Crusonian Investor @CrusoniaC
Value investor. Occasional cigar-butter. Analysis with logic, not just numbers. Moats are everything. I own a lot of $AMZN and $META. 😎💵💵 Los Angeles, CA Joined November 2020-
Tweets8K
-
Followers2K
-
Following2K
-
Likes5K
Happy about the $CROX earnings but I was right about the dumb HeyDude acquisition. Pure case of diworsification. Rule of investing: most acquisitions are very bad for companies. Yes, I know, “But, what about Instagram and YouTube??” Those are MASSIVE outliers.
Happy about the $CROX earnings but I was right about the dumb HeyDude acquisition. Pure case of diworsification. Rule of investing: most acquisitions are very bad for companies. Yes, I know, “But, what about Instagram and YouTube??” Those are MASSIVE outliers.
Anyone bullish on $MTCH right now may not have realised how much worse dating apps have become in the last 5 years.
Anyone bullish on $MTCH right now may not have realised how much worse dating apps have become in the last 5 years.
Is it just me or does Druckenmiller sound a bit slow and unwell in these latest clips? I respect and like the guy a lot but it sounds like age is catching up with him sadly. youtube.com/watch?v=ByEOyy…
75+% of Wall Street Bets front page is currently posts about losses on dumb earnings options plays. This is usually bullish from my tracking of this sentiment indicator.
Neither. Please FinTwit, stop catching falling knives and buy good stocks that go up instead. Why make this game so difficult? You could be owning giant winners like $AMZN and $META that are actually still in growth stages and roaring upwards. $MCD $SBUX
Neither. Please FinTwit, stop catching falling knives and buy good stocks that go up instead. Why make this game so difficult? You could be owning giant winners like $AMZN and $META that are actually still in growth stages and roaring upwards. $MCD $SBUX
One of my biggest investing mistakes of the last 3 years: Buying $WBD instead $NFLX. I still need to write up my lessons but one of them is simple: I went for the cheaper option instead of just buying the best when it was on sale.
lol this guy tried to make a point and everyone just dunking on him in the replies about how they don’t know a single person who got ill because of vaccines (neither do I). Yet we all know people who died from COVID. Conspiracy theories suffer in the face of real observations.
lol this guy tried to make a point and everyone just dunking on him in the replies about how they don’t know a single person who got ill because of vaccines (neither do I). Yet we all know people who died from COVID. Conspiracy theories suffer in the face of real observations.
Imagine being dumb enough to fall for the “Everything A Smart Person Says Is Always Right” fallacy. These people will regularly trash thousands of scientists without prior knowledge but if Newton said something outrageously dumb and disproven it MUST BE A SECRET TRUTH.
Imagine being dumb enough to fall for the “Everything A Smart Person Says Is Always Right” fallacy. These people will regularly trash thousands of scientists without prior knowledge but if Newton said something outrageously dumb and disproven it MUST BE A SECRET TRUTH.
After the Berkshire meeting there’s a raging debate about whether you should buy dirt cheap value stocks vs. big compounders like $META and $AMZN. If anything the Buffett example should make you realise there’s enormous alpha in both (eg $AAPL in 2014). Stop being dogmatic.
FinTwit is so bearish $AAPL it makes me want to load the fucking boat. Held the stock for years and have no plans to sell.
Nah Sam is the real deal. To doubt him after everything he’s achieved now is just silly.
Nah Sam is the real deal. To doubt him after everything he’s achieved now is just silly.
All the people in these responses posting cope because they live in rural backwaters trying to “save money”. If you’re young and ambitious, your career prospects will be severely capped if you don’t live where the opportunities are.
All the people in these responses posting cope because they live in rural backwaters trying to “save money”. If you’re young and ambitious, your career prospects will be severely capped if you don’t live where the opportunities are.
This week I learnt that I've smashed Todd and Ted's returns at Berkshire over the last 10 years. Can I get a job with Buffett now please? 🙏
Holy shit my Chinese stonks are making money. This isn't right. $BABA $JD
Stuff like this makes me very bullish on the future of the US.👌
Dividend bros wrecked again. Can’t imagine how red their portfolios are in the last year. 😬 $SBUX
$AMZN beats as expected. Stock price has meh reaction. Market in sad territory. Time to go do something else for a while.
