Short Selling Skeptic Cashing In On Solar Company Collapses

Watts Up With That?

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Guest essay by Eric Worrall

Gordon Johnson of Axiom Capital Management Inc. is the short selling 3rd Avenue Financial Analyst Solar Energy companies are learning to hate. His business is making money from the the failure of unsustainable renewable business models.

Guest essay by Eric Worrall

The Most-Hated Bear in Solar Isn’t Backing Down

by Brian Eckhouse
16 February 2017, 20:00 GMT+10 17 February 2017, 15:01 GMT+10

When Elon Musk’s SolarCity hosted stock analysts about a year ago to gush about its prospects in the solar industry, Gordon Johnson was nowhere to be found.

It seems that Johnson, a 36-year-old analyst at boutique advisory shop Axiom Capital Management Inc., wasn’t invited. This may not have been an oversight; it happens to him a lot.

“Everybody hates me,” says the New York-based analyst in jest, acknowledging his reputation as solar’s notorious bear, a soundbite-ready contrarian among a group of analysts…

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