Dynamic Moats @DynamicMoats
Views are my own. Not investment advice. San Francisco, CA Joined November 2012-
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Kelly and Birkin collude together to keep bag prices artificially high
Kelly and Birkin collude together to keep bag prices artificially high https://t.co/7RMeQfhYg6
$100+
Andreessen Horowitz creates Vision Fund for AI
$GOOG TPU ASP: $7k, 60% GM $AMD MI300 ASP: $15k, 64% GM $NVDA A100 ASP: $12k, 82% GM H100 ASP: $21k, 87% GM B100 ASP: $38k ASP, 85%, GM
"I think there are people that have a fantasy that LLMs will tell you which stocks to buy. It's just a fantasy" Argues there's a place for active managers. - Ken Griffin Rejoice youtube.com/watch?v=SIwcCy…
Will revisit this in 2 years
Will revisit this in 2 years https://t.co/6lX46gsZnj
SBF got inspiration from Shawshank Redemption He’s going to mine his way out of prison
SBF got inspiration from Shawshank Redemption He’s going to mine his way out of prison
$MOD is a 10x in 1.5 years Had earnings and a low P/E the entire time Value investing still works though it’s harder than 15-20 years ago
$MOD is a 10x in 1.5 years Had earnings and a low P/E the entire time Value investing still works though it’s harder than 15-20 years ago
$BX marketing team has been executing much better than competitors on using AI as a fundraising rally cry wsj.com/tech/ai/ais-un…
Great interview youtube.com/watch?v=PgGKhs… Haters gonna hate
Gavin Baker has a rare combo of public market skills (LT investing, ST trading, portfolio/risk mgmt, market cycle awareness), private market skills (relationship building, deal sourcing/structuring), business building skills (brand building, team dev, communication, story…
The number of one year multi baggers of real AI beneficiary businesses with real earnings is incredible $SMCI $NVDA $MOD $CLS $VRT Taiwan hardware names Have there been other periods that have been similiar in terms of sheer number, real earnings, short period of time? Most…
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
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.
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
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
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Compound248 💰 @compound248
58K Followers 659 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Knight Rider ♟️ @super_breakout
248 Followers 405 Following
PapillonEquity @PapillonEquity
34 Followers 137 Following An extremely lost ex-banker + software PE investor trying to figure out life
ChilyVily @RussianTrollCap
1K Followers 1K Following
Smoovit @SmoovitryIoJ2n
0 Followers 82 Following
XantheHodgson @6481jAPw80iW0
2 Followers 127 Following
bmp @bmpcapital
428 Followers 2K Following
TEO a.k.a. TEOTWAWKI @teotwaiki
3 Followers 64 Following
Gretes @Gretes112526
1 Followers 207 Following
Lark @Lark738382
29 Followers 2K Following
SoftwareIQ @software__iq
142 Followers 394 Following A modern research platform purposefully built for software investors by industry experts. Follow us for insights into SaaS, cloud and open source markets.
ULTINVESTOR @ultinvesto71504
578 Followers 2K Following
Casey @casey_ontheline
79 Followers 275 Following
Alex Grishko @AlexGrish
14 Followers 50 Following
Nilanshu Sharma @neelanshu08
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OldGrape @OldgrapeRX
192 Followers 53 Following
Gloria Liu @glo_liu
2 Followers 32 Following
Imran Rahimzai @UVAImran_R2004
5 Followers 174 Following
Matthew Reichek @MatthewRei52953
23 Followers 49 Following
George Williams @GW_Investor
22 Followers 226 Following
Sleuth Activist @sleuth_activist
150 Followers 2K Following We are shareholder activists doing sleuth investing in to micro cap companies
Joe Chan @Joe_Chan__
55 Followers 574 Following
Austin WH @wh_austin
46 Followers 194 Following
Yuhan Xie @yuhanxieee
3 Followers 23 Following
The Tech Sales Appren.. @TS_Apprentice_
29 Followers 290 Following Everything Related to Tech Sales. Here to learn. Curious about the world.
TBDCapital @TBDCapital_
19 Followers 114 Following Stock picking journal w/ monthly portfolio performance updates. Stock/Market commentary and community participation. Not financial advice.
