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
Cite asCryptoQuant has tracked the directional calls on IWM by @sprucepointcap on X since Jul 2023: not yet scored on IWM (as of Oct 12, 2026).
No IWM calls in our data yet.
Relative view by default — fewer than 30 IWM calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @sprucepointcap to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Chief Legal Officer of $BG #Bunge now leaving, following the Chief Accounting Officer departure last month. I thought there was so much upside to the Viterra transaction, why leave now? #bearish https://t.co/XoyAkC1lzw
View original →Whatever your investment bull case is for Nova Minerals NYSE: $NVA we believe it should be significantly hampered by today's notification that its 10-K Annual Report has not been filed on-time. Is the $43m @DeptofWar grant now jeopardized because it's been six months since Nova reported a cash balance and has no current financials? #Antimony and #Gold prices have declined sharply while Nova also pushed back its pre-feasibility study for its gold project to 2028 and walked back some of its "core differentiators" of the antimony project. Timelines keep slipping, commodity prices are declining and Nova is burning cash while funding is highly uncertain.
View original →Haven't we seen this before high oil ≠ cash flow for $BG. Nice time to retire for @Bunge Chief Accounting Officer and Controller months after we called for an independent investigation into the accuracy of its financial reporting and accounting. No disagreements of course. Bunge has burned through $1.1 bn of cash from operations YTD, with stellar $3.83 of "Adjusted" EPS. Food for thought....
View original →Anyone following $IRTC should be highly troubled by its recently announced acquisition of VitalConnect. We believe the company is squandering $237m of its cash (40%) and diluting investors for this deal as a poor insurance policy against the challenges of delivering upon its existing product roadmap. Even worse, IRTC has agreed to fund VitalConnect's working capital for months before the deal even closes, an indication to us it is buying a money losing product that may have struggled to find financing. If IRTC's organic outlook were truly positive, we don't think it would have done this deal.
View original →$DV DoubleVerify to be acquired by Nielsen for $13.60 per share. Only 60% below what the analysts said it was worth at the time of our short report and there was not a single sell opinion, well except for us.... https://t.co/74bjzyZnDv
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