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The Bear Cave is a weekly newsletter focused on uncovering financial discrepancies, questionable corporate practices, and significant leadership changes within companies. It includes activist reports, executive resignations, and market insights, alongside highlighting legal, operational, and competitive challenges faced by corporations across various industries.

Financial Analysis Corporate Governance Market Trends Legal and Regulatory Issues Competitive Analysis Leadership and Management Changes Investor Insights

The hottest Substack posts of The Bear Cave

And their main takeaways

Problems at an ARK Invest Favorite

1026 implied HN points • 07 Mar 24
💰 Finance Investing Stocks Analysis Market
  1. The Bear Cave raises concerns about an ARK Invest favorite, suggesting it may not live up to the hype and bold promises of innovation.
  2. The company in question has been spending on questionable celebrity partnerships, leading to doubts about its true potential.
  3. Despite predictions of high growth, The Bear Cave predicts a potential crash for this company, signaling a caution for investors.

The Bear Cave #213

583 implied HN points • 17 Mar 24
💰 Finance Activist Reports Recent Resignations
  1. Activist reports on companies like LPP S.A. and Enfusion Inc. shed light on potential issues affecting their businesses.
  2. Recent resignations of notable executives from companies like Hertz Global Holdings and Turning Point Brands raise questions about leadership stability and financial health.
  3. Interesting reads include SEC charging former Tallgrass Energy board member with insider trading and Senator Josh Hawley calling for DOJ investigation into FICO for anticompetitive practices.

The Bear Cave #212

466 implied HN points • 10 Mar 24
💰 Finance Activist Reports Resignations Tweets
  1. New activist reports were published on companies like Zillow, Adtalem Global Education, Blackstone Mortgage Trust, and Grifols, raising concerns about their operations and financial health.
  2. Significant recent resignations include CEOs and CFOs from companies like New York Community Bancorp, Funko, and NMI Holdings, indicating potential issues within the leadership of these organizations.
  3. Interesting articles related to investigations by the SEC on companies like Chemours, Skechers, and details emerging about the SEC's interest in Hospital Landlord MPT provide insights into corporate governance and compliance issues.

The Bear Cave #211

583 implied HN points • 03 Mar 24
💰 Finance Reports Resignations Social media
  1. Kerrisdale Capital and Capybara Research published critical reports on Carvana and SoundHound AI, highlighting concerns about valuation, growth prospects, and financial status.
  2. Recent high-profile resignations include executives from companies like Chemours, Outbrain, SunPower Corp, and New York Community Bancorp, raising various concerns like accounting practices, company performance, and leadership changes.
  3. The SEC charged Lordstown Motors with misleading investors about their electric vehicle, and Panera Bread's exemption from California's new $20 minimum wage law revealed through a Bloomberg report.

The Bear Cave #205

1562 implied HN points • 21 Jan 24
💼 Business Activist Reports Recent Resignations Financial Analysis
  1. New activist reports highlight concerns about various companies' practices and financial status.
  2. Recent resignations of notable executives from multiple companies indicate ongoing changes in leadership.
  3. Range of articles and tweets shared on different topics provide diverse insights and updates in the financial world.
Get a weekly roundup of the best Substack posts, by hacker news affinity:

The Bear Cave #208

863 implied HN points • 11 Feb 24
💰 Finance Activist Reports Recent Resignations
  1. New activist reports highlighted issues with companies like CAVA Group, Soho House & Co, Fairfax Financial Holdings, and Dun & Bradstreet Holdings.
  2. Recent resignations from notable executives, including CEOs and CFOs at companies like Grifols, HF Foods Group, Enerpac Tool Group, and Allego, were disclosed.
  3. The Bear Cave also featured insightful tweets of the week and suggested articles on topics such as how the funeral industry hides bad actors and SEC charging Cloopen Group with accounting fraud.

The Bear Cave #210

536 implied HN points • 25 Feb 24
💼 Business Activist Reports Resignations Insider trading
  1. New activist reports were published on companies like B. Riley Financial, Fluence Energy, and AirSculpt Technologies, raising concerns about undisclosed information, fraud allegations, and safety issues.
  2. There were recent resignations at Planet Fitness, including the CFO and former CEO, highlighting potential governance and operational concerns at the company.
  3. Several notable executive departures were announced in the past week at companies like MoneyHero, Icahn Enterprises, and Health Catalyst, pointing towards management instability and issues within these organizations.

More Problems at B. Riley (RILY)

653 implied HN points • 15 Feb 24
💰 Finance Investigation Stocks Auditing Fraud
  1. The Bear Cave has raised concerns about B. Riley's ties and financial exposure to an accused fraudster, Brian Kahn, as well as regulatory and disclosure issues at the company.
  2. Short seller Marc Cohodes referred to B. Riley as the "biggest pound-for-pound financial fraud" he has seen.
  3. New evidence presented by The Bear Cave includes a potential departure of B. Riley's audit engagement partner, contradicting statements about a loan to Brian Kahn, and engagement of outside counsel by B. Riley's auditor in response to concerns.

