Edwin Dorsey’s an individual investor, passionate about exposing bad companies…

Since being one of the first to flag wrongdoing at Care.com (while a student at Stanford), Edwin has continued to gain credibility for his well-researched, off-the-beaten-path ideas.

Edwin’s analysis and reports—as well as insights to general activity within the short world—are shared in his popular newsletter: The Bear Cave

Topics & Timestamps:

Please note: Exact times will vary depending on current ads.

• 01:35 – Getting introduced to Marc Cohodes and others in finance.
• 07:00 – Becoming involved in short research, first piece, tactics of bad actors.
• 20:55 – Misconceptions, short interest > 100%, naked shorting, price impact.
• 31:20 – Research process, identifying red flags, how to uncover wrongdoing.
• 45:40 – Case study: Edwin’s bullish views on Twitter (TWTR).

Edwin Dorsey: Writer of The Bear Cave newsletter [Source: Illustration by Ryan Melgar, Institutional Investor]

Links & Resources

• Marc Cohodes on GameStop, Melvin, Citadel, State of Short-Selling [YouTube]
• Care.com Puts Onus on Families to Check Caregivers’ Backgrounds [WSJ]
• EDGAR Full Text Search [SEC]
• The Bear Cave [Substack]
• @StockJabber [Twitter]