Anshul Puri @AnshulPuri0
@AlankritCapital | #TSSS w/ @jcutlersburner Past @MartianPLeague @pineapple_dao alankritcapital.com Illinois Indiana Joined August 2019-
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Spin off Prediction was close ... But based on current prices $GE is now trading at around 20x 2025 FCF levels.
Spin off Prediction was close ... But based on current prices $GE is now trading at around 20x 2025 FCF levels. https://t.co/JCeW8yvRRf
General Electric - A Trojan Horse? A closer look at $GE Aerospace is now out Link to read: linktr.ee/anshulpuri
Really cool to get this in today … First 25 years of Fairfax “Slams short sellers in the US” seemingly holds true today . $ffh.to $rfhf
It went by so fast. Thanks for having me on @baystreetamber $ffh.to bnnbloomberg.ca/video/it-s-com…
Not sure how readable this is … But doesn’t the Athens IPO signify how undervalued Fairfax India $FIH.U $FFXDF is with their stake in BIAL? More traffic + higher growth
Not sure how readable this is … But doesn’t the Athens IPO signify how undervalued Fairfax India $FIH.U $FFXDF is with their stake in BIAL? More traffic + higher growth https://t.co/KAYPLnzy9W
For those interested in Fairfax $FFH $FRFHF Jamie Lowry and Ian Kelly who run the European investment book of the company spoke recently . open.spotify.com/episode/1fld6l…
“ Since you are all quite familiar with Constellation and TSS you know how we - M&A game works we will sort of say Copycat of the TSS and CSI in that respect in that region so we will have a very similar approach” - Maciej Różycki 👀
"2024 Outlook | Macro | Holdings | Thoughts |" . Read via link in bio Shared a few macro thoughts, and listed the portfolio leading into 2024. Also touched on two possibly compelling ideas for the future. Notes on CSU Family + AMT attached $CSU $FFH $ATD $BN $SGN.WA $FG
Excited to give this a read ! @a_hoots
I have written a brief overview of $FG . I believe this is an excellent company that has not been covered enough. Link to the article can be found in my bio.
More Beautiful Twitter Community with these ones too. @PacerFansCards on the Jude @jmoersdorf on Vini /50 @AnshulPuri0 on the Iniesta (so beautiful 🥹)
One of the greatest investors, teachers and wits. Profoundly sad day. What a life lived to its fullest. Charlie Munger. RIP
absolute fire Q3 for $ffh.to 95 CR debt ratio continues to fall (debt was recently upgraded) eps of $42.26 vs est of $23.47 still at a 4% discount to stated bv either this goes to peer valuations or prem turns on the buyback once insurance pricing turns fairfax.ca/press-releases…
JayCutlersBurner @jcutlersburner
5K Followers 459 Following Official Burner of Jay Cutler | Fake Footballer | CoFounder of the TuesdaySoccerStackSale #TSSS | eBay Partner | Shop: https://t.co/WxPJetTiGZDanShan @Spotonparts
7K Followers 410 Following Creator of Bettorsight sports analytics, Zlead Web3 racing tools, recreator of SN PRO web3 gaming tools and @DNARacing2023Wagmi Racing @RugmiRacing
3K Followers 740 Following @photofinishgame Digital Stable | Wagmi Racing | Discord: Rugmi Racing#9389Jake | Iceberg Racing @icebergRacing
2K Followers 1K Following ZED Run digital stable Rendezvous Peak - Grandeur - Enormo - Slander Unlimited - Something Special - The Very Best There Is - Twisted Urgency - Final WaveIntense Stables @IntenseStables
2K Followers 586 Following Legacy @zed_run stable finally breeding up again in @photofinishgame. For love of the horsies. 👑🧬🐎Cadet Racing @cadetracing
