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Investors & research
One curated list of investors, investment firms and established research voices. How we select contributors.
Aaron Edelheit
@aaronvalue
View recorded calls →Investment managerAaron Edelheit, managing member of Mindset Capital. His published fund materials describe a research-led investment approach and the launch of a cannabis-focused investment fund.
Adam Butler
@GestaltU
View recorded calls →Investment managerAdam Butler, co-founder of ReSolve and a chief investment officer within its investment-management business. His work focuses on quantitative investing, asset allocation and systematic portfolios.
ALBACapMgmt
@ALBACapMgmt
View recorded calls →Investment firmAccount linked to Alba Capital Management, the investment firm founded by Steve Deacon. Its published biography describes his portfolio-management and proprietary-trading experience at Goldman Sachs, Société Générale and Tudor.
Ben Thompson
@benthompson
View recorded calls →Technology analyst / publisherAuthor of Stratechery, an independent technology and media analysis publication he started in 2013. His ethics statement says he does not hold individual shares in companies he writes about.
Bill Ackman
@BillAckman
View recorded calls →Investment managerFounder of Pershing Square Capital Management, established in 2004. The firm manages concentrated investments in public companies and sometimes seeks changes in management, operations or governance.
Chris Bloomstran
@ChrisBloomstran
View recorded calls →Investment managerPresident and chief investment officer of Semper Augustus Investments Group. His work focuses on fundamental equity research and concentrated value investing.
Citrini
@citrini
View recorded calls →Investment research publisherResearch business founded by James Van Geelen in 2023. Citrini publishes thematic equity research, macro commentary and model portfolios, expressing investment themes through baskets of equities and other instruments.
Citron Research
@CitronResearch
View recorded calls →Activist investor / research firmStock-research publisher founded by private investor Andrew Left. Citron publishes investment theses, including short-selling research, under Left’s leadership.
Gavin Baker
@GavinSBaker
View recorded calls →Investment managerManaging partner and chief investment officer of Atreides Management. Before founding Atreides, he managed the Fidelity OTC Portfolio and other Fidelity sector portfolios.
George Hadjia
@GHadjia
View recorded calls →Fund managerFounder and chief investment officer of Bristlemoon Capital. Previously a partner and research-team member at Montaka Global Investments, where he helped establish its New York office.
Gotham City Research
@GothamResearch
View recorded calls →Activist short-selling firmGotham City Research publishes company investigations and discloses that it may profit when covered shares fall. It states that it is not a registered investment adviser and is separate from Gotham Asset Management.
Harris Kupperman
@hkuppy
View recorded calls →Fund managerHarris “Kuppy” Kupperman, the manager of Praetorian Capital. The firm describes its approach as seeking asymmetric investment opportunities and returns that are not tied to a benchmark.
Jim Chanos
@RealJimChanos
View recorded calls →Investor / hedge-fund founderFounder of Kynikos Associates and a long-time short seller. His investment background includes identifying corporate financial problems, including his widely documented Enron short.
Kerrisdale Capital
@KerrisdaleCap
View recorded calls →Investment firmPrivate investment manager focused on value and special situations. Kerrisdale also publishes research on companies in which it has disclosed investment positions, including short positions.
Michael Bigger
@biggercapital
View recorded calls →Investor / investment-firm founderMichael Bigger, founder of Bigger Capital. His published biography describes an equity-derivatives trading career at Citibank, D. E. Shaw and KBC before starting his own fund.
Michael Burry
@michaeljburry
View recorded calls →Investor / hedge-fund founderFounder of Scion Capital and an investor profiled in The Big Short. He left medical training to start the fund after writing about investing online.
Muddy Waters
@muddywatersre
View recorded calls →Activist investment / research firmMuddy Waters combines investigative research with activist investing, particularly short selling. Its research examines business fundamentals and accounting, and its disclosures describe financial positions in covered companies.
Peter Brandt
@PeterLBrandt
View recorded calls →Professional traderCommodity trader and founder of Factor Trading. His published background includes trading proprietary capital and managing trading activity for institutional clients; his research emphasizes classical chart patterns.
Raging Capital Ventures
@RagingVentures
View recorded calls →Private investment officeRaging Capital Ventures is William C. Martin’s private investment office, investing across public companies, private businesses and funds. Martin previously founded and ran Raging Capital Management.
Scorpion Capital
@ScorpionFund
View recorded calls →Activist short-selling firmScorpion Capital publishes investigative company research. Its disclosures say readers should assume it has short positions in companies it covers and can profit from declines in their securities.
SemiAnalysis
@SemiAnalysis_
View recorded calls →Industry research firmResearch firm founded by Dylan Patel in 2020, covering semiconductors and AI infrastructure. It publishes industry research, data and models; its compliance policy says it does not issue securities ratings or price targets.
Whitney Tilson
@WhitneyTilson
View recorded calls →Former fund manager / publisherFounded and ran Kase Capital Management for nearly two decades, managing value-oriented funds. He subsequently became an investment-newsletter editor and author.