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
-0.98
hit rate
80%
mean α
-0.91%
signals 14d
59
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: 80% hit rate, -0.91% mean alpha, trader score -0.98. Their last-14d mentions, direction-adjusted, have moved +6.7% since posting (mean over 21 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @John_Hempton | · | Calls the addressed person's company fraudulent, but the security is not identified. | · | tweet ↗ |
| 2026-10-15 | · | @John_Hempton | · | Discloses that the author was short an unidentified stock he considered fraudulent. | · | tweet ↗ |
| 2026-10-15 | · | @John_Hempton | · | Sarcastically asks Cramer to declare the bear market over, implying continued bearishness. | · | tweet ↗ |
| 2026-10-15 | · | @John_Hempton | · | Reports having been financially beaten up for years without identifying positions. | · | tweet ↗ |
| 2026-10-15 | · | @John_Hempton | · | Discloses a multi-year short posture and says it is currently profitable. | · | tweet ↗ |
| 2026-10-14 | SPX | @John_Hempton | -0.45 | Quantifies modest index drawdowns while warning that substantially worse losses may follow. | · | tweet ↗ |
| 2026-10-14 | SPX | @John_Hempton | -0.45 | Compares small US and Australian drawdowns and warns that current losses are not yet severe. | · | tweet ↗ |
| 2026-10-14 | PI | @John_Hempton | -0.15 | Warns of concentration and liquidity risk, predicts PCT will implode, and flags AEVA concerns. | -13.0% | tweet ↗ |
| 2026-10-14 | AEVA | @John_Hempton | -0.45 | Warns of concentration and liquidity risk, predicts PCT will implode, and flags AEVA concerns. | -6.7% | tweet ↗ |
| 2026-10-14 | PCT | @John_Hempton | -0.95 | Warns of concentration and liquidity risk, predicts PCT will implode, and flags AEVA concerns. | · | tweet ↗ |
| 2026-10-14 | OPEN | @John_Hempton | -0.25 | Discloses having previously been positioned opposite another investor in OPEN. | -0.5% | tweet ↗ |
| 2026-10-14 | PCT | @John_Hempton | -0.85 | Reiterates a strongly negative thesis on PureCycle through criticism of a key backer. | · | tweet ↗ |
| 2026-10-14 | · | @John_Hempton | · | Discloses a large short book and satisfaction with the market's decline. | · | tweet ↗ |
| 2026-10-13 | TOK | @John_Hempton | +0.25 | Calls TOK a nice company, though the ticker reference is conversationally ambiguous. | · | tweet ↗ |
| 2026-10-13 | · | @John_Hempton | · | Reports recent gains across both long and short positions. | · | 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.