Activist short- and long-research shop publishing investigative reports on publicly traded companies. @jcapresearch.bsky.social
Joined August 2015
- Tweets 1,891
- Following 776
- Followers 24,910
- Likes 838
219 Photos and videos
Pinned Tweet
4 Sep 2025
We are short $SUPX. Chinese property developers are trying to persuade you that this tiny design company is in AI. It’s not. Report at jcapitalresearch.com/supx.ht…
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J Capital retweeted
HKex IPO application of a subsidiary shows that the majority of engines are bought and re-sold.
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Jun 10
Three company high-ranking execs detained in China. At the same time, company growth far outstrips industry and competitors, and cost base does not match sales growth.
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Jun 5
Great interview between @hjesanderson and the king of aluminum, @pauladkins. Find it on Henry's Substack, Voltrush: voltrush.substack.com/?utm_s…
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We are Short Pirelli & C. S.P.A. $PIRC
We Believe Pirelli’s Secret Dependence and Close Relationships with Russia Pose a Threat to Western National Security
Read our New Report here: grizzlyreports.com/pirelli/
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May 31
Andrew's Left's fate is in the hands of a jury now. Here's my analysis of how it all went down--and what's at stake. @CitronResearch @muddywatersre @StockJabber @RealMarcCohodes @FuzzyPandaPA
How Short Seller Andrew Left Became a DOJ Target open.substack.com/pub/michel…
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May 27
Is $WHR being honest? It claims to have paid down $900 mln in Q1 2026, but that's not shown on the cash flow statement. jcapitalresearch.substack.co…
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May 27
If $WHR really can access that $626 mln in cash on its balance sheet, why would it issue convertible preferred shares at a mandatory 8.5%?
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Check out our report on $WHR. A poster child for how borrowing money to buy back stock and pay dividends has weakened an old-line white goods company. jcapitalresearch.substack.co…
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May 19
We are Short Ottobock SE & Co. KGaA $OBCK $OBCK.DE
How Hans Georg Näd er’s Margin Loan and Russia Business Endanger Public Shareholders
grizzlyreports.com/ottobock/
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J Capital retweeted
Check out our post on $WU. Company in decline, with falling dividend cover, suspicious acquisitions, and little hope of growth.
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Just out on $GPCR, a Chinese wannabe GLP-1 pharma company. jcapitalresearch.substack.co…
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Apr 29
We are Short Partners Group Holding AG $PGHN
We Have Severe Concerns about Partners Group Holding AG’s Valuation Marks in Their Prominent Evergreen Funds
Read our New Investigation Here: grizzlyreports.com/pghn/
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Apr 15
8/8 Bottom line: there is almost certainly a vol-focused fund driving this across Mag-7. It's a textbook dispersion trade — long single-stock vol, short index vol. The VIX divergence is the fingerprint. Know what you own going into Apr 22. 👀
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Apr 16
We are short Sinch AB $SINCH $SINCH.ST
We Identified Sinch AB as the Leading Enabler of Scam and Robocalls Amid Rising Regulatory Pressure
Read our New Report Here: grizzlyreports.com/sinch/
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J Capital retweeted
1) TUYA's offering is commoditized, competes at the low end, and is set to be replaced by open-source products. 2) There's an invisible barrier for sales: larger customers have the resources to install their own in-house software. 3) parts of TUYA's self-presentation are full of contradictions.
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Apr 2
As of end June 2025, $SUPX had 18 employees related to AI, 5 in operations. There's no separate budget for R&D, and PP&E were $246,371--not enough for a company that's supposed to be in AI.
We couldn't resist a follow-up on $SUPX. jcapitalresearch.substack.co…
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Mar 19
We are short Paris-listed hotel chain Accor SA $AC.PA $AC
“Accor, Epstein, and Ukrainian Orphans: Our Investigation Into Child Trafficking”
Our new report is available on our website: grizzlyreports.com/accor/
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J Capital retweeted
POET keeps trying to make cutting-edge technologies and keeps failing. The company is now trying to persuade the market it has morphed into the next miracle supplier to the AI world.
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POET is an AI wannabe that has reinvented itself at least three times since it reversed into a Canadian mining company in 2007. jcapitalresearch.substack.co…
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