Daniel Yu and Cyrus de Weck pitched a short idea at the 2025 Sohn London conference. Daniel Yu is in my opinion one of the best short sellers alive having exposed numerous large frauds. Yu recently launched a fund with Cyrus de Weck called General Industrial Partners. Gotham City Partners is a firm known for forensic research and a focus on uncovering structural and financial risks often overlooked by the market.
Their shorting process focuses on businesses with deteriorating fundamentals, heightened leverage, and regulatory vulnerabilities. The speakers, who confirmed they hold an active short position in a stock, expressed the view that the large US information management company’s shares are "uninvestible," suggesting investors are being misled regarding the quality of the business and its key financial metrics.
Also see:
- Gotham Research Founder Fears For Safety After Article Published
- 2025 Sohn San Francisco Conference
- 2024 Sohn London Investment Conference
2025 Sohn London Conference: Gotham City Research/General Industrial Partners’ Daniel Yu and Cyrus de Weck
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