Short stock ideas, strategy and analytics for short sellers by Two Rivers Research
Nov 11, 2025
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2 min read
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Nov 10, 2025
LGI Homes, Trinity Indus., Huntsman Corp, Hub Group
Breaking Estimates
Dec 19, 2025
Serve Robotics, ZIM Shipping, Enphase, Bed & Body Works
Sentiment Extremes
Dec 15, 2025
Refiners, Specialty Chemicals, Apparel & Footwear estimates are too crowded to the bullish side, opening downside risk of misses.
Short Update
Dec 11, 2025
Updating Squeeze Risk Stocks
Dec 10, 2025
7 min read
Canadian Solar, CoreWeave, PENN Entertainment
Dec 9, 2025
Refiners, Recreational Products, Apparel & Footwear (manufacturing and retail) and HR Services are bullish and crowded.
Dec 1, 2025
Estimates are crowded to the upside for Refiners, Recreational Products, Apparel & Footwear Retail and Major Telecom.
Short Candidates
+1
Nov 25, 2025
1 min read
UFP Industrial, Cogent Communications, Cabot Corp, Molson Coors
The strongest short activity was seen in Semis, Internet Software and Telecom Equipment.
Nov 21, 2025
Refiners, Recreational Products & several other groups show dangerously crowded sell-side raises
Nov 19, 2025
SkyWater Tech, Gen Digital, MAXIMUS, Inc. John Wiley & Sons
Nov 18, 2025
The strongest new short activity seen in Semis, Data Processing and Internet Software.
Our tracked risked factors are down for the second week. A risk-off week has taken risk appetites down to neutral now.
Oct 29, 2025
Bullish estimates are crowded for Precious Metals, Recreational Products, Apparel & Footwear, Peripherals and Refiners
Oct 28, 2025
Netstreit, Cimpress, Establishment Labs, Concentrix, Intl Paper, G-III all at risk of squeezing.
Risk Factors
Oct 24, 2025
3 min read
Risk appetites very high: Low Cap, Low Price, Aggressive Industries, High Momentum, High Days to Cover stocks all very strong.
Oct 13, 2025
4 min read
Brinker Intl, Comfort Systems USA, CSG Systems Intl, Q2 Holdings
Oct 10, 2025
They are piling into Packaged Software, Semis, & Internet Software.