Sathish Kasilingam @sathishisak
165 Followers 2K Following Interests lie in manufacturing, software, quality, CNC Machine analytics, Data analytics, product management and startups
Tipasa @TheTipasa
986 Followers 597 Following Biomedical R&D scientist at your local mega-cap pharma company.
Surinder Capital @SurinderCap1tal
105 Followers 154 Following Sr Analyst at very fancy hedge fund (TMT L/S). Standup comedian. ex-McK, ex-Taco Bell. Views my own.
TensorWave @TensorWaveCloud
598 Followers 667 Following Power up your AI with the leading GPU cloud, featuring AMD Instinct™ MI300X. First-to-market MI300X launch partner with GPUs available and ready to utilize now!
Amal Mavani @amalmavani
356 Followers 4K Following
Divergent Capital @Divergent7651
175 Followers 696 Following Diverging from the herd. Opinions expressed here are not recommendations or advice. Do your own research.
M Wahdy @MRWahdy
519 Followers 463 Following Emerging long/short equity manager covering TMT sectors at @wahdycapital. I discuss markets, views in TMT, and investing. Ex-bofa/wells. Views are not advice.
John Account @JohnAccount7
9 Followers 38 Following
Tintin Capital @Tintincapital
1K Followers 433 Following Adventures in Value Investing. Never seek investment ideas from a cartoon. DMs always open.
T @thermoclineDeep
66 Followers 192 Following
Rj Jj @vvvvvvv999999
0 Followers 86 Following
frostybyte ᯅ @0xbad1dead
184 Followers 3K Following Spent a few years in Engineering and Product. Guaranteed to rile a few people here. Before you respond to my shitpost, think, is it the best use of your time ?
Rodney Dangerfield @_al_czervik
102 Followers 154 Following I am not the real Rodney. He died many years ago. This is a PARODY. You wanna make $14 the hard way?
Random Investor @randominv3str
94 Followers 391 Following
Peeps @axecap_bobbi
118 Followers 721 Following Digital Advertising Enthusiast, Frenchie Dada, aspiring chef, ocean lover, Stonk Hodler, and full time care taker of wifey & baby boy.
rubicon59 @rubicon59
10K Followers 482 Following Equities. Closet crypto. Looking for low-bars to step over.
Muhammad Ali @ali_ajabha
64 Followers 1K Following
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
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.
Jerry Capital @JerryCap
41K Followers 568 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.
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
modest proposal @modestproposal1
101K 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
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Brett G @brettgardner_10
231 Followers 1K Following
LiborPlusCap @LFCCapital7
2K Followers 2K Following LiborPlusCapital on the other app HY/Distressed, Europe/EM Def. not investment advice
Steven Cohen @StevenACohen2
288K Followers 478 Following Husband of tiaalexnymets on Instagram. Founder of Point72 and Point72 Ventures. Philanthropist. Mets Owner #LGM Not investment advice
Paul Buser @PaulBuser
2K Followers 359 Following Co-Founder and Co-CEO of Sator Grove Holdings Adjunct Professor at Notre Dame teaching 'The Art of Investing'
SoftwareIQ @software__iq
142 Followers 394 Following A modern research platform purposefully built for software investors by industry experts. Follow us for insights into SaaS, cloud and open source markets.
