Actionable Ideas 

  • Off Wall Street, based in Cambridge, MA, is the leading U.S. provider of independent fundamental equity research focused on short sales.
  • About 80% of Off Wall Street recommendations are "sell/sell short" ideas, and about 20% are "buy."
  • Off Wall Street recommendations have made money about 80% of the time since 1993.
  • Off Wall Street's portfolio of short ideas has out performed an S&P 500 index short in every year since 1995.
Our Ideas

Off Wall Street is the premier provider of sell and sell short recommendations for professional portfolio managers since 1990.

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New York Times

11.09.11

Diamond’s problems surfaced in late September when Mark Roberts, an analyst with the Off Wall Street Consulting Group, a firm that specializes in providing short-sale research, raised issues with Diamond Foods’ accounting.

Barron's

02.08.14

An Insurer's Feat: Turning Losses Into Gains “Last April, the shorts arrived. Late that month, AmTrust was the subject of a critical report by Off Wall Street Consulting Group, a Cambridge, Mass.-based outfit that since 1990 has provided its subscribers with hundreds of bearish and usually correct stock analyses. The report said that AmTrust's unusually big profit margins owed more to the insurer's accounting than to savvy or efficiency. AmTrust stock was properly worth just $17, said Off Wall Street.”

Bethany McLean's "The Smartest Guys in the Room"

On May 6th, Enron's "mindnumbingly complex" financial disclosures became one of the subjects of a skeptical report written by Mark Roberts, a well-respected short seller and researcher who runs a firm called Off Wall Street Consulting... One of Roberts's most devastating revelations had to do with Enron's cash flow. [pp.330-331]

Barron's

12.22.12

Mystery: Who’s Buying All Those RVs? “"There's this puzzling gap between strong wholesale shipments and tepid retail sales," says Roberts. At RV industry trade shows this fall, Off Wall Street researchers heard about manufacturers offering handsome discounts to dealers who increased their orders. Thor's October-quarter revenue jumped 30%, but pricing was unimpressively flat. "Unless things are picking up amazingly," surmises Roberts, "they are stealing from next year's orders.".

Barron's

07.13.13

"Investors are misled by this accounting," says Mark Roberts, an investment analyst whose Off Wall Street Consulting Group estimates that MercadoLibre's earnings last year would have been nearly 20% lower if the company had translated its results at market, rather than official, forex rates. Roberts believes that currency problems eventually will push MercadoLibre's shares as low as $50. "It just isn't the business that people think it is," he warns."

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Additional Information

Founded in 1990, Off Wall Street is the leading U.S. independent research provider of sell/sell short recommendations for professional money managers.  Off Wall Street has a track record that is unmatched among its peers. 

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