Cale Smith @CaleInTheKeys
ROIC maximalist. Girl Dad. Veteran. Spoke Fund guy. In the Florida Keys. linktr.ee/calesmith Islamorada, FL Joined December 2008-
Tweets2K
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"Where will the natural gas supply come from?" Latest $AR deck...
Gold stars AND red cartoon clouds $AR
$FANG TTM ROIC = 16.4%
Hot take: WTI, Beta re-start, new revolver and capital returns will create more net per share value than G&A will detract $AMPY
Why would they grow now when they still fear peak demand and the risk of stranding assets?
"Warren Buffett Has Been Betting Big on Oil. It’s Time to Find Out Why." wsj.com/articles/warre…
why #Buffet likes #Oil. “you will be producing more #Oil 5 yrs from now or about the same and if you spent trillions $ now you’d still be needing it. you can’t change the world that fast” says Buffet to @JoeSquawk ask on potential $20T spend on #EnergyTransition. #OOTY
The Warren Buffet test to determine whether you live a blessed life: thefp.com/p/from-slavery…
62% FCF yield next year at $100 oil
62% FCF yield next year at $100 oil
I’ll take awesome for $2000, @harveymudd
The future of commodity trading mck.co/3wNhS6U
GM from @cheecalodge Islamorada in the Florida Keys!
From @JLeeEnergy in BBG bloomberg.com/opinion/articl…
From BBG on U.S. oil production:
Welcome to our little slice of paradise ✨ . #floridakeys #islamorada #catamaran #snorkle #scuba #sealovers #visitflorida #vacations
"E&P Costs Incompatible with Natural Gas Demand Growth" btuanalytics.com/shale-producti…
Gonna make my confirmation bias flare up again ft.com/content/3003ca…
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Tsachy Mishal @CapitalObserver
14K Followers 827 Following PM at TAM Capital Mgmt. Tweets are not recommendations & are for educational purposes only. I may buy or sell securities I tweet about for myself or clients
Andrew Walker @AndrewRangeley
33K Followers 791 Following Head of Research and Portfolio Manager at Rangeley Capital. Part time podcast host / blogger; Full time Cookie Monster.
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Greg Speicher @Greg_Speicher
7K Followers 1K Following Private Investor | Inc. 500. Winner | Wharton | Business and investing. Focused on beating the S&P 500. Not investment advice.
ShadowStock @ExpectedValues
11K Followers 2K Following There are No Bad Assets, just Bad Prices: Exploiting Market Anomalies with Neglected Data
Alexander Stahel 🇺.. @BurggrabenH
85K Followers 4K Following Let’s make Europe safe again. Commodities
Adam Block @AdamB1438
7K Followers 5K Following Mostly stocks, a little real estate, and now some litigation finance. Deputy CIO, C. Montgomery Burns Family Office
Evan Tindell @evantindell
9K Followers 1K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
Suexou @SuexoueGzJ
0 Followers 67 Following
Tharnir @Tharnir0GHI_s
0 Followers 15 Following
Eckler by Design ✦ @daniel_eckler
43K Followers 2K Following ✏️ Tech x Design x Marketing 🧠 @meta @spotify @nike 👽 @spacecadet
Stefani @debose_stefani
373 Followers 3K Following
Emilie Brown @EmilieBrow33080
14 Followers 701 Following
jr55i61b1pyg9bh9 @b1p54179w3y
27 Followers 1K Following Awesome, you can earn 500-5000 usdt every day here, join now telegram:https://t.co/zn4dEFxrap
Free @Shechen150643
65 Followers 2K Following 아주 아름다운 나라예요. 당신 나라의 남자들은 매우 신사적입니다. 당신과 친구하고 싶어요 https://t.co/irZzZ5PiS0 LiYY1225543
Andrew Hohenberger @permhoh
77 Followers 156 Following Born and raised in Texas. Oil and Gas industry. Tolerance for risk - love opportunities. Co-owner of Permico Royalties and CJM Resources. Aggie.
