An interesting list to use as a starting point. I have written (and was short) some of the names from this list as well since early 2014...
The Whitebox Never Never Index:Advisory Board Co.Athenahealth Inc.Infoblox Inc.Concur Technologies Inc.Cepheid Inc.Salesforce.com Inc.Equinix Inc.Facebook Inc.Kate Spade & Co.LinkedIn Corp.Marketo Inc.NetSuite Inc.OpenTable Inc.OPKO Health Inc.Palo Alto Networks Inc.Shutterfly Inc.Under Armour Inc.Workday Inc.
The story behind the list:
The $3.8 billion investment firm founded by Andy Redleaf said in a May letter to investors that it's shorting 18 stocks, including Facebook Inc. (NASDAQ:FB), LinkedIn Corp. (LNKD), Athenahealth Inc. (NASDAQ:ATHN) and Under Armour Inc. (NYSE:UA), that it believes will never make profitability their top priority or return cash to shareholders.
The firm, based in Minneapolis, christened "Never, Never" as an homage to legendary value investor Benjamin Graham that reverses his concept of "Net, Nets." Graham's nickname referred to companies that are good buys because their assets minus liabilities and accounts such as overvalued inventory are valued higher than their stocks' market capitalizations.