ULTINVESTOR @ultinvesto71504
578 Followers 2K Following
Mike @Mike10947310
2K Followers 113 Following I'd rather play suckers than beat the best—trying to find the right table https://t.co/MOU1CdjJVO
Star Wars Shot By Sho.. @SWshotbyshot
45K Followers 1 Following An account posting every single shot within the Star Wars Saga in chronological order. Created & ran by @robby_weidemann Fan account not w/ Lucasfilm or Disney
josh @JhorowitJosh
662 Followers 1K Following Cofounder Kunik. Help orgs build their people & performance 1 convo at a time. https://t.co/YJZRDsfUsm Cooking, podcasts, naps on beach are few of my fav things
Kong Ming @hfmkongming
1K Followers 777 Following Restoring the Han. DMs only. North American stocks. #directionofnumbers
101parkave @101parkave
119 Followers 447 Following
Codeine & Credit Docs.. @CodeineandCDs
2K Followers 372 Following Convexity fiend; diligence is for pussies
Piker Capital @PikerCapital
5K Followers 321 Following Sharing views on financial markets & the economy.
SemiAnalysis @SemiAnalysis_
860 Followers 0 Following
Continuous Compoundin.. @compoundersEX
394 Followers 408 Following Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
Robin Research SME @entrematorrales
119 Followers 157 Following Self-taught long-term investor in constant learning.
Giuliano @Giuliano_Mana
8K Followers 243 Following Sharing equity research and book notes / Newsletter & Podcast: From 0 to 1 in the Stock Market
Milton Friedman @TeaBagCapital
948 Followers 96 Following
Andy Jassy @ajassy
174K Followers 292 Following Lead Amazon, married and father of two kids, big sports/music/film fan, experienced buffalo wings eater. Go Kraken!
CHItrader @CHItraders
2K Followers 522 Following Options trader. Market-news. Nothing posted constitutes as advice. Do your own diligence.
Bob @spaceX_cowboy
41 Followers 65 Following
marginofdanger @marginofdanger
3K Followers 113 Following Sharing my personal views, not investment advice. Please do your own work.
John Paul Hampstead @JPHampstead
5K Followers 2K Following strategy @FreightWaves / previously @UMich / charts of supply chain and transportation data
Michael Ashton @inflation_guy
16K Followers 183 Following Check out the Inflation Guy podcast at https://t.co/IkrlMfK1oI . Visit our website at https://t.co/cEgFwkXfwQ !
Karst @KarstResearch
127 Followers 21 Following Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think.
The Rational Walk @rationalwalk
36K Followers 83 Following Finance, Investing, Books, History, Philosophy All new articles are published at: https://t.co/VylFcuhm6y Free subscription at: https://t.co/pcdXMOlpzP
Samantha McLemore @SamanthaMcLemor
4K Followers 392 Following Founder @PatientCM, Value Investor, Student of markets and life, Mom of 3
Patient Capital Manag.. @PatientCM
611 Followers 25 Following Woman owned and operated next generational value investment advisor
Business Insider @BusinessInsider
4.0M Followers 411 Following What you want to know about business. Follow us on Facebook, Instagram, and YouTube. Visit our homepage for the day's top stories.
Ashish @ashish2902
116 Followers 603 Following MBA finance and accounting. Here to learn, grow and share idea. Likes to buy companies which have great capital allocator manager and hold them forever.
Live Monitor @amlivemon
43K Followers 514 Following Political machinations, Geopolitics concerning Europe & transatlantic relations. Often political economics rants. Eurodollar and US foreign policy explainer.
Keith Dalrymple @Jonathan_Keith2
1K Followers 441 Following
Enhanced Games @enhanced_games
25K Followers 277 Following The Enhanced Games is the Olympics of the future – an open celebration of science and human enhancements.
Tipasa @TheTipasa
986 Followers 597 Following Biomedical R&D scientist at your local mega-cap pharma company.
Surinder Capital @SurinderCap1tal
105 Followers 154 Following Sr Analyst at very fancy hedge fund (TMT L/S). Standup comedian. ex-McK, ex-Taco Bell. Views my own.
Made in Japan 🇯�.. @InvestInJapan
5K Followers 620 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.
Equities in Dallas @bustedshort
329 Followers 1K Following L/S Investor. Follow financials, technology.
Smug Doomposting Publ.. @Smug_editing
15K Followers 232 Following It will happen, and it will happen in our lifetimes.
