MuddyWatersResearch
@muddywatersre
Part official account of Muddy Waters, LLC and affiliate Muddy Waters Capital LLC; part personal account of someone at MW.
We are short Enovis $ENOV, a roll-up of health care businesses that’s easy to borrow. Below is just a summary of the key opinions in this idea; for the full short thesis including a downloadable PDF, please see the Jehoshaphat Research site. 1) The Street believes ENOV enjoys…
Heard you lost 8-figures on your $RILY short (from an 8-figure net worth). Bottom line-you’re a repeat spectacular failure: Fund management, marriage, fatherhood, friendship, PA investing, and even at being my enemy. That’s why you spend all your time pulverizing your noodle to…
Now do the cost comparisons without the government subsidies for solar and wind. Without subsidies, solar and wind would be far more expensive than thermal energy due to their intermittency and increased transmission cost. cc: @MattMackowiak
Wind + solar produced 40% of Texas' power for the first half of 2025. Not one conservation call or energy emergency in 2024 or 2025. Wholesale costs are 15% below national average. But sure, keep trying to convince the public that coal is "beautiful." Good luck with that.
Irony is just so fucking dead
The article below is about the CIO of the UC System ditching hedge funds after decades of poor performance. What he is saying is the dirty secret of most of finance: LPs (ie you) pay exorbitant fees and carry to ultimately return the market beta or worse! In other words, you’d…
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The Silver Lining for Vietnam of Trump’s Tariffs Ep 5 of The New Asia Podcast So… it’s a deal? In the latest New Asia Podcast, Muddy Waters’ Carson Block and Rob Medd unpack Trump’s recent announcement that the US has implemented a preliminary trade agreement with Vietnam,…
“us” being Goldman Sachs? (Just messing with you, D-Sol aka “the Lateral”.)
"I think central bank independence – not just here in the United States, but around the world – has served us incredibly well." @GoldmanSachs CEO David Solomon weighs in as President Trump ramps up pressure on Federal Reserve Chair Jerome Powell: cnbc.com/video/2025/07/…
Fun poll of the day
I’ve been wondering whether failing spectacularly in fund management leads to online porn addiction (OnlyFans) or whether it’s caused by the same underlying pathologies. Thoughts?
Grabbing lunch at the greatest spot in NYC, very sad no one’s heard of IHC, they will NOT be getting an invite to the next years rager, that being said I will be looking for our next great short idea after this lunch.
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I cannot tell you how proud I am to join the team at #IanHollinsCapital! This place is like nowhere else! 😉👍 #IHC #IYKYK @muddywatersre
Claire (formerly Chris) Brown started Aristides Capital in 2008, finished 2008 +14% net, has compounded at over 15% net since inception, and has never had a down year. I think there was some other guy who inherited a $1B+ AUM *short* fund in Jan 2008 & was out of business by Dec.…
Was trying to figure out why PLTR dropped so much today. Then I saw this…
Not all cultural exchanges are mutually beneficial…
Today's China stock scam is $OST Down 93% so far. The chart looks like a memecoin that got rugged. Nasdaq listed. Absurd. Cc: @muddywatersre
We are short $CTO because we believe its dividend is unsustainable and management has deceived investors with a bullshit AFFO, a sham loan, and false and misleading statements about its tenants. It's like $CTO is aiming to be the $RILY of REITs. Our analysis shows a $38M cash…
Chamath will never pass up a chance to scam the world and make money. He’s so painfully obvious about it that you can’t even fault him for it. He knows that he’s a grifter. It’s in his DNA.
This, for me, is like the part of the Big Short when Steve Eisman, who was shorting the CDOs, met the guy who was packaging the CDOs, Wing Chau.
Should I launch a SPAC?
We are giving away Ian Hollins Capital T-shirts!!! The first 20 people who respond via DM (with U.S. mailing addresses). The price is Tweeting out a pic of you with your IHC gear on once received. These 100% cotton shirts run a bit small & shrink once washed, so we recommend…
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