The worst stock picker on FinTwit charging for his services. What could possibly go wrong?? 😬😂
Can’t see how $AMZN earnings could be bad today. Only potential issues: 1. AWS - the mkt always focuses heavily on this even though it’s not as relevant as before 2. Guidance - if they sandbag guidance then mkt will punish them 3. Capex - if they spend huge, mkt won’t like it
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Supreme Bagholder (@s.. @SupBagholder
5K Followers 2K Following Holder of the bag I own lots of $META and I post on Threads @supremebagholder
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Charlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony White
Finding Value @finding_value_
3K Followers 5K Following Data Engineering Manager by profession, on a mission to find value in the stock market. Not financial advice, do your own due diligence
MetaCritic Capital @MetacriticCap
4K Followers 499 Following Looking for opportunities in Philadelphia..
Optimist_Prime_First_.. @01Core_Ben
4K Followers 438 Following Trying to get rich and live forever (seriously). Writing about tech, investing and exponential progress @ https://t.co/ur3yKxcSjz
A.J. Button @AJButton2
5K Followers 382 Following Financial writer/journalist. Not financial advice. RTs aren't endorsements. https://t.co/uBk1EaosVS
Wesley Chambers @investwithwes1
2K Followers 1K Following Investing Educator📈 28 Years Old U.K. Value Investor👨🏾🏫 Follow To Improve Your Investing Knowledge🧠
Terplessm @Terplessm9lP6
1 Followers 297 Following
Tutews @tutews91371
1 Followers 395 Following
Jungle of Dividends �.. @DividendJungle
1K Followers 281 Following Staying broke. Growing a Jungle full of dividends. Projected annual Income: $2655 Goal:$12,000 NOT a financial advisor
Phtheaul @PhtheaulmnsP
1 Followers 304 Following
Shairt @Shairt5FAAV
1 Followers 311 Following
Naulit @Naulit0b8Z
0 Followers 212 Following
PACunha @PauloAdCunha
120 Followers 1K Following
Whashoa @Whashoa144400
43 Followers 1K Following
Álvaro @AlvaroFA_
1K Followers 5K Following
Swesteau @Swesteau0QwuA9
7 Followers 322 Following
GeorgiaByron @B365fY79xSI3x5
2 Followers 448 Following
Wallstreet Stocker @walststocker
99 Followers 416 Following
Serlar @SerlaruGLOOaG
1 Followers 269 Following
Sterue @SterueaNlB
0 Followers 305 Following
Smoythar @smoythar25263
2 Followers 414 Following
RebeccaPiers @IYc4VaDHyv1Tn
4 Followers 407 Following
Teshaski @TeshaskiYYM
2 Followers 274 Following
Todesho @Todesho121960
11 Followers 533 Following
DeliaPeacock @2Mg4ZEJMTrPmTgt
2 Followers 367 Following
Thiseenysw @ThiseenyswTxBr
5 Followers 280 Following
Reytonoughn @Reytonoughn9cR
2 Followers 313 Following
Stock Pickz @stockpickz_hq
131 Followers 330 Following Market-beating stock picks, timeless investment strategies, and simplifying the complexities of the stock market.