Constance @caron35constanc
205 Followers 3K Following
Dengqihong0627 @dengqihong6327
252 Followers 2K Following DCLKO Small Wallet for Women RFID Blocking Genuine Leather Wallets Mini Bifold Purse (Red)
All Things LNG @AllthingsLNG
3K Followers 360 Following LNG: https://t.co/FL8cjEwa1f Interface Management: https://t.co/KVyoLkmpNA
San ⭕️ @SanNL18
35 Followers 428 Following Long term FA plays: $QNT & $SHDW SOLAS SNEON SRNDR SAZERO $WTK and a bunch of micro caps for max R/R this cycle
matthew good @matthewjgood_
1K Followers 3K Following building: https://t.co/irodx3LiL2 • prev: gtm @beam_eco, words @slopeagency
Christian Schmidt @finance_schmi
216 Followers 3K Following 33 - Full-time investor - Deep Value and Special Situations
Rowena @Steasoo174295
375 Followers 5K Following See the world on the road, and get to know yourself on the way!
sunny @roumier_winery
706 Followers 3K Following From France🇫🇷~Now living in USA🇺🇸, wine industry🍷 swim🏊🏻♀️dive🤿bicycle; cycling🚵🏻♀️fa'g golf⛳️ fish🎣 ski⛷️parachute🪂meditate🧘🏼♀️yoga
Dustin K Young, CFP® @_DustinYoung
51 Followers 264 Following Passionate about wealth planning and investments
D J Thomas @djthomas
9K Followers 2K Following Investing in the tech ecosystem one start-up, stock, and token at a time
David Moor @MoorDavid
64 Followers 352 Following
Make money easily @qzd680U8p0BaQo5
14 Followers 577 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Dr. Sarathi Roy @sarathiroy
282 Followers 620 Following Senior Managing Director and Head of Global Petroleum, Freepoint Commodities. Blessed with a beautiful family. Into cricket + horology + cars + men’s fashion.
Dr. Joseph Ford Cotto @JosephFordCotto
54K Followers 48K Following Host, 'News Sight,' with a sharp focus on events that impact your life | Author, 'What Happened to America?: How—and Why—the American Dream Became a Nightmare'
anonymous poindexter @anonpoin
44 Followers 135 Following
Winston Yao @YaoWinston
137 Followers 444 Following
Jordan McNamee @optimist_fund
664 Followers 2K Following Founder and CIO of Optimist Fund, a concentrated, global growth-oriented value investment partnership. Tweets are not investment advice.
Berna @___JohnGalt___
79 Followers 373 Following
H Medina @hmedina1
71 Followers 1K Following
Kai @Kai010100
5 Followers 177 Following
Dido dz @Didouforyou2023
320 Followers 1K Following
weirdest_trader @weirdest_trader
183 Followers 2K Following
mbdad @Kailoevad
72 Followers 1K Following
Aaron Chan @RecurveCapital
595 Followers 191 Following Managing Partner of Recurve Capital. No investment advice, views are my own.
Dan Ngolo @onmybloc254
100 Followers 186 Following
Laura @Laura__Anne_
343 Followers 604 Following Partner | Investment Markets | Cycling 🚴♀️🚴♀️ | Trading | 10+ yrs MS and Macquarie
Glunz Ocean Beach Hot.. @GlunzBeachHotel
2K Followers 4K Following Family owned resort with glorious sunrises to inspiring sunsets, lounge by the pool or relax on our soft sand walk in swimmable beach. Enjoy paradise
Shanghai Macro Strate.. @shanghai_macro
4K Followers 4K Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact: [email protected]
Gabriel 🇦🇹 @vodimtenigranku
6K Followers 3K Following För vi ska leva varje dag väcka liv i hela stan dunka plåten och känna vi är fria
Oguz O. | 𝕏 Capita.. @thexcapitalist
3K Followers 333 Following I simplify stock market and entrepreneurship.💰 | Follow me if you are passionate about financial freedom. | Ex-Lawyer & Portfolio Analyst | $SOFI investor
tk @tk24700
113 Followers 4K Following
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Tracy (𝒞𝒽𝒾 ) @chigrl
296K Followers 894 Following CEO/Founder and Chief Market Strategist at Hilltower Resource Advisors LLC. Boutique natural resources research firm. Geopolitics. Host @MicDropMarkets podcast
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Eric Nuttall @ericnuttall
92K Followers 397 Following Father of 3, husband, & energy investor. Proponent of the Canadian energy patch & occasional market commentator. https://t.co/WVA6oG8CCO
Mohnish Pabrai @MohnishPabrai
211K Followers 949 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.