1K Followers 774 Following I'm here for horse stuff. Digital, Physical, Theoretical... give me all of it.Smiley / IAmSmiley.et.. @SmileyJoeLear
1K Followers 1K Following Networker, Collaborator, Fixer, Entrepreneur and Friend, AKA @mannex2theman on IG and proud owner of Smiley Stables @Zed_runECS | East Coast Stab.. @EcsZed
9K Followers 3K Following East Coast Stables : Discord : EastCoastStables ~ Formerly @Zed_Run Now @PhotoFinishGame ~ @BoredApeYC Ex-Ape 956 Owner ~ EcsZed.eth ~ GF Tourny Champ ~𝕁𝕒𝕪 𝔹𝕠.. @JayBobSons
7K Followers 5K Following Footy Cards @ManCity 🗣, Star Wars, Pokémon, GPK & More! Please visit our YouTube channel and subscribe for more content, link below!Enrie de Boozer | Gra.. @derekvincennes
1K Followers 1K Following Ordinary HK citizen, entrepreneur, startup, ex-equity trader. Zed Stable Owner: Grand Cru Stud. Breeding smart top tier Nakamotos and other NFT horsesqueenbeanracing @queenbeanracing
786 Followers 493 Following Queen Bean Racing#6643 on discord. Home of Investing in Entropy in Zed. Starting at the bottom in Photofinish.Catch Me Ridin' Derby.. @CMRidinDerby
4K Followers 3K Following Web3 Gamer, Attorney, ACM Guild founder, Retired esports player, Web3 consultant Zed Run, DNA Racing, Voxies, Darktimes, Parallel, Wildforest, AxieDK Racing @donkeykongdad0
1K Followers 1K Following DNA Racing Vault: DK Racing | https://t.co/GaYsyhufWi stables: DK Racing (.eth) and VOLT Racing | Dad of humans, owner of glueDonkey Teeth | Arbitr.. @ZedDiamondHands
2K Followers 624 Following Head of Breeding @ArbitrageRacin | Host of the @ArbitrageRun Show | Ready Set Boom➖Third Head➖Kaus➖Y2k2k➖Festus➖Supreme Polarity➖Knottorious➖Evergreen GatesPK | Alhambren Cybers.. @alhambren
1K Followers 516 Following Sport + Web3. The Cartel 💀🩸 @Zed_Run / Alhambren Bloodsports🐉🩸 @TheRedVillage / Shareholder in Crawley Town FC & Texas Ranchers MLP / ECON101 @DNARacing2023Chateaux 🍌 @ZedChateaux
9K Followers 4K Following Here for the good vibes. 🍌 @BoredApeYC 8122 ⚽️ @MaretowAlbionFC ⚔️🪞 @10KTFshop 🕹 @OthersideMetaJurek Tomaszewski, DN.. @Jurek_Tom
3K Followers 763 Following Tu głównie prywatne opinie o inwestowaniu. Analizy międzynarodowych, jakościowych biznesów. Quality Investing | CAI, DNA Rynków. Nie rekomendujeAilah Bredehoft @AilahBrede71123
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0 Followers 235 Following We have the world’s leading investment and financial management mentors Offers free stock analysis. Return 10-30% ws:https://t.co/LSd3gNfXcFRaina Amoros @AmorosRain
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152 Followers 660 FollowingRachael Whitsett @RachaelWhi37078
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223K Followers 10K Following CEO of Dynamic Future Enterprises, leading innovation in technology.JayCutlersBurner @jcutlersburner
5K Followers 459 Following Official Burner of Jay Cutler | Fake Footballer | CoFounder of the TuesdaySoccerStackSale #TSSS | eBay Partner | Shop: https://t.co/WxPJetTiGZDanShan @Spotonparts
7K Followers 410 Following Creator of Bettorsight sports analytics, Zlead Web3 racing tools, recreator of SN PRO web3 gaming tools and @DNARacing2023Jake | Iceberg Racing @icebergRacing
2K Followers 1K Following ZED Run digital stable Rendezvous Peak - Grandeur - Enormo - Slander Unlimited - Something Special - The Very Best There Is - Twisted Urgency - Final WaveECS | East Coast Stab.. @EcsZed
9K Followers 3K Following East Coast Stables : Discord : EastCoastStables ~ Formerly @Zed_Run Now @PhotoFinishGame ~ @BoredApeYC Ex-Ape 956 Owner ~ EcsZed.eth ~ GF Tourny Champ ~𝕁𝕒𝕪 𝔹𝕠.. @JayBobSons
