100 Must Follow Financial Twitter Accounts
Underfollowed accounts sharing great research and other great free resources
Below is The Bear Cave’s list of the Top 100 FinTwit accounts to follow. I made an effort to prioritize underfollowed accounts that tweet consistently about specific equity ideas. My apologies to the many great accounts that I missed.
Hedge Fund Managers
@RagingVentures — Bill Martin, former founder and CIO of Raging Capital, shares great mid-cap ideas. Raging Capital was previously a high-performing ~$1 billion hedge fund. Bill also writes an A+ quarterly newsletter. (He is criminally underfollowed with only 372 followers.)
@rsandler21969 — Ricky Sandler, founder and CIO of Eminence Capital, a ~$7 billion hedge fund. Recently has been sharing great insights into good and bad SPACs.
@ThomasUBarton1 — Thomas Barton, GP of White Rock Capital, tweets about biopharma companies.
@AltaFoxCapital — Connor Haley, CIO of a long-short small/mid-cap fund, has run multiple successful activist campaigns.
@HaydenCapital — Fred Liu, CIO at Hayden Capital (up 200% in 2020)
@GavinSBaker — Gavin Baker, CIO at Atreides Management
@1MainCapital — Yaron Naymark, Founder & CIO of 1 Main Capital
@alluvialcapital — Dave Waters, CIO of Alluvial Capital Management
@JohnHuber72 — John Huber, Portfolio manager at Saber Capital Management
@TidefallCapital — Trevor Scott, CIO Tidefall Capital, tweets about Twitter, tech, and other stocks
@John_Hempton — John Hempton, CIO of Bronte Capital
@LuisVSanchez777 — Luis V. Sanchez, Founder of LVS Advisory, good tech-focused tweets
@realdennishong — Dennis Hong, CIO ShawSpring Partners
@DanielSLoeb1 — Founder and CIO at Third Point
@plaffont — Founder of Coatue Management
@B3_MillerValue — CIO at Miller Value Partners
@BillAckman — Pershing Square Founder and CIO
@davidein — David Einhorn, Greenlight Capital CIO
@SuperMugatu — Dan McMurtrie, PM at Tyro Partners
@AndurandPierre — Pierre Andurand, CIO at Andurand Capital, tweets about oil and commodities
@jessecohn4 — Head of U.S. Equity Activism at Elliott
@cablecarcapital — niche SPAC misconduct and SEC violations
@CliffordSosin — Clifford Sosin, CIO CAS Investment Partners
@StevenACohen2 — Founder and CIO of Point72
@joelmcohen — Member of MIT Endowment team
View in one Twitter list here.
General Stock Research
@Post_Market — A+ tweets about tech and consumer companies
@breadcrumbsre — off-the-beaten-path thinker with interesting stock ideas
@BigRiverCapita1 — A+ long/short equity ideas
@AlderLaneeggs — Thoughts on everything from legendary short-seller Marc Cohodes
@WallStCynic — A random guy from Wisconsin tweeting about stocks
@ActAccordingly — Independent stock researcher tweeting about U.S. equities
@DonutShorts — Highlights the next stocks going to zero
@unemon1 — Long/short trader with timely ideas
@BorrowCost — Smart long/short stock ideas
@NonGaap — A+ tweets about corporate governance and options grants, writes a great newsletter too (link)
@JBierne — smart investor tweeting about U.S. equities
@Fritz844 — Asian equities
@FoxCastlehold — private investor in European conglomerates
@JerryCap — Company press releases and news
@MoatsLikeKodak — General market tweets and some microcap ideas
@marginalidea — Mostly off-the-beaten path shorts
@ValueSituations — Value situations and special situations in equities
@AndrewRangeley — Mid-caps, value, and investor interviews
@TSOH_Investing — Sharing a concentrated portfolio of “compounder” stocks
@ClarityToast — Personal account for Nate Anderson of Hindenburg Research
@Valuedontlie — Small cap value tweets and awesome newsletter
@clueless_1337 — Generalist and software
@hhhypergrowth — Hypergrowth tech
@footnoted — Michelle Leder's insights on SEC filing
@TimyanBankAlert — Private investor tweeting about community banks
@WaltHudson — Good tweets on U.S. equities
@irbezek — Good tweets about Mexico and U.S. equities
@compound248 — Great threads about Twitter and other tech companies
