Author
@muddywatersre muddywatersre
Forensic activist short-seller exposing alleged fraud with primary-sourced, ticker'd evidence
Publishes original activist short research, discloses positi
trader score
-0.46
hit rate
43%
mean α
-1.33%
signals 14d
10
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 7 scored bets: 43% hit rate, -1.33% mean alpha, trader score -0.46. Their last-14d mentions, direction-adjusted, have moved -5.4% since posting (mean over 3 mentions with price data).
Recent signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @muddywatersre | · | Author says factor beta was hedged and making money, but no ticker or forward signal. | · | tweet ↗ |
| 2026-07-01 | · | @muddywatersre | · | Says MW has strategies going long junior miners and momentum stocks. | · | tweet ↗ |
| 2026-06-30 | · | @muddywatersre | · | Sarcastically highlights China policy and insider-trading risks for US investors. | · | tweet ↗ |
| 2026-06-25 | SOFI | @muddywatersre | -0.45 | Criticizes Noto monetization via prepaid variable forwards while company says no stock sold. | +5.4% | tweet ↗ |
| 2026-06-25 | SOFI | @muddywatersre | -0.50 | Calls insider buying small and manipulative, negative on Noto and SOFI. | +5.4% | tweet ↗ |
| 2026-06-25 | SOFI | @muddywatersre | -0.80 | Calls SOFI accounting poor and scam-like, comparing to prior NNOX short. | +5.4% | tweet ↗ |
| 2026-06-25 | NNOX | @muddywatersre | -0.60 | Calls SOFI accounting poor and scam-like, comparing to prior NNOX short. | · | tweet ↗ |
| 2026-06-25 | NNOX | @muddywatersre | -0.50 | References Muddy Waters' prior NNOX short report from Sep 2020. | · | tweet ↗ |
| 2026-06-25 | NNOX | @muddywatersre | -0.70 | Recaps prior short with stock down another 40% on going concern. | · | tweet ↗ |
| 2026-06-24 | BXMT | @muddywatersre | -0.25 | Author says they previously highlighted a property in BXMT's loan portfolio. | · | 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.