The Bear Cave

The Bear Cave

Share this post

The Bear Cave
The Bear Cave
Problems at 130 Long-Term Underperformers

Problems at 130 Long-Term Underperformers

Edwin Dorsey
Jul 03, 2025
∙ Paid
16

Share this post

The Bear Cave
The Bear Cave
Problems at 130 Long-Term Underperformers
2
Share

Two months ago, The Bear Cave published Problems at 100 Long-Term Underperformers. Because of the overwhelmingly positive reader feedback, we have expanded our list to 130 long-term underperformers, including a dedicated list of 12 long-term international underperformers.

To make this list, The Bear Cave:

  • Manually examined each long-term underperformer in the S&P 1500 over the last decade

  • Screened for businesses with long-term stagnant or declining revenues

  • Reached out to sector experts

  • Analyzed thousands of Glassdoor reviews

  • Reviewed our five-year archive of media reporting on self-dealing management teams

  • Used ChatGPT o3 to analyze industry dynamics for hundreds of companies

In this unique report, you’ll find everything from the world’s largest printer of physical business cards to a Chinese auto advertising giant ceding ground to fast-rising rivals. It’s a perfect read for our long holiday weekend with ideas for every type of short-seller in any market condition.

Every company on this list has underperformed the market since inception, and we provide reasons why the underperformance will continue onward.

Let’s dig in.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Edwin Dorsey
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share