Jeff Davies, the Ener.. @EnergyCredit1
37K Followers 4K Following EnerWrap. Click here to get daily energy data-driven insights delivered to you inbox for FREE! 👇
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Cameron Williams @smailliwnoremac
42 Followers 1K Following Working on the truth serum for energy data
Nicole Petallides @NPetallides
30K Followers 405 Following Anchor @SchwabNetwork (Past: FOXBusiness, Bloomberg, CNBC) @AmericanU NCAA Div. I Women’s Soccer https://t.co/Bu8N7zIjc1 Disc: https://t.co/W3w377M9QP
Redwood Materials @RedwoodMat
25K Followers 98 Following Building a circular supply chain to power a sustainable world.
Olga Tanas @olyatanas
6K Followers 896 Following Russian energy reporter for Bloomberg News. Views are my own, retweets aren't endorsements. I like books, horses, art, travel and food
FacileThings @FacileThings
7K Followers 45 Following The ultimate solution for true GTDers. Get things done. Easily.
danielle weisberg for.. @danielleweisber
32K Followers 969 Following award-nominated tv writer, nap slut, the best goddamn dancer in the American Ballet Academy | she/her | [email protected]
Bill James Online @billjamesonline
55K Followers 788 Following
Alex Edelman @AlexEdelman
39K Followers 2K Following Comedian. JUST FOR US on @HBO on April 6. 🎟️s for LA in link.
Visakan Veerasamy @visakanv
84K Followers 2K Following Focus on what you want to see more of. 💪🏾❤️🔥 buy my ebooks ▲ FRIENDLY AMBITIOUS NERD ▲ (https://t.co/ilqQnEHlZ1) and ꩜ INTROSPECT ꩜ (https://t.co/K7oSiNnI2C)
Perth Tolle @Perth_Tolle
9K Followers 3K Following Founder, Life + Liberty Indexes (Freedom 100 EM Index: FRDM). We sponsor the world's first freedom-weighted emerging markets ETF.
Phil Bak 🎩 @philbak1
26K Followers 4K Following ceo armada: quant reit investing. narratives drive flows. weekends are for memes. ✌️
Devin LaSarre @DevinLaSarre
5K Followers 1K Following Strategist, designer, investor. Robust brands, regulation, and busted narratives. Valuation matters. Writing on all things finance at https://t.co/mB0WHAywdX
Shane Frederick @ShaneFs5cents
2K Followers 1K Following I'm a professor at Yale SOM, where I profess about decision making, behavioral economics, and experimental design. Classical liberal.
Meketa Investment Gro.. @MeketaInvGrp
207 Followers 219 Following
Dotwork @DotworkHQ
2K Followers 255 Following Turning chaos into coherence by connecting the dots for better strategic decision making.
AnneK @NGLFundamentals
472 Followers 273 Following All molecules matter in a world with 8 billion roommates. Long time player in the energy and materials world.
Fabricated Knowledge @_fabknowledge_
16K Followers 465 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 V
Madeline Mauboussin @Madelinemaub
767 Followers 336 Following Master of Behavioral and Decision Sciences @PennMBDS
Barlow Adams @BarlowAdams
20K Followers 10K Following Pie poet. Award-winning whiner. Writing in Best Small Fictions, Best of the Net, Wigleaf Top 50. Rejected by Tiger Beat
Mike Allen @writew_orhythm
139 Followers 353 Following How to be human in a world of algorithms - https://t.co/9Zec2WVFBy
Sivori @sivori
4K Followers 3K Following Purveyor of half-baked ideas. Author of “Generations: Life Beyond the Individual”. Father of four.