7K Followers 5K Following Footy Cards @ManCity 🗣, Star Wars, Pokémon, GPK & More! Please visit our YouTube channel and subscribe for more content, link below!Enrie de Boozer | Gra.. @derekvincennes
1K Followers 1K Following Ordinary HK citizen, entrepreneur, startup, ex-equity trader. Zed Stable Owner: Grand Cru Stud. Breeding smart top tier Nakamotos and other NFT horsesRyan Trost @ryantrost
3K Followers 19 Following Head of Monetization @ Virtually Human Studio, creators of https://t.co/DwpLe7kkX0.Catch Me Ridin' Derby.. @CMRidinDerby
4K Followers 3K Following Web3 Gamer, Attorney, ACM Guild founder, Retired esports player, Web3 consultant Zed Run, DNA Racing, Voxies, Darktimes, Parallel, Wildforest, AxieDonkey Teeth | Arbitr.. @ZedDiamondHands
2K Followers 624 Following Head of Breeding @ArbitrageRacin | Host of the @ArbitrageRun Show | Ready Set Boom➖Third Head➖Kaus➖Y2k2k➖Festus➖Supreme Polarity➖Knottorious➖Evergreen Gateszedsalesbot @zedsalesbot
2K Followers 1 Following A @zed_run sales bot to keep you up to date on the latest market activity. Brought to you by @knowyourhorsesPK | Alhambren Cybers.. @alhambren
1K Followers 516 Following Sport + Web3. The Cartel 💀🩸 @Zed_Run / Alhambren Bloodsports🐉🩸 @TheRedVillage / Shareholder in Crawley Town FC & Texas Ranchers MLP / ECON101 @DNARacing2023Chateaux 🍌 @ZedChateaux
9K Followers 4K Following Here for the good vibes. 🍌 @BoredApeYC 8122 ⚽️ @MaretowAlbionFC ⚔️🪞 @10KTFshop 🕹 @OthersideMeta🍀 LuckyJack 🍀 @LuckyJackamoto
3K Followers 3K Following https://t.co/9JOKbrgA1m Discord Me: 🍀 LuckyJack 🍀#0111Chris Maher @MaherGopherup
3K Followers 2K Following golf/soccer travel. CUTL chipholder board development director. CEO LangGang. Si Woo Truther. Asian man living in Whiteys body Naranja Mechanica SE Asian CUTLARF @USAhunterCTH
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4K Followers 1K Following Zed’s Arbitrage Racing ➖19% Winner➖ 30,000+Wins➖Ready Set Boom➖Third Head➖Supreme Polarity➖PoP➖Y2K2K➖Evergreen➖Creation of Mortals➖Diamondz➖13 Z1s➖https://t.co/dZz5ylLJTwJurek Tomaszewski, DN.. @Jurek_Tom
3K Followers 763 Following Tu głównie prywatne opinie o inwestowaniu. Analizy międzynarodowych, jakościowych biznesów. Quality Investing | CAI, DNA Rynków. Nie rekomendujePiotr Cymcyk - Meryto.. @DnaRynkow
21K Followers 88 Following Bez paniki, strachu i emocji piszę merytorycznie o giełdach, gospodarkach i ekonomii 👀 Współpraca: https://t.co/aDvCUFUHdiGeorge Hadjia @GHadjia
8K Followers 1K Following Founder - Bristlemoon Capital Writing about companies to help you understand them Subscribe https://t.co/qMdR4HXhka Views not investment adviceSignatures For Soldie.. @Sigs4Soldiers
7K Followers 5K Following Signatures For Soldiers is a registered 501(c)3 aimed at helping fund programs for homeless & disabled military veteransBobby Boucher @waterboycap
206 Followers 555 FollowingAnduril Industries @anduriltech
48K Followers 264 Following Anduril is shaping the future of defense, transforming U.S. & allied military capabilities with advanced technology.Rohit Mittal @rohitdotmittal
11K Followers 1K Following Built and sold a fintech startup for 8 figures. Immigrant. Co-founder/CEO @stilt_inc (acq by JGW). YC W16. Raised $350M in debt. Fintech and debt finance guy.Blakecards @blakecards
433 Followers 427 Following Part-time Collector Recovering Wax Junky Go Bless 🇺🇸 and our Second Amendment rights 🏈 🏀 ⚽️ ⚾️ JESUSOffline Oracles @OfflineOracles
10K Followers 3 Following Artifacts on @Base by @OfflineProtocol. Unbreaking the internet on 04.25. Mint an Artifact: https://t.co/gKJc71T1osMastersInvest.com @mastersinvest
