100 Must Follow Financial Twitter Accounts

Underfollowed accounts sharing great research and other great free resources

Jul 26, 2021

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:

The Bear Cave