AReviewOrTwo @AReviewOrTwo1
2K Followers 1K Following Personal thoughts only, not advice. Like investing, reading, frameworks, biz model, industry & competitive analysis. Here to share, learn, not criticize.
Giuseppe Paleologo (a.. @__paleologo
7K Followers 240 Following Stanford, IBM Res (Math), Citadel, Millennium, Hudson River Trading, future Balyasny. Trying to figure out things. Wrote a book, working on a new one.
Dr Talithia Williams @Dr_TalithiaW
3K Followers 17 Following Associate Professor of Mathematics @harveymudd; For speaking engagements. please contact: [email protected] #MyBodyData #STEM
MyBuyside @MyBuyside
975 Followers 19 Following The future of buyside engagement. Learn more @ https://t.co/hmxFBaaUa2
amos hochstein @amoshochstein
12K Followers 276 Following Husband, father of 4; WH senior advisor to POTUS Biden for Energy & Investment. Tweets are my own
Larry Howe @lhowex14
595 Followers 460 Following L. Howe https://t.co/hvwR2Jvodr #BipartisanClimate #EcoRight #nolongerfreetopollute #PriceOnPollution #FormerRepublican #NowIndependent HR5744-118th Congress
republicEn.org @republicEn
6K Followers 1K Following We're conservatives who care about climate change. Let's bring America together to lead the world to solutions. Join us!
Nugget Capital Partne.. @NuggetCapital
3K Followers 464 Following Energy nerd. Markets enthusiast. Research analyst specializing in resources w/ a focus on energy. Long-short specialist. Principal at Nugget Capital (NCP) #OOTT
Scott Reardon @Scott_Reardon_
2K Followers 30 Following Founder & Portfolio Manager at Dakota Funds. Author of THE DARK CONTINENT thriller series and THE DEATH OF A 10-YEAR-OLD BOY.
Overture Climate VC @Overture_VC
863 Followers 293 Following We invest in visionary founders working to transition the global economy to a sustainable, decarbonized future.
Lorcan Roche Kelly @LorcanRK
30K Followers 2K Following Agri-business editor at @farmersjournal Sign up for the world's most important newsletter: https://t.co/GjSw3AHeI9 (delivered every Thursday)
ImpossibleMetals @ImpossMetals
327 Followers 144 Following Impossible Metals (YC W22) is building underwater robotics vehicles which collect battery metals from the seabed without harming the environment.
Andrew Hohenberger @permhoh
77 Followers 156 Following Born and raised in Texas. Oil and Gas industry. Tolerance for risk - love opportunities. Co-owner of Permico Royalties and CJM Resources. Aggie.
Danny Wesson @Petr0Tiger
337 Followers 225 Following
Bob Elliott @BobEUnlimited
138K Followers 688 Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
jonny sun @jonnysun
516K Followers 3K Following tv writer (bojack horseman; mrs. davis) & nyt best selling author (goodbye, again; gmorning gnight; everyones a aliebn). (he/him)
Sloan Sports Conf. @SloanSportsConf
34K Followers 665 Following MIT Sloan Sports Analytics Conference, March 1st & 2nd, 2024 #SSAC24 #PowerOfSports
Jennifer Gnana @jcgnana
4K Followers 5K Following Saudi Arabia Correspondent @SPGCI. Interested in energy & the switch to a net-zero future. Tweets in EN/TA (தமிழ்). All views own. Oh and it’s /nyā-nuh/
Chris Sparling @_Sparling_
13K Followers 113 Following Co-Founder of Tiny @Dribbble @MetaLab @weworkremotely @WeCommerce_co @Meteorjs @Mealime
Andrew Wilkinson @awilkinson
269K Followers 4K Following Co-founder of Tiny w/ @_Sparling_. We own @Dribbble, @Letterboxd, @AeroPress, and other wonderful companies. Funding science and journalism at Tiny Foundation.
