The Bear Cave

The Bear Cave

The Bear Cave offers insights, opinions, and handpicked links focused on the world of short selling. Each Monday, their complimentary newsletter highlights fresh activist short campaigns, updates on SEC enforcement actions, and includes unique research findings.

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Problems at TransDigm (TDG)

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...
Problems at Hindenburg Research

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.
The Bear Cave #242

Oct 6, 2024 | thebearcave.substack.com | Edwin Dorsey

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Problems at Roblox (RBLX) #4

Oct 3, 2024 | thebearcave.substack.com | Edwin Dorsey

Roblox (NYSE: RBLX — $28.1 billion) is a platform where millions of children, many between the ages of six and fourteen, play online. The Bear Cave believes Roblox is facilitating widespread child abuse across the United States including the mass production of child pornography, child kidnappings, and child physical abuse. In addition, The Bear Cave believes Roblox has potentially played a role in mass shooting events and may be used by foreign actors to spread antisemitism and terrorism.
AI Losers

Sep 22, 2024 | thebearcave.substack.com | Edwin Dorsey

The Bear Cave is very focused on identifying companies that will suffer significantly from advances in AI. This year we’ve published on eight publicly traded “AI Losers” below:“Problems at Chegg (CHGG)” published January 4“Problems at Teleperformance (TEP)” published July 18“Problems at TaskUs (TASK)” published August 1“The Five Biggest AI Losers” published August 29.
Problems at Verint Systems (VRNT)

Sep 19, 2024 | thebearcave.substack.com | Edwin Dorsey

Verint Systems (NASDAQ: VRNT — $1.62 billion) describes itself as a “pure play contact center company.” The company makes workforce management software for large call centers and also has dozens of specialized bots that help improve human performance in call centers with work like call transcription and sentiment analysis. Verint’s management insists Verint will be an AI beneficiary as customers use Verint’s AI-powered bots to improve their call centers. The Bear Cave sees things differently.
Problems at Five9 (FIVN)

Sep 5, 2024 | thebearcave.substack.com | Edwin Dorsey

Five9 (NASDAQ: FIVN — $2.23 billion) is a contact center software company that grew rapidly in the pandemic, but now faces investor fears that AI will disrupt its business. Don’t fret, management has told investors that AI is “a great thing” for Five9. We disagree. The Bear Cave believes Five9 management is lying to investors and the company is a major AI loser racing towards irrelevance.
Problems at TaskUs (TASK)

Aug 1, 2024 | thebearcave.substack.com | Edwin Dorsey

TaskUs (NASDAQ: TASK — $1.46 billion) describes itself as “a provider of outsourced digital services and next-generation customer experience to the world’s most innovative companies, helping our clients represent, protect and grow their brands.” In reality, TaskUs is a basic business process outsourcer in an incredibly competitive, fragmented, high churn, brutal industry competing for unsexy tasks from both startups and tech giants.
In Defense of Andrew Left

Jul 29, 2024 | thebearcave.substack.com | Edwin Dorsey

I know Andrew Left, I like Andrew Left, and I consider Andrew Left to be a positive force for markets and the pioneer of the activist short movement. Without Andrew Left markets would have more fraud and fewer skeptics willing to go public. And like many, I was sad to see someone I respect be charged with fraud and market manipulation in both an SEC complaint and Department of Justice indictment.
Problems at Teleperformance (TEP)

Jul 18, 2024 | thebearcave.substack.com | Edwin Dorsey

Teleperformance (Paris: TEP — 6.18 billion euros) describes itself as “a global leader in digital business services that consistently seeks to deliver enhanced customer care that is simpler, faster, and safer for the world’s biggest brands and their customers.” In reality, Teleperformance largely operates outsourced call centers in developing countries. The company is accused of “modern-day slavery,” has a heavy debt burden, and is facing rapidly growing competition from AI-powered phone agents.

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