Activist Inv Manager founded by Ben Axler, Specializing in Forensic Short-Selling. Invest @ Your Own Risk, click on the link below to read our disclaimer

Joined March 2014
Spruce Point Capital retweeted
Convenient story being spun with the $AI / $MSFT alliance just at the time the Baker Hughes alliance is about to tail off (essentially a failure) and another big client Enel (Italy) being sued for trade secret misappropriation and unlikely to be paying AI.
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Spruce Point Capital retweeted
Shocker: The CEO of @Intuit (owner of TurboTax) doesn’t want you to know that they're lobbying to make your life harder – so much so that they asked a podcast to delete part of his interview. Give me a break. Whether he likes it or not, the IRS is expanding free Direct File.
Corporate PR for @Intuit berated a journalist for asking a tough but fair question about the company's lobbying against free online tax filing (!) ...and then demanded that the outlet delete that part of the podcast (!!!) theverge.com/2024/10/21/2427…
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Spruce Point Capital retweeted
Bloomberg
@business17 Apr 2024
Shares of PowerSchool are on track to notch their largest one-day drop in eight months after Spruce Point said it’s betting against the education technology company trib.al/8Y91l8i
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Spruce Point Capital retweeted
Spruce Point estimates a 40% to 60% downside risk for $Z. Founder Ben Axler joins Yahoo Finance to discuss:
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Spruce Point Capital retweeted
🚨 @sprucepointcap’s latest short position: Samsara $IOT Ben Axler runs through his case with @OJRenick: ⚠️ “We have a real problem with how this company is positioning its margins.” ⚠️ "The transparency is abysmal." ⚠️ “We see nothing but downside here, at least 45%.”

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Spruce Point Capital retweeted
Dry times for Xylem? 🚱 @sprucepointcap's Ben Axler takes @OJRenick through his latest short call, which focuses on water technology company $XYL: “We just see a company that’s set to disappoint investor expectations… and see easily 35-45% downside risk.”

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Spruce Point Capital retweeted
.@sprucepointcap Founder Ben Axler discusses the risks of $AI: “The company is very fragile and sensitive to keep its stock value to the way it is.” Full comments:
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Spruce Point Capital retweeted
Stock Market Movers | Top Stock Gainers, Headlines, & Expert Interviews xitter.cf/i/broadcasts/1lDxLnWbl…
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Spruce Point Capital retweeted
Exciting Stock Market Movers tomorrow. 1PM- 2PM Going to dive deep to understand what @sprucepointcap see in their Short Report on $BR? Have a question comment below?
Scratching my head how low quality $BR outperforms in a market like this. It is more levered than the avg $SPY company (of course mgmt levered up at the peak in 2021 to overpay 10x sales for low-growth Itiviti). We think BR is in the most precarious financial shape in its history
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Spruce Point Capital retweeted
Wrong time to abandon activist shorting @BillAckman you should be doubling down here. There are once in a lifetime short opportunities that are sitting ducks. Debt fueled days of hyper growth for many companies are coming to an end. Follow us and we'll explain
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Spruce Point Capital retweeted
I can already envision the title for the $TOST short report "Prepare to be burned" 😃
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“I’d love to see more #SPACs,” Axler says, noting @sprucepointcap has launched campaigns at @PorchGroup and @danimersci targeting the companies brought public by SPACs. He contends many companies are going public faster than they deserve. #activism
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Ben Axler of @sprucepointcap says #ESG is clearly an important topic in short investing. He points to his firm's campaign at Oatly, which he has faulted on environmental, social and governance factors. #activism 1/
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Silk bringing in the big guns to promote their Oat Milk. #Oatly $OTLY It's death by a 1000 cuts! Oatly is going to lose this battle IMHO! GORDON RAMSAY IS FACE OF NEW VEGAN OAT MILK CAMPAIGN: “I REALLY ENJOY COOKING MORE PLANT-BASED DISHES” $SPY $QQQ $DIA vegnews.com/2021/7/gordon-ra…
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Spruce Point Capital retweeted
While Oatly is waving off the investigation as acts of a short seller, something to note is Oatly has just over 1% of total shares shorted while Beyond Meat is still high at 16%. forbes.com/sites/chloesorvin…
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Spruce Point Capital retweeted
We still have a few spots for this Monday presentation with @SprucePointCap and @DivyaNarendra on $OTLY. zoom.us/meeting/register/tJc…
I have to agree with Ben @sprucepointcap on $OTLY! A trip to a North East Ohio Giant Eagle supermarket just now shows that the competitors like Chobani, Silk and especially Planet Oat have more shelf space and better shelf positioning than does #Oatly. $SPY $QQQ $DIA
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Spruce Point Capital retweeted
Join us on Monday 7/29 at 11am as @DivyaNarendra chats with @sprucepointcap CIO Ben Axler about their massive research report short $OTLY. Register now: space is limited and this event is free and open to all. zoom.us/meeting/register/tJc…
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Spruce Point Capital retweeted
Going live with Ben Axler of @sprucepointcap on @YahooFinance to discuss his Oatly short in just a few minutes.
We know there's a lot to digest in this $OTLY report, but big picture this is a company using oats, waters, enzymes and ingredients to make a commodity product. Limited barriers to entry. Can make #oatmilk at home. We'll be on @YahooFinance at 12pm EST to give more insights
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