OliveSally @CIKyGyeSe64RT88
0 Followers 262 Following
SigridEugene @mNp56aMXio54e
3 Followers 432 Following
Teigh @Teigh440575
9 Followers 424 Following
Tousmoybl @TousmoyblUAVWT
0 Followers 205 Following
Tuthur @Tuthurc1aqz
1 Followers 311 Following
Smiodewsh @SmiodewshfUhrB
1 Followers 430 Following
Theynas @Theynas158630
1 Followers 306 Following
Neyneau @neyneau11244
6 Followers 400 Following
Thealough @thealough34700
0 Followers 469 Following
BarbaraBacon @0U7y6k97CrDC2Y
1 Followers 454 Following
Tooshearth @TooshearthYCR
2 Followers 405 Following
Vaclav Kopecky @VenouchK
115 Followers 650 Following
Teffaren @TeffarenTwFI
6 Followers 320 Following
Thewwhit @Thewwhit124470
11 Followers 414 Following
Risanyez @RisanyezjOy
1 Followers 449 Following
Fethe @Fethe211243
33 Followers 2K Following
Draresu @draresu35622
1 Followers 417 Following
Nauly @Nauly628585
11 Followers 414 Following
Thtou @Thtou211288
1 Followers 469 Following
McThesse @McThesseN6FZYg
2 Followers 438 Following
Lithat @lithat81808
3 Followers 431 Following
Ffitat @ffitat84974
6 Followers 465 Following
Thursmoy @thursmoy72949
9 Followers 409 Following
Becki 🍭 @Becki1636
4 Followers 546 Following Lооking fоr unсomрlicated аdult fun. Nо strings аttachеd!
Deashear @Deashear142405
3 Followers 415 Following
Setexi @Setexi140004
38 Followers 2K Following
Compounding Quality @QCompounding
368K Followers 356 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Supreme Bagholder (@s.. @SupBagholder
5K Followers 2K Following Holder of the bag I own lots of $META and I post on Threads @supremebagholder
Long Equity @long_equity
50K Followers 148 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Quartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
Brandon Beylo @marketplunger1
74K 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
Brian Feroldi @BrianFeroldi
545K Followers 509 Following I demystify the stock market | Author, Investor, Teacher | Tweets about money & investing | 90,000+ investors read my free Long Term Mindset newsletter
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Thomas Chua @SteadyCompound
74K Followers 326 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Commonstock @JoinCommonstock
26K Followers 480 Following A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.
Markets & Mayhem @Mayhem4Markets
192K Followers 848 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Joseph Carlson @joecarlsonshow
40K Followers 181 Following I buy compounding machines. Follow The Joseph Carlson Show on YouTube.
Brian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
Charlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony White
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
fedwashreserve @fedwashreserve
148 Followers 724 Following All shareholders are equal, but some shareholders are more equal than others. - $PARA
Kevin @beagleoverlord
85 Followers 169 Following
Jason Fried @jasonfried
303K Followers 176 Following Founder & CEO at 37signals (makers of Basecamp, HEY, and ONCE). Non-serial entrepreneur, serial author. No DMs, email me at [email protected].
🇻🇦Gio's Content.. @giantgio
40K Followers 1K Following artist/writer/podcaster/content dealer. Gonzo philosopher, PoMo Right, Jungian futurist. Content Minded pod. https://t.co/UtUUzgHHFB
Lukas (computer) 🐂 @SCHIZO_FREQ
75K Followers 1K Following | Data Scientist @ @remiliacorp333 | https://t.co/MzAA27fY4C | Cherished Friend @ @insrtapp | Aspiring Podcaster @ @versandlukas |
Architect🛡️ @Architect9000
6K Followers 609 Following Building on the digital frontier and sharing what I learn. Computer scientist, economist, and occasional nomad. Interested in compounding technologies.
Joe @joerslack
4K Followers 4K Following head down building rn as you should be | founder @captisapp
Edward Conard @EdwardConard
4K Followers 718 Following Top-10 NYT bestselling author @AEI Retired @BainCapital Partner https://t.co/gmmdbORBTO Tweets of noteworthy economic news from my research team.
Bindu Reddy @bindureddy
125K Followers 339 Following CEO of @abacusai, using Gen AI to build Applied AI and LLM agents and systems at scale, ex-AWS / Google, passionate about human behavior and open-source AGI
Video Game History @VideoGameHstry
177K Followers 106 Following Posting about video game history. DM for submissions or business inquiries.
Charles Bramesco @intothecrevasse
20K Followers 669 Following film and TV critic / @guardian @vulture @lwlies / COLORS OF FILM: THE STORY OF CINEMA IN 50 PALETTES on shelves now / it's me, it's really me
HealthyChangez @healthychangez
1K Followers 2K Following Natural Health, Travel, Sales, Politics, and Natural Wine 🥂. Not financial nor medical advice.
