Gotham City Research Short Reports
US Founded 2013 Website @GothamResearch
Overview of the latest short reports by Gotham City Research.
Total reports
4
Win rate
Calculating…
Mean P&L (equal-weighted)
+4.1%
Median P&L
Calculating…
Short report impact
Percentage change from publication for the rest of the session.
Includes only reports with intraday data and precise publication timestamps (mostly US‑listed stocks).
Reports
P&L is negative of stock return since T-1 close before publication.
| Date | Company | Ticker | Title | Intraday low | Stock Return | Thesis P&L |
|---|---|---|---|---|---|---|
| 2025-11-19 | Iron Mountain inc. | IRM | The Dark Side of Iron Mountain: from a Melting Ice Cube, to a House on Fire | -7.8% | -5.6% | +5.6% |
| 2025-07-24 | Texas Pacific Land Corp | TPL | The Truth about TPL, Horizon, and the Asset/Liability Mismatch | -2.5% | -0.7% | +0.7% |
| 2025-07-24 | Landbridge Holdings | LB | Landbridge Holdings ("LB"): A Related Party Dance, with a Circular Shuffle | -8.0% | +12.9% | -12.9% |
| 2025-03-27 | Kyndryl | KD | Kyndryl – Like the old IBM*, except with an Undisclosed Cost Problem: Part I | -17.2% | -23.1% | +23.1% |
Iron Mountain inc.IRM
Nov 19, 2025
The Dark Side of Iron Mountain: from a Melting Ice Cube, to a House on Fire
Return -5.6%
Max drop -7.8%
P&L +5.6%
Texas Pacific Land CorpTPL
Jul 24, 2025
The Truth about TPL, Horizon, and the Asset/Liability Mismatch
Return -0.7%
Max drop -2.5%
P&L +0.7%
Landbridge HoldingsLB
Jul 24, 2025
Landbridge Holdings ("LB"): A Related Party Dance, with a Circular Shuffle
Return +12.9%
Max drop -8.0%
P&L -12.9%
KyndrylKD
Mar 27, 2025
Kyndryl – Like the old IBM*, except with an Undisclosed Cost Problem: Part I
Return -23.1%
Max drop -17.2%
P&L +23.1%
Benchmark is the T-1 adjusted close in the security's local currency.