Guides
Educational guides to help you understand activist short selling and make more informed investment decisions.
Activist Short Selling
5 guides
What is Activist Short Selling?
Editor's Summary Short selling is not a monolith. Most short sellers operate quietly. Activist short sellers -- what we call Investigators -- are the exception: they publish their research, build a…
Activist Short Sellers: Market Watchdogs or Predators?
Activist Short Sellers: Market Watchdogs or Predators? Learn how Activist short sellers impact the market.
How Short Sellers Think
Most traders learn to think long. You find a company you believe in, buy the stock, and wait for the market to agree with you. The research framework is forgiving: if you are right directionally,…
How Short Sellers Spot Red Flags
The previous lesson, 'How Short Sellers Think About Research,' established the framework: a credible short thesis needs a specific claim, supporting evidence, and a catalyst. This lesson covers where…
Breaking Down a Short Report
The previous lessons, 'Fundamental Red Flags' and 'Activist Short Research,' built a framework for how short selling research works and how Investigators construct a thesis. This lesson puts that…
History
2 guides
The History & Evolution of Activist Short Selling
Introduction Activist short selling has shaped financial markets for centuries, evolving from secretive bearish bets to public campaigns against corporate fraud. Today's activist short sellers use…
The Original Bubble: How a Flower Became History’s First Financial Mania
How a Flower Became History’s First Financial Mania, and Why It Still Matters for Investors Today
Short Selling Fundamentals
10 guides
The Three Types of Shorts: Understanding Strategic Approaches to Short Selling
An educational guide based on Amit Kumar’s book Short Selling. There are 3 types of shore sales.
What is Short Selling?
What is short selling? Learn what short selling is. This is an understated impactful practice happening in our markets.
Why does Short Selling Exist?
Without short sellers, overvalued stocks and outright fraud go unchallenged. A look at the role short selling plays in keeping markets accurate.
How a Short Sale Works
How a short sale works from start to finish. Margin accounts, borrowing shares, buying to cover, and the daily costs that run the whole time you are short.
Short Selling: Key Terms
The key terms every short seller needs to understand. Covers short interest, borrow rates, margin, and what actually happens during a short squeeze.
Short Selling: Myths and Misconceptions
Short selling is legal, regulated, and widely misunderstood. This guide separates the facts from the most common myths about how it actually works.
How to Short Sell- A Beginners Guide
Everything a beginner needs to know about short selling. From getting margin account approval to managing borrow costs, dividends, and margin calls.
Settlement and Closing Out a Short
Short positions do not just close cleanly. Learn how stock loan terms, T+2 settlement, broker buy-ins, and threshold securities can affect your exit.
Choosing a Broker for Short Selling
Borrow pool size, rates, locate tools, and margin requirements are the four factors that actually matter when choosing a broker for short selling.
Regulations and Restrictions in Short Selling
Short selling is legal, regulated, and subject to a detailed set of rules that govern how it must be executed. Understanding those rules is not optional knowledge for anyone taking short positions.…
Activ8 Guides
2 guides
Different Types of Investigators and Why It Matters
Not all short reports are created equal. In the world of short selling research, you'll encounter two distinct types of report authors: Activists and Researchers . While both publish analysis on…
Short King of the Month
The Bottom Line The crown goes to the investigator with the steepest average stock price decline across all reports they published in a given calendar month, measured from the open price on…