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…
Spruce Point Capital retweeted

Bloomberg@business17 Apr 2024
🇺🇸!
United StatesConnected via WebLocation may be affected by a proxy or VPN.Account-level information, not a live location or per-post device.
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
Spruce Point Capital retweeted
Spruce Point estimates a 40% to 60% downside risk for $Z.
Founder Ben Axler joins Yahoo Finance to discuss:
Spruce Point Capital retweeted
Replying to @sprucepointcap
@sprucepointcap Spruce Point Capital short position on @MSCI_Inc highlights concentration of index providers pionline.com/investing/spruc… via @pensionsnews
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%.”
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.”
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:
Spruce Point Capital retweeted
Stock Market Movers | Top Stock Gainers, Headlines, & Expert Interviews xitter.cf/i/broadcasts/1lDxLnWbl…
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?
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
As a lifelong short-seller who spent 70% of my career focused on it - I would have been a LOT richer had I spent 0% of my time on it! Good move @BillAckman
wsj.com/articles/ackman-says…
Spruce Point Capital retweeted
I can already envision the title for the $TOST short report "Prepare to be burned" 😃
Spruce Point Capital retweeted
“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
Spruce Point Capital retweeted
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/
Spruce Point Capital retweeted
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…
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…
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…
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


















