Short Selling Intelligence
Short Selling Intelligence
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Original short reports created by our team, plus periodic surveys and summaries of reports from short sellers we hold in high regard.
Track record
This is a short portfolio so underperformance versus the benchmark is desired
Current holdings
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Recent original reports
GCT Semiconductor9/8/2026 · Entering Hyper-DilutionConsolidating Portfolio9/6/2026 · Consolidating Portfolio, Taking ProfitsPlug Power8/16/2026 · Still Unviable After Cost CutsDragonfly Energy7/29/2026 · Failed Battery Maker Facing Macro HeadwindsVertical Aerospace6/28/2026 · Hyper-diluting pre-revenue eVTOL companyView all original reports