@GrapefruitGals — Outstanding research on fraudulent Chinese education companies
@richard_chu97 — Software and healthcare tech
@FoolAllTheTime — King of semiconductors
@dylan522p — Prince of semiconductors
@VetTechTrader — Tech chatter
@dirtcheapstocks — Tweets about dirt cheap microcap stocks
@iancassel — Microcaps
@schaudenfraud — The Simpsons and stocks
@10kdiver — Breaks down complex finance topics in simple threads
@LSValue — Long/short, tech, value
@cpg_girl — Smart tweets about consumer packaged goods
@RihardJarc — Growth tech investor
@SleepwellCap — Music, industrials, tech and financials
@bluff_capital — Earnings releases and market news
@borrowed_ideas — Equity analyst sharing one deep dive a month
@buysidebio — Biotech
@InvestmentTalkk — High growth companies
@Alex__Pitti — Good general stock tweets
@WallStCritic — Smart trader
@CasinoCapital — Tech and generalist
@TheIpHawk — Tweets about paid stock promotions
@LukeWolgram — Small caps
@juliaskripkaser — Healthcare
@ShortSightedCap — Generalist equities
@bizalmanac — High quality stocks
@YHamiltonBlog — High quality stocks
@BillBrewsterSCG — Small and mid-caps
@talbottzink — Smart generalist
@sharesleuth — Microcap fraud and corruption
@caveatemptorst1 — Micro-microcaps
@QuisitiveInvest — Interesting market tweets
@YellowLabLife — Metals and mining
@TurnerNovak — Very cool venture capitalist
@awilkinson — Runs the Berkshire Hathaway of internet companies
@realEstateTrent — Everything about strip malls
@Crussian17 — Tech ideas
@Plum_Capital — Value with a catalyst
@moon_shine15 — Smart trader
@TESLAcharts — All things Tesla
@MadThunderdome — Long/short generalist
@Amarillo_Slim1 — Long/short generalist
@NewmoonCap — Roll ups and general equities
@special_sits — Special situations
@NeckarValue — Shares old interviews and articles on great investors
@pmje73 — Former hedge fund manager talking about the hedge fund business
@PythiaR — Compounders
@MarcusFrampton — OTC stocks and microcaps
View in one Twitter list here. The Bear Cave also created a public list of 32 activist short sellers available here.
Best Free Stock Research Websites
iBorrowDesk — Free easy data on borrow rates and changes over time
ShortSqueeze — Free data on short interest
TheTikr — Free tool for earnings transcripts, financial data, and stock screener
BorsaHQ — Free app to listen to archived earnings calls
OpenInsider — Free website to track insider buying/selling
Dataroma — Free website showing portfolios of hedge funds
Zer0es TV — Free interviews with great investors and short-sellers
Best Free Email Newsletters
Exploring with Alluvial Capital (link) — Awesome free write-ups on small caps
Keubiko’s Musings (link) — Amazing free articles on retail fallacies and frauds
French Hidden Champions (link) — Free write-ups on publicly traded small caps in France
Doomberg (link) — Zerohedge crossed with Bloomberg
Cloud Valley (link) — Great investor biographies
Sleepwell (link) — Great write-ups on tech and industry
TheStockNovice (link) — Wicked smart tech investor sharing monthly portfolio updates
Blind Squirrel (link) — Monthly in-depth article on a high-quality business.
Dubra Stocks (link) — Great deep-dive article on publicly traded mid-cap tech
Richard Chu (link) — Free occasional write-ups on emerging tech companies
MicroValue (link) — Great microcap stock and special situation research
MicroCapLetter (link) — Great microcap and OTC writeups
Net Interest (link) — Free articles about emerging fintech
Liberty’s Highlights (link) — Free articles about tech
IPHawk (link) — Everything about patents and IP
Biolysis Weekly (link) — Analysis on biopharma and biotech companies
Apologies to all the great accounts and websites I must have left off – no offence intended. And if you like this list, please consider following me @StockJabber and subscribing to The Bear Cave newsletter.
P.S. I also just launched a weekly newsletter where I interview the best emerging managers. Check out Sunday’s Idea Brunch here:
Cheers, Ed! 💚 🥃