Tintin Capital @Tintincapital
1K Followers 433 Following Adventures in Value Investing. Never seek investment ideas from a cartoon. DMs always open.
💰 UCF Bagman Capit.. @Chrisbagmancap
1K Followers 3K Following John's of Bleeker 🍕 Fanatic. Most tweet about the numbers, I tweet about the quality (and UCF Athletics). Views are my own.
WTS Capital @wtscapital
508 Followers 552 Following Capital first. Media Second. See you on the other side.🫡
Boston Omaha News @BostonOmahaNews
707 Followers 80 Following Our goal is to share Boston Omaha news & insights with the BOC investing community. We have no links to Boston Omaha corporation.
@DynamicMoats @BLyons151 Few strong, long-term secular growth stories in semis. $PI continues to be one of the best.
When you have 150k followers and you push them all into a small cap name, you get a succesful pump… crazy price action $AMRK
@JetSkiGolfLife Valid question for someone seemingly roasting from the cheap seats.
@KvetchNRelease It's a bit over 5x higher than 1yr ago so seem to have a decent track record in that regard
$LFCR Another example... I have said it before and I’ll say it again: long sales processes often end in tears - a highly desirable, transactable asset for which there is demand transacts fast… if it takes forever it is cause it aint going anywhere
@GlenKacher @JamesLu09609862 Margin dilutive yes, but cloud was largely incremental earnings, rather than cannibalization of core biz. Also Satya took over at 10x trailing fcf not 20x fwd, and a much less cyclical biz than ad sales. Seems quite a bit different?
@JerryCap Sundar is a genius that destroys the “cultural rot” in a month
@DynamicMoats @WaterworldCapi1 When you run your Twitter account like Surveyor
Fwiw nobody really knows yet impact if AmEx on $CDLX. Lots of ways to guess a number and timeline, but most signs point to it being extremely accretive both in terms of top/bottom line and competitive position. Implementation prob not done til Q3/Q4 but should cleanly refi debt
Can’t wait to listen to this episode! Some of my dear friends are featuring, it will be such a wonderful event. I will be out of the city with family on Tuesday, if for any reason I cannot join live I will be listening the recording early Wednesday latest! Thanks…
@AdamB1438 And you didn't understand what the key variables were then either clearly. Why is your pinned letter from 2021?
One thing college kids never believe is that a huge chunk of your career is just luck. Right boss, right personality, right timing etc No one believes it because the candidates all just got As until age 21. Rude awakening when they learn effort isn’t rewarded many times.
@DynamicMoats Yes, basically a different sub-sector of the electronics industry every other year where a random supply shortage shows up. In the past 7 years, DRAM (Micron, Samsung, Hynix), then MLCCs (Yageo, Walsin), then DDICs (Novatek, Himax), then FPGAs (Lattice)
🛎 Arauca Capital's latest letter for qualified investors was yesterday released 🛎 How to access it in case you are not on the distribution list, I want to make sure everyone is aware 👇 1️⃣ Click here: araucacapital.com/read-listen 2️⃣ Scroll down a bit, then you find the H2-2023…
the interview questions: “how do magnets work?” “how many planes are in the sky right now?” “how many golf balls could fit in a school bus?” “if you have a 10x10x10 cube & remove one layer, how many squares are left?” the job: “change this row in excel so we get a 25% IRR”
@neoziberal @cap_zay Maybe they should invest with me? Send me your $10m net worth friends struggling with how to generate returns kingdomcapitaladvisors.com/fund-letters/q…
When newsletter writers launch an actual fund
As I reflect on 2023 here, I’ve enjoyed following/engaging with/sharing ideas/learning from the following people - my thanks to them for their time and insights during the last year (no particular order): @AndrewRangeley @agnostoxxx @YellowLabLife @Seawolfcap @VD718…
3rd week in a row of YoY growth for $CVNA according to @AltDataAlpha. Hit some 2023 highs for weekly new vehicle listings recently as well. Entering 2024 in a much better place and very happy with that they've done so far. Congrats to that team
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