23K Followers 1K Following PM - Adjunct Prof - 'ancora imparo' - NOT Advice - Fight Dogma. Study Buffett, Li Lu, Munger, Singer, Klarman, Sleep, Akre et al here: https://t.co/zrxj4AE5Q4Shai Davidai @ShaiDavidai
85K Followers 1K Following Jewish Israeli. Father. Partner. Zionist. Assistant Professor @Columbia_BizArjun Nimmala @arjun_baseball_
2K Followers 69 FollowingPsalmLeverage @BitMoreLeverage
311 Followers 312 Following I like stuff priced like it's broken. Some of it probably is. LO Analyst.Jay Vas @jayvas
27K Followers 502 Following Investor @ Atlasview Equity Partners. Here to learn & share my learnings. Show me what's in your portfolio (DMs open).Banana Capital @banana_capital_
1K Followers 247 Following Value investing. Rock turner. I don't give investment advice, I am only sharing my opinion.Karst @KarstResearch
125 Followers 22 Following Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think.Barstool IU @IUBarstool
64K Followers 2K Following Direct Affiliate of @barstoolsports. Not affiliated with @IUBloomington || IG: @ barstoolindianaVolaris Group @volarisgroup
1K Followers 301 Following Volaris acquires, strengthens and grows software companies, enabling them to be clear leaders within their market.Wild West Capital @BuffaloBillCo
4K Followers 894 Following In the long run - we’re all dead. Do you see the cat?peripheralthings @greentardscycle
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13K Followers 458 Following Fueling Digital Assets, Enhancing Physical Collectibles | Backed by @techstars | Building on @Blast_L2 | Discord https://t.co/WUaew0T8nMFinChat @finchat_io
14K Followers 3 Following The complete investment research platform for global equities, powered by AI.Art Capital @crazyjoedavola_
5K Followers 1K Following Struggling L/S Equity Analyst. Living sequentially.Conch Shell Capital @TMTMoats
4K Followers 129 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 15+ years. All Views/Opinions are not Investment Advice.Trey Yingst @TreyYingst
442K Followers 3K Following Foreign Correspondent: @FoxNews #FreeEvanGershkovichEthan Tucker @TheGarpInvestor
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351 Followers 4K FollowingOSINTdefender @sentdefender
1.1M Followers 793 Following Open Source Intelligence Monitor focused on Europe and Conflicts across the World. RT ≠ Endorsement. Want to Support my Work? https://t.co/PcUbewvWPrBrent Muio @brentmuio
1K Followers 517 Following Aerospace Engineer | Pension Fund Allocator | PE, RE, PC, Infra | Ex Aerospace MRO, Ex Electrical Generation Hydro, Wind, Gas, CoalProtos Capital @protoscap
140 Followers 25 FollowingDan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.Travis Stephens @travsteph
650 Followers 895 Following CSO @invest10East. 📖: @HarvardHBS @Middlebury. Views my own.SmallCap Discoveries @smallcapdisc
13K Followers 192 Following SCD Channel https://t.co/1HgxZh0LC0… Don't forget to subscribe to our free newsletter here - https://t.co/9KFpUyK5s2binji 🔴 @binji_x
15K Followers 3K Following building lore @optimism | ex @coinbase | onchain is the next online | views are my own | main views on ai, farcaster, op & tech is in the link belowKaisar Network @KaisarNetwork
12K Followers 4 Following The L1 powering Apps through DePin, $KAI and you.🔋 Let’s make supercomputing accessible and affordable.Pepecoin @pepecoins
50K Followers 2K Following $PEPECOIN Est. 2016, is building the first decentralized social wrapper for DeFi. Creating Open Source tooling for DeFi's very own decentralized town square.Le Shrub🌳🔥🇺�.. @agnostoxxx
