal to the market that something is wrong with your company than to complain about shorts
$PLTR CEO complaining about short-sellers after he's sold ~$50 Million in $PLTR YTD…
$PLTR CEO Alex Karp talking about short sellers on CNBC live right now: “They just love pulling down great American companies so that they can pay for their coke” Lmaooo he’s really not holding back today ❄️ 🔥
@ProfessorOfETFs Unhinged indeed. x.com/glassh_researc…
@gurgavin Unhinged… almost like he is projecting about something…
$PLTR - Palantir CEO blasts short sellers Wild comments - check em out seekingalpha.com/news/4079244-p…
Wall Street’s War on Soho House hollywoodreporter.com/business/busin…
@GlassH_Research I mean, you HAD to have covered some (a lot?) along the way though, right? It was a profitable short numerous times since your initiation. It's noble to own the "awww shucks buyout," but in the dog eat dog short activism world the narrative is important.
Trends for United States
You might like
