SHLD debt report from Wed 18 November at 12.40pm http://www.businesswire.com/news/home/20151118006386/en/Fitch-Affirms-Sears-Holdings-CC .
Article on the 13F for Lampert's ESL Investments http://www.insidermonkey.com/blog/b...-sears-and-his-top-stock-picks-for-q4-384759/ The article says that "ESL Investments decreased its holding in the retailer by 3.09 million shares during the three-month period." Shares Owned by ESL Investments (as of September 30): 22.35 Million Link to ESL Investments information at Insider Monkey http://www.insidermonkey.com/hedge-fund/esl-investments/14/ .
SHLD stock started its 2 to 3 day decline on the afternoon of Wed 18 Nov, less than 60 minutes after the above the publication of the above report by Fitch. Also important to note that the 13F for RBS Partners (related to ESL Investments) http://www.sec.gov/Archives/edgar/data/860585/000095012315012199/0000950123-15-012199-index.htm was submitted to the SEC on Mon 16 Nov at 4.15pm. SHLD stock did decline on Tue 17 Nov, however, it did so on low volume, and after reaching an intraday high of $23.66. So the 13F position change does not seem to be a catalyst, whereas the timing of the Fitch report correlates with the start of the high-volume decline in SHLD stock. .
Solarcity report (bearish) http://www.zerohedge.com/news/2016-05-04/jim-chanos-short-solarcity-next-sunedison-full-bear-case .
Tesla report (bearish) from devonshireresearch http://www.zerohedge.com/news/2016-...ron-ponzi-scheme-scathing-new-research-report http://devonshireresearch.com/resea... Motors - TSLA - Public Release - Part II.pdf .