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100 Must Follow Financial Twitter Accounts
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100 Must Follow Financial Twitter Accounts

Underfollowed accounts sharing great research and other great free resources

Edwin Dorsey
Jul 26, 2021
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100 Must Follow Financial Twitter Accounts
thebearcave.substack.com

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

  1. @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.)

  2. @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.

  3. @ThomasUBarton1 — Thomas Barton, GP of White Rock Capital, tweets about biopharma companies.

  4. @AltaFoxCapital — Connor Haley, CIO of a long-short small/mid-cap fund, has run multiple successful activist campaigns.

  5. @HaydenCapital — Fred Liu, CIO at Hayden Capital (up 200% in 2020)

  6. @GavinSBaker — Gavin Baker, CIO at Atreides Management

  7. @1MainCapital — Yaron Naymark, Founder & CIO of 1 Main Capital

  8. @alluvialcapital — Dave Waters, CIO of Alluvial Capital Management

  9. @JohnHuber72 — John Huber, Portfolio manager at Saber Capital Management

  10. @TidefallCapital — Trevor Scott, CIO Tidefall Capital, tweets about Twitter, tech, and other stocks

  11. @John_Hempton — John Hempton, CIO of Bronte Capital

  12. @LuisVSanchez777 — Luis V. Sanchez, Founder of LVS Advisory, good tech-focused tweets

  13. @realdennishong — Dennis Hong, CIO ShawSpring Partners

  14. @DanielSLoeb1 — Founder and CIO at Third Point

  15. @plaffont — Founder of Coatue Management

  16. @B3_MillerValue — CIO at Miller Value Partners

  17. @BillAckman — Pershing Square Founder and CIO

  18. @davidein — David Einhorn, Greenlight Capital CIO

  19. @SuperMugatu  — Dan McMurtrie, PM at Tyro Partners

  20. @AndurandPierre — Pierre Andurand, CIO at Andurand Capital, tweets about oil and commodities

  21. @jessecohn4 — Head of U.S. Equity Activism at Elliott

  22. @cablecarcapital — niche SPAC misconduct and SEC violations

  23. @CliffordSosin — Clifford Sosin, CIO CAS Investment Partners

  24. @StevenACohen2 — Founder and CIO of Point72

  25. @joelmcohen — Member of MIT Endowment team

View in one Twitter list here.


General Stock Research

  1. @Post_Market — A+ tweets about tech and consumer companies

  2. @breadcrumbsre — off-the-beaten-path thinker with interesting stock ideas

  3. @BigRiverCapita1 — A+ long/short equity ideas

  4. @AlderLaneeggs — Thoughts on everything from legendary short-seller Marc Cohodes

  5. @WallStCynic — A random guy from Wisconsin tweeting about stocks

  6. @ActAccordingly — Independent stock researcher tweeting about U.S. equities

  7. @DonutShorts — Highlights the next stocks going to zero

  8. @unemon1 — Long/short trader with timely ideas

  9. @BorrowCost — Smart long/short stock ideas

  10. @NonGaap — A+ tweets about corporate governance and options grants, writes a great newsletter too (link)

  11. @JBierne — smart investor tweeting about U.S. equities

  12. @Fritz844 — Asian equities

  13. @FoxCastlehold — private investor in European conglomerates

  14. @JerryCap  — Company press releases and news

  15. @MoatsLikeKodak — General market tweets and some microcap ideas

  16. @marginalidea — Mostly off-the-beaten path shorts

  17. @ValueSituations — Value situations and special situations in equities

  18. @AndrewRangeley — Mid-caps, value, and investor interviews

  19. @TSOH_Investing — Sharing a concentrated portfolio of “compounder” stocks

  20. @ClarityToast — Personal account for Nate Anderson of Hindenburg Research

  21. @Valuedontlie — Small cap value tweets and awesome newsletter

  22. @clueless_1337 — Generalist and software

  23. @hhhypergrowth — Hypergrowth tech

  24. @footnoted — Michelle Leder's insights on SEC filing

  25. @TimyanBankAlert — Private investor tweeting about community banks

  26. @WaltHudson — Good tweets on U.S. equities

  27. @irbezek — Good tweets about Mexico and U.S. equities

  28. @compound248 — Great threads about Twitter and other tech companies

  29. @GrapefruitGals — Outstanding research on fraudulent Chinese education companies

  30. @richard_chu97 — Software and healthcare tech

  31. @FoolAllTheTime — King of semiconductors

  32. @dylan522p — Prince of semiconductors

  33. @VetTechTrader — Tech chatter

  34. @dirtcheapstocks — Tweets about dirt cheap microcap stocks

  35. @iancassel — Microcaps

  36. @schaudenfraud — The Simpsons and stocks

  37. @10kdiver — Breaks down complex finance topics in simple threads

  38. @LSValue — Long/short, tech, value

  39. @cpg_girl — Smart tweets about consumer packaged goods

  40. @RihardJarc — Growth tech investor

  41. @SleepwellCap — Music, industrials, tech and financials

  42. @bluff_capital — Earnings releases and market news

  43. @borrowed_ideas — Equity analyst sharing one deep dive a month

  44. @buysidebio — Biotech

  45. @InvestmentTalkk — High growth companies

  46. @Alex__Pitti — Good general stock tweets

  47. @WallStCritic — Smart trader

  48. @CasinoCapital — Tech and generalist

  49. @TheIpHawk — Tweets about paid stock promotions

  50. @LukeWolgram — Small caps

  51. @juliaskripkaser — Healthcare

  52. @ShortSightedCap — Generalist equities

  53. @bizalmanac — High quality stocks

  54. @YHamiltonBlog — High quality stocks

  55. @BillBrewsterSCG — Small and mid-caps

  56. @talbottzink — Smart generalist

  57. @sharesleuth — Microcap fraud and corruption

  58. @caveatemptorst1 — Micro-microcaps

  59. @QuisitiveInvest — Interesting market tweets

  60. @YellowLabLife — Metals and mining

  61. @TurnerNovak — Very cool venture capitalist

  62. @awilkinson — Runs the Berkshire Hathaway of internet companies

  63. @realEstateTrent — Everything about strip malls

  64. @Crussian17 — Tech ideas

  65. @Plum_Capital — Value with a catalyst

  66. @moon_shine15 — Smart trader

  67. @TESLAcharts — All things Tesla

  68. @MadThunderdome — Long/short generalist

  69. @Amarillo_Slim1 — Long/short generalist

  70. @NewmoonCap — Roll ups and general equities

  71. @special_sits — Special situations

  72. @NeckarValue — Shares old interviews and articles on great investors

  73. @pmje73 — Former hedge fund manager talking about the hedge fund business

  74. @PythiaR — Compounders

  75. @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.

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P.S. I also just launched a weekly newsletter where I interview the best emerging managers. Check out Sunday’s Idea Brunch here:

Sunday's Idea Brunch

Underfollowed Investors Share Their Best Ideas
By Edwin Dorsey
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100 Must Follow Financial Twitter Accounts
thebearcave.substack.com
1 Comment
Liberty
Writes Liberty’s Highlights
Jul 26, 2021Liked by Edwin Dorsey

Cheers, Ed! 💚 🥃

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