The Dispassionate Ana.. @DisAnalyst
399 Followers 80 Following Risk asymmetry investor. Not investment advice.
Sartorial Thug 🍸 @SartorialThug
35K Followers 5K Following Bounder. Cad. Scoundrel.. Badinage. Persiflage. Coddiwompling. Toe-to-toe fisticuffs on the cobbles, no weapons. Hairy. Poet.
hoe_math @ItIsHoeMath
17K Followers 59 Following I make diagrams about hoes and such (desire and how we pursue it creates the world) MY YOUTUBE is where all my content is (in linktree)
𝑻𝒉𝒆 𝑺𝒂.. @Shadaya_Knight
499K Followers 6K Following The Most Unapologetic Controversial One {} DM for Learn OR Perish merch
Joseph Hocking @JoeHocking
1K Followers 914 Following I'm a software engineer who develops games and XR using C#/Unity. I wrote the book Unity in Action!
Martin Shkreli (e/acc.. @MartinShkreli
170K Followers 4K Following https://t.co/muasIr0PuD [email protected] https://t.co/GUy99qMi2O - join our Discord!
East Asia Stocks @EastAsiaStocks
6K Followers 305 Following My goal is to help you discover and understand the most interesting stocks in Japan, China, and Korea. Link below.
Big Swinging Decks (O.. @bsdpod
3K Followers 30 Following Your MD’s secretary’s favorite podcast. Wall Street banter, news, & interviews. Hosted by @litcapital (co-host TBD)
Kevin Carpenter @kejca
9K Followers 67 Following AMDG || Kingswell. Join 5,000+ readers and get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and other legendary thinkers.
Michael Gielkens @MichaelGielkens
2K Followers 290 Following Partner at Tresor Capital Family investment holding companies, serial acquirers and buy & build compounders Views are my own, not investment advice.
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Return on Cap @returnoncap
4K Followers 311 Following Patience, consistency, discipline, rationality. Aggressive Saving. Conservative Investing. High ROIC, high NOPAT margin, gushes of FCF, reasonable prices.
Shay Boloor @StockSavvyShay
49K Followers 300 Following Host of @WOLF_Podcasts | Follow my journey of building a $100K portfolio into $1 Million | Not investment advice
Modern Seinfeld @SeinfeldToday
662K Followers 0 Following What if Seinfeld were still on the air? (Tweets by @JackPMoore and @JoshGondelman.)
Anna Bernett @att_029
9K Followers 307 Following Retired Dentist, #Btc, digital asset education #womenincrypto "To understand #Bitcoin you must first understand Money
Robert Sterling @RobertMSterling
60K Followers 2K Following CFO, investor, and sneakerhead. Former F100 M&A and USMC. Vibes rarely serious but always positive. Let's talk business for just $20! 🚀
P V Ramanathan @PRamanathan
191 Followers 371 Following Fund Manager @neetifund and bringing value investors together @valuexme
Natan @nataninvesting
7K Followers 303 Following 22y old finance student 👨🏼🎓 | Diving into the stock market and sharing my insights along the way
Everyday Stocks @everydaystocksx
182 Followers 186 Following Long term buy & hold investor. Other interests are Football ⚽️ Reading 📚 Poker ♠️ & The Gym. From the UK 🇬🇧
Gordon | Oak Investin.. @oakinvests
1K Followers 2K Following 🙋🏻♂️ Engineer, Finance Writer, Certified Investing Coach 💰Over 100 clients towards financial freedom. 🔥🔥📆 Daily financial education
crowdturtle 🐢 @crowdturtle
5K Followers 1K Following Family office investor in syndicated cash-flow-in-place real estate, public securities, loans, and #blockchain #punk 9019
bec 🎬 @rxbeccajohnson
5K Followers 1K Following freelance writer | senior writer @filmfocusonline | 🍅approved critic | horror chick | words for hire
Darren J. Beattie �.. @DarrenJBeattie
274K Followers 95 Following Grothendieckian Centrist; Former @WhiteHouse official; Theory @DukeU; Math @Uchicago; Proud Jew
Chani @ChanisLament
7K Followers 6K Following
Jon Hartley @Jon_Hartley_
11K Followers 12K Following Institutions & Regulation in Finance/Labor. Macro. Firms. Housing. Debt. AI. Econ PhD(c) @Stanford @FREOPP @MLInstitute @CapAndFreedom @EconClubofMiami 🇨🇦🇺🇸
frosted @frostedcw
64 Followers 159 Following colin • I like talking about movies :) • fighting games are also kinda alright https://t.co/QHhXjERn2M
𝐄𝐝𝐦𝐮𝐧�.. @EdmundSmirk
11K Followers 1K Following Against sophisters, economists, and calculators • Louis XVI was innocent • ⛪️🤴🇬🇧
William Preston Smyth.. @A_P_Capital
1K Followers 453 Following Founder/CIO @ Alpha Prime Capital est. 2018, @MIT (Master of Finance) @CWRU (BA Economics, BSE Material Engineering), CFA Miami board, CFP, DJing, rugby, poker