103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit languageFalcon @Falcon10X
2K Followers 459 FollowingRenny @rennyzucker
6K Followers 1K Following 26. A little long here, some short there. Head of trading, fintwit sarcasm desk.Fabricated Knowledge @_fabknowledge_
16K Followers 464 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more VJacob Rowe @Jaro_rogue
657 Followers 40 Following Small/Mid Cap, Value Fund Manager. Not advice, do not rely, past performance is not indicative, my positioning may change without notice. @roguefundsRogue Funds @RogueFunds
263 Followers 1 Following Small hedge fund focused on small and mid-cap undervalued companies. Managed by @jaro_rogue#ManCity are set to offer Joe Hart a return to the Etihad Stadium in a non-footballing capacity or ambassadorial role, with the 37-year-old against a coaching role. [via @Record_Sport]
"Ej, Piotr, a jaka spółka z GPW jest kompletnie niezrozumiała przez analityków polskich domów maklerskich?" Otóż jest to Sygnity. Tak, posiadam akcje i zamierzam posiadać więcej, a trochę o tym przypadku opowiadałem tutaj: dnarynkow.pl/swietne-spolki…
And now, a message from @CALEBcsw:
PHIIIIIIILLLLLLLL!!! 🔵 0-2 🩵 #ManCity
Asked and answered $WRB
New Post: Does Bill Berkley Have a Crystal Ball? "...I’m here to answer one question, is WRB an astute buyer of its own shares? This is potentially an important question. Every so often, including in the first two quarters of 2023, Berkley buys back a lot of stock..." $WRB
Impossible to overstate the importance of this win. Please spread the word. Anduril is proving that with the right team and business model, a seven-year-old company can go toe-to-toe with players that have been around for 70+. The real winner? The United States of America.
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
$AXON Axon has quietly become a subscription company and it's signing 10-year contracts! Amazing business model.
Congrats to @PalmerLuckey & the @anduriltech team for selection as one of two vendors to develop the Air Force’s CCA program. Their commitment to fielding new technology at speed is a strategy we need more of as we advance next generation assets.
100 Case Bowman PYP is open for claims if you have a spot in the 10 caser! blowoutforums.com/showthread.php… Thanks!!
My portfolio currently consists primarily of 2 stocks, and a third that’s a tiny lotto allocation. Radical departure from how I’ve done things in the past.
Cipher $CPH.TO vs. Moberg $MOB.ST Cipher: Cash-generative high ROIC business, solid management, low valuation on core business + upside on Terclara. An incoming acquisition should help the thesis; management is savvy. Even if they don’t find a homerun acquisition and Terclara is…
A good question from a young investor: when you’re very, very early on how do you figure out how to filter before you really know anything? My answer is pretty much, find a few trusted sources and build outward from there. (The becomeaninvestor.org site aims to collect some…
Here is a blog post I've been ruminating on for a while. It's a set of reflections of what I've observed and learned over the years on the topic of learning in investing, particularly early on, and how important it is to approach it thoughtfully. Written for those very early on…
Unreal @Topps recently created a card with this image and I now own the 1/1. Beyond Happy and grateful to add this to my Milan collection ❤️🖤
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…