Author
@John_Hempton John_Hempton
grade Ax.com/John_Hempton ↗
Abrasive real-money short-seller dissecting dilution mechanics and levered zombie-stock plumbing
PM running a short book who publishes mechanistic bear these
trader score
+0.11
hit rate
35%
mean α
+0.09%
signals 14d
30
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 35% hit rate, +0.09% mean alpha, trader score +0.11. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AMC | @John_Hempton | +0.72 | AMC holders should buy more shares. — Explicitly urges AMC holders to add to their positions. | — | tweet ↗ |
| 2026-08-28 | · | @John_Hempton | · | Discloses gains on both long and short books while stating the portfolio is poorly hedged. | · | tweet ↗ |
| 2026-08-28 | · | @John_Hempton | · | Discloses that a major short book is currently only barely short. | · | tweet ↗ |
| 2026-08-27 | AMC | @John_Hempton | +0.10 | Says a referenced outcome would benefit hedge funds long AMC debt. | -4.1% | tweet ↗ |
| 2026-08-27 | AMC | @John_Hempton | -0.65 | Sarcastically tells AMC supporters to buy more while implying trading against them is attractive. | -4.1% | tweet ↗ |
| 2026-08-27 | · | @John_Hempton | · | Discloses current losses on both long and short positions and imperfect hedging. | · | tweet ↗ |
| 2026-08-27 | · | @John_Hempton | · | Explicitly discloses being net long without naming holdings. | · | tweet ↗ |
| 2026-08-26 | · | @John_Hempton | · | Reports the fund finished higher despite its long positions finishing lower. | · | tweet ↗ |
| 2026-08-26 | · | @John_Hempton | · | Reports gains in both long and short books after the move. | · | tweet ↗ |
| 2026-08-26 | · | @John_Hempton | · | Claims correctly used AI can produce human-edited writing better than humans. | · | tweet ↗ |
| 2026-08-26 | · | @John_Hempton | · | Offers a long-term framework in which AI improves careful users but weakens people who outsource their thinking. | · | tweet ↗ |
| 2026-08-26 | · | @John_Hempton | · | Reports making money on both long and short positions after the move. | · | tweet ↗ |
| 2026-08-25 | AMC | @John_Hempton | -0.90 | Discloses a short position of just under two million AMC shares. | -2.3% | tweet ↗ |
| 2026-08-25 | · | @John_Hempton | · | Suggests the bond market may again become powerful enough to constrain governments. | · | tweet ↗ |
| 2026-08-25 | AMC | @John_Hempton | -0.65 | States he remains short AMC but has kept the position very small after recent discomfort. | -2.3% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.