James Lai @jamesequities
401 Followers 220 Following I buy fantastic companies & deal options. L2 CFA candidate.
Jared Leary @hourglassnetwrk
543 Followers 139 Following Investment research at Hourglass Investing - podcasts, newsletters, and deep dives into long-term growth investment opportunities.
Sold my $MTCH stock in 2021 on valuation, but dating business moats are weak. They only last ~10 years historically. Dating apps are like digital nightclubs. People inevitably grow bored and move on to the trendy new place. That's why clubs are a shitty business
Anyone bullish on $MTCH right now may not have realised how much worse dating apps have become in the last 5 years.
@GKCdaily I'm still intrigued how antisemites manage to reconcile the idea that the Jews are both characteristically capitalist and communist while still maintaining they are a coherent group with one agenda.
If you love the horror genre, here's a new immersive way to enjoy them - immersive horror series "The Faceless Lady" on Meta TV(Quest) getting some decent reviews $meta
One of my favorite investing videos out there! Seth Klarman rarely does interviews. Fortunately, he did this one. It's only 14 minutes. Watch it before you go to bed tonight. It's worth it:
This is mental illness, guys. I don't say that in a mocking way, either! I'm saying this is legitimately a disordered, unhealthy pattern of thinking that adults should be actively attempting to correct rather than breathlessly celebrating for its pseudo-profundity.
Lol. Herd mentality in the human species is so fascinating to me. This song was considered a masterpiece and a Pulitzer level social commentary piece on gun violence in America & now everyone is saying they never liked it. I genuinely don’t believe any of you think for yourselves
6 years ago, Childish Gambino released 'This is America'
The right wing influencer scene is just embarrassing to anyone who is the least bit honest or intellectually curious. richardhanania.com/p/liberals-rea…
@CrusoniaC Agree, buy strong stocks on a pullback and not trying bottom fish.
@CrusoniaC This has been a huge mindset shift for me
@DiedSuddenly_ I actually don’t know anyone who was injured or killed by any vaccine.
this is wisdom for those of you dabbling in shitcos
This guy explained the Drake & Kendrick Lamar beef so effectively to the point I think even I have beef with Drake…
@DiedSuddenly_ I don’t know a soul who was killed by the Covid vaccine. On the other hand, I know of several dozen who were killed because of complications from Covid . Stop spreading your lies
Those were seven book recommendations by Warren Buffett. To find even more, by Buffett but also Munger, Marks, Pabrai, and more, check out the "Bookshelf" on my Website: danielmnke.com/p/bookshelf-in…
This was perhaps the most practical advice from Buffett for any ambitious stock picker. If you love the game and have “only a couple millions” or less, 50% per year are still possible. For that you need to look at a lot of weird little stocks and you will still find anomalies.
To my smart followers - I highly encourage you to visit 🇨🇳. Something shifted tremendously in the past few years. I was shocked when I first went back after COVID. No need to go to BJ, SH, or Shenzhen. Pick less obvious cities like Hangzhou, Chengdu, Chongqin, Guangzhou etc to…
after trying the multimodal AI in Meta's Ray-Ban smart glasses, I'm convinced it's the best implementation of wearable AI out there so far (a low bar to be fair, but still) my surprisingly good experience using the AI during a day around the house in this week's newsletter…
Yesterday, Sam Altman shared mind-blowing new insights on AI at Stanford. I can't stop rewatching some of these clips. 6 key highlights you can't miss:
@BichonRedux FinTwit is so bearish $AAPL it makes me want to load the fucking boat.
Growing up and understanding your father on a deeper level
Trends for United States
You might like