The Bear Cave #209

559 implied HN points • 18 Feb 24
💼 Business Financial Analysis
  1. New Activist Reports highlighted concerns about various companies' practices, such as management history and accounting irregularities.
  2. Recent Resignations included notable departures of executives from companies like Cannae Holdings and Funko due to various reasons.
  3. Tweets of the Week showcased impactful posts related to finance and investment, providing insights and observations on current market trends.

The Bear Cave #204

1119 implied HN points • 14 Jan 24
💰 Finance Activist Reports Recent Resignations Tweets
  1. New activist reports revealed alleged financial manipulation by companies like Grifols and ethical lapses at DocGo.
  2. Multiple executive resignations were announced, including CFOs and CEOs from various companies.
  3. Notable tweets of the week were highlighted, showcasing discussions on regulatory actions and financial concerns.

The Bear Cave #203

1096 implied HN points • 07 Jan 24
💼 Business Financial News
  1. New Activist Reports on Medical Properties Trust and consequences
  2. Significant Recent Resignations from various companies
  3. Highlighted Tweets of the Week referencing market happenings and insights

The Bear Cave #206

606 implied HN points • 28 Jan 24
💰 Finance Reports Resignations Tweets
  1. New activist reports on companies' financial statements and operations
  2. Recent resignations of notable executives in various corporations
  3. Tweets of the week highlighting key discussions and reactions in the financial community

The Bear Cave #162

956 implied HN points • 26 Mar 23
💰 Finance Activist Reports Resignations Tweets
  1. New activist reports were published on various companies, highlighting inflated metrics and concerns about criminal activity.
  2. Notable executive resignations were disclosed in the past week, including CEOs and CFOs from several companies.
  3. The newsletter also featured tweets of the week, discussing topics like company legal risks and market observations.

The Bear Cave #160

863 implied HN points • 12 Mar 23
💰 Finance Activist Reports Recent Resignations
  1. New activist reports were released on various companies like Essential Utilities and C3.ai, highlighting concerns about their operations and financial reporting.
  2. Recent resignations from notable executives were disclosed across companies like Mr. Cooper Group and Allbirds Inc, raising questions about stability and leadership turnover.
  3. The post also featured recommended reads and tweets of the week from finance and investment industry insiders, providing additional insights and opinions on current events.

The Bear Cave #163

816 implied HN points • 02 Apr 23
💰 Finance Reports Resignations Tweets
  1. New activist reports raised concerns about corrupt practices in pharmaceutical and financial companies
  2. Recent resignations of notable executives from various companies were disclosed
  3. The post also includes recommendations on what to read and tweets of the week related to financial topics

The Bear Cave #158

863 implied HN points • 26 Feb 23
💰 Finance Activist Reports Recent Resignations Earnings Tweets
  1. New activist reports highlighted issues with pharmaceutical, power tool, and biopharmaceutical companies
  2. Recent resignations of notable executives from various corporations were disclosed
  3. Earnings to watch for upcoming week include companies like Playtika Holding Corp and eXp World Holdings

The Bear Cave #157

863 implied HN points • 19 Feb 23
💰 Finance Activist Reports Recent Resignations Earnings Tweets Investigations
  1. New activist reports were published on companies like Etsy and Goosehead Insurance, highlighting issues like counterfeit goods and financial practices.
  2. Recent resignations of notable executives from companies like Bally's Corp and Rocket Companies Inc were disclosed, signaling leadership changes.
  3. Upcoming earnings to watch include reports from companies like Coinbase and Planet Fitness, with previous investigations uncovering various issues.

The Bear Cave #161

746 implied HN points • 19 Mar 23
💰 Finance Reports Resignations Investments Corporate Governance
  1. NINGI Research published an activist report on Arbor Realty Trust, alleging accounting anomalies and overvaluation.
  2. There have been multiple recent resignations of CEOs and CFOs in various companies.
  3. The post includes tweets of the week highlighting short pitches, company updates, and executive statements.

The Bear Cave #159

699 implied HN points • 05 Mar 23
💰 Finance Reports Resignations Tweets
  1. New activist reports highlight financial discrepancies in different companies.
  2. Recent resignations of notable executives in various organizations.
  3. Featured tweets discussing potential issues in different companies and industries.

The Bear Cave #155

769 implied HN points • 05 Feb 23
  1. New activist reports on various companies revealed financial concerns and questionable practices.
  2. Recent resignations of executives from multiple companies were disclosed, raising potential red flags.
  3. Highlighted tweets of the week showcased discussions around stock market activities and company leadership changes.

Problems at Airbnb (ABNB)

1 HN point • 06 Apr 23
💼 Business Tech Hospitality Marketplace Entrepreneurship Investing
  1. Airbnb is facing challenges from professional hosts who are building their own platforms and offering deals outside of Airbnb.
  2. Sentiment against Airbnb has shifted negatively on social media due to various horror stories and scandals.
  3. Professionally managed properties in the short-term rental market are gaining traction, offering better advantages and revenue than individual hosts.