Buc-ee's Beaver @bucees
41K Followers 0 Following The official Twitter account of Buc-ee's...the Fun Store!
Hannah Ritchie @_HannahRitchie
85K Followers 1K Following Deputy Editor @OurWorldinData / Researcher at @UniofOxford / Honorary Fellow at @EdinburghUni @EdCentreCC / Not the End of the World: https://t.co/FoINhggvoR
Kingdom Capital @kingdomcapadv
8K Followers 724 Following Due diligence on small caps, opinions not investing advice. Do your own work.
Atul Goyal 🎮 🏌�.. @agoyal00
2K Followers 2K Following Stock-picker in TMT (h/w, s/w, i-net, EV, elec, IT-serv). Often with non-cons. ideas that seems controversial in the beginning. Often on TV/ print-Fin-media.
$TSLA +7%
$TSLA ❖ TESLA 1Q ADJ EPS 45C, EST. 52C ❖ TESLA 1Q REV. $21.30B, EST. $22.3B
An extraordinary collection of lessons that Danny Kahneman imparted. Worth reading and celebrating an extraordinary life: behavioralscientist.org/remembering-da…
Cormac News: Andrew Kevin Walker--who wrote the screenplay for Se7en and The Killer--has been tapped to finish Cormac McCarthy's script for John Hillcoat's upcoming adaptation of Blood Meridian.
Fine reminder that Cormac McCarthy wrote the most metal sentence about the sun and the moon in all American lit
The Pebble Flow is an entirely new take on what it means to travel, according to @rillotv. During his trip to Pebble HQ, he demoed the Pebble Flow, seeing firsthand some of the magic behind it. Watch his full review here: bit.ly/4atgEjC #PebbleFlow #RV #ElectricVehicle
“We find that mutual fund managers from poor families outperform managers from rich families. We argue that managers born poor face higher entry barriers into asset management. Consistent with this view, managers born poor are promoted only if they outperform, while those born…
We get the following question almost every day: "I went to buy your strategy/MF/ETF at Big Bank’s broker [UBS, MS, GS, Merrill, Wells Fargo, etc.] and they said your ticker is blocked because of “due diligence.” What’s up?" Answer: We haven’t engaged in their pay-to-play scheme…
2024 y/y oil demand growth forecasts of @IEA, @EIAgov and @OPECSecretariat in mbpd #oott
Quick analysis on dry gas volumes coming out of the Haynesville over the last few years. Who is ramping? Where? And how does private activity compare to the large publics? 🧵 TLDR: From 2021-2023, approximately 80% of Haynesville supply growth came from Private operators…
Santa Fe Institute Operating Principles Written by Cormac McCarthy "Occasionally we find that an invited guest is insane. This generally cheers us all up. We know we're on the right track."
Thanks, Packy. To get the full experience, watch Cormac discuss and read it: youtube.com/watch?v=-5A1Wc…. Amazing.
Santa Fe Institute Operating Principles Written by Cormac McCarthy "Occasionally we find that an invited guest is insane. This generally cheers us all up. We know we're on the right track."
📢AllThingsLNG Newsletter Issue #1: Covering #LNG News JAN 28 - FEB 3 And Offering Insights, Trends, Talking Points, Opinion, Sustainability Initiatives & Shipping updates. On Sunday, Every week! Please like, repost & share! Comments & suggestions for improvement are…
One of the best moments in Olympic history
US crude supply adjustment turning negative, could indicate an overestimate of US crude production #oott
Uh oh, the emperor has no clothes. Adjustment for November came in at -315k b/d. Effective US oil production is 12.993 million b/d 😨
A 23-year-old did this with nothing more than a hammer and chisel.
"Ease is a greater threat to progress than hardship.” ~ Denzel Washington
Pure class from Costco management
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