SignalTrades captures public trade calls from finance podcasts, YouTube, newsletters, and similar sources, then tracks the outcome so source records can be compared with receipts instead of vibes.
Total return in the call's direction across recent tracked long and short calls.
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The Bear Cave thinks Millrose Properties is worth betting against because its business is tightly tied to Dream Finders Homes, which just took on heavy debt to buy Beazer Homes, and if Dream Finders buckles under that debt load, Millrose could be stuck with land it can't sell — with the situation made worse by the fact that the same investment firm, Kennedy Lewis, has financial interests on both sides of the deal.
Hunterbrook Capital is betting against Lennar's stock, expecting the homebuilder to struggle as higher mortgage rates cool demand and weigh on the broader housing market.
Dream Finders Homes looks like a short because it just took on a massive debt load by acquiring Beazer, is burning cash with loans coming due soon, and its controlling shareholder has borrowed against his own stock in a way that could force him to sell shares and simultaneously trigger a clause that demands the company hand over a large cash payment.