Edwin Dorsey
Writer at The Bear Cave
Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
Articles
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Nov 21, 2024 |
thebearcave.substack.com | Edwin Dorsey
TransDigm (NYSE: TDG — $72.7 billion) describes itself as “a leading global designer, producer and supplier of highly engineered aircraft components that are critical to the safe and effective operation of nearly all commercial and military aircraft worldwide.” TransDigm has grown through dozens of acquisitions, largely focused on being the sole-source producer of small airplane parts (e.g., handles and bolts), and aggressively raising prices for customers like commercial airliners and the...
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Nov 3, 2024 |
investorhour.com | Edwin Dorsey
On this week's Stansberry Investor Hour, Dan and Corey welcome Edwin Dorsey to the show. Edwin conducts deep, investigative analyses of public companies in his newsletter, The Bear Cave. By prioritizing customer relations and common-sense logic over financial data, he can gain an edge and find troubled companies for his subscribers before Wall Street does. Edwin kicks off the show by explaining how he got his start doing short-selling research and how he identifies prime opportunities for shorting.
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Oct 30, 2024 |
newsletter.rationalwalk.com | Adam Singer |Ted Gioia |Edwin Dorsey
“Most people believe the media is biased. Anyone who doesn’t see this is paying scant attention to reality, and those who fight reality lose. Reality is an undefeated champion. It would be easy to blame others for our long and continuing fall in credibility (and, therefore, decline in impact), but a victim mentality will not help. Complaining is not a strategy.
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Oct 15, 2024 |
thebearcave.substack.com | Edwin Dorsey
I know Nate Anderson, I’ve had dinner with him, and I admire many of the investigations he’s done with his team at Hindenburg. I think Hindenburg is a talented firm that is positively impacting the world. I also am concerned that Hindenburg has not properly acknowledged The Bear Cave in its work, most recently and most egregiously with Hindenburg’s report last week on Roblox.
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Oct 6, 2024 |
thebearcave.substack.com | Edwin Dorsey
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Yet another example of the danger Roblox poses to very young children $RBLX https://t.co/xz9d4vwi5I
The drama at Harley-Davidson grows🍿 Read the latest letter from former board member Jared D. Dourdeville challenging the company's narrative around CEO succession and other matters. H/t @footnoted https://t.co/qHI5gUUE1y
Read the resignation letter Harley-Davidson board member Jared D. Dourdeville published this week. It’s almost unprecedented for board members to criticize their companies publicly, and it is rare to get an inside look at boardroom disagreements. Mr. Dourdeville works for H https://t.co/IPubj6MPFO
Treasury Secretary Scott Bessent was the first analyst hired by @RealJimChanos What a small world!
NEW ODD LOTS: It's the return of Jim Chanos. For your weekend listening pleasure, @tracyalloway and I talked to @RealJimChanos about the art of short-selling, the state of the market, Elon Musk, datacenters, Medicare Fraud, private equity and more. https://t.co/rcZSqFd5vU
