Eugene Ng @EugeneNg_VCap
Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life. linktr.ee/visioncapital Singapore 🇸🇬 | Global 🌏 Joined October 2017-
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🌏 Vision Capital April 2024 Update ➡️ YTD +11.5% vs S&P 500 +5.4% ➡️ Cumulative +216.9% vs S&P 500 +114.2% (24Mar17) ➡️ Annualised SGD 18.4% p.a. (USD 18.8% p.a. for reference) ⭐️ Vision Investing - Investing in companies that reflect our best vision for our future, changing &…
Lovely interview of @FedexSTi discussing the culture and management of MELI and NU with @FromValue! My favourite quote - “So my biggest advice is always look for purpose and not jobs, and measure your success not only in money, but in terms of how fulfilled you feel with what…
Lovely interview of @FedexSTi discussing the culture and management of MELI and NU with @FromValue! My favourite quote - “So my biggest advice is always look for purpose and not jobs, and measure your success not only in money, but in terms of how fulfilled you feel with what…
Top 3 Cloud Hyperscalers Quarterly Revenue Growth YoY Trend (Amazon’s AWS, Microsoft’s Azure, Alphabet’s GCP) Amazon bottoming and turning higher ⤴️
Big tech - Alphabet, Microsoft, Apple, Meta, Amazon, and NVIDIA has acquired 875 startups over time.
Apple’s ~70% share of the US wireless headphone market with the AirPods.
Howard Marks with intriguing insights on an analyst versus a portfolio manager. “An analyst is somebody who knows a lot about a few things, and learns more and more about less and less, until he knows everything about nothing. A portfolio manager is somebody who knows a little…
"Never give up, for that is just the place and time that the tide will turn." - Harriet Beecher Stowe
Rubbernecking. Observed an interesting phenomenon twice this week, while driving on the expressway. Traffic slowed tremendously only to realise that there was no accident at all, but the accident was actually on the opposite side of the expressway. Drivers ended up slowing…
Sharing three charts on the rise in US auto insurance prices that caught my attention: 1 | The recent rise in auto insurance in US CPI inflation caught my attention (headline and core ex-shelter) 2 | US auto insurance YoY inflation is at the highest in 50 years 3 | US major…
Interesting chart of closed-source LLMs and open-sourced LLMS against model release date and the corresponding model performance. Closed-source LLMs are getting better with time, and leading the improvements on this front.
Puru Saxena @saxena_puru
353K Followers 129 Following Founder of AlphaTarget. Previously, Founder and portfolio manager of money management firms in Hong Kong. My posts aren't investment advice, do your own DD.
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Kaushik @BigBullCap
89K Followers 536 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
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
Leandro @Invesquotes
42K Followers 724 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Ian Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
Long Equity @long_equity
50K Followers 143 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Dillon Valdez @Dillon_Valdez
25K Followers 531 Following I talk stocks, markets, business and economics. All holdings and portfolio performance is shared through the link in my bio.
Daniel @MnkeDaniel
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MT Capital @MT_Capital1
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NGO THI THAT @NGOTHITHAT
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Trevor Loy @trevorloy
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Jonathan Kat @JEmeryKat
64 Followers 458 Following Infra-Enthusiast| Warhammer40k nerd| RoboDog in the works| Founder @dadsrobotics | Building your next Robot Pet. Hang with us https://t.co/jo8QWlUk4c
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Raven | Multimilliona.. @Ravenconnelly
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Omar Emara @Omar_Emara23
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MacroTourist @Gloeschi
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Aleš @528hzmind
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Mohamed @JurkMed
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618 Followers 824 Following “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes”
Brian Feroldi @BrianFeroldiDM
5K Followers 2K Following An Exclusive PRIVATE retreat for devoted Traders. Ready to refine your trading skills? Let’s collaborate as we navigate the financial landscape. | @BrianFeroldi
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481 Followers 5K Following Founder @MobyAir @MobyBasket @MobyBook @MobyPizza @MobyBlogs @Moby_matrimony @Ankheydotcom , https://t.co/kkFZE9wmuv, https://t.co/hC6s59Kot1 +919898076131
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David Rapoport @DavidRap
559 Followers 2K Following Wanna-be runner, Finance nerd, pivot table guru, amateur chef, master of small talk, proud Texas resident, UNLV Rebel, and UT Longhorn
Jorge Tomas 🇺🇦�.. @TomasJotobl
1K Followers 8K Following Visca Ucraïna Lliure I Catalunya Lliure !!!🇩🇰🇱🇻🇸🇪🇨🇦🇫🇮🇧🇻🇺🇳🇮🇹🇭🇲🇱🇹🇬🇷🇮🇱🇹🇷🇩🇪🇮🇹🇹🇩🇦🇹🇦🇩🇧🇬🇯🇵🇧🇷🇨🇿🇸🇰🇬🇪🇵🇱🏳️🌈🏴☠️
Bill Buttlicker @prdlto
2 Followers 10 Following
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Sarah Lopez @SarahLop23
278 Followers 518 Following Passionate about tech innovation. Huge fan of SpaceX & Neuralink. Here to engage, learn, and share!
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erik @eveittia
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108 Followers 859 Following
Thippoughr @thippoughr83163
0 Followers 219 Following
Stipe Aničić @stipe_anicic
14 Followers 88 Following
Sebastian Z. 🇨🇴.. @Zuleta992
1K Followers 2K Following Mechanical engineer from @UTPereira Master in mechanical engineering from @UFSC Researcher at @FraunhoferISE Solar Energy ☀️ CSP - PV
Nedeljko Hrelja @NedeljkoHrelja
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Jon Cockrell @JonCockrell6
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BettyBarney @oL1ccNE66r5lg
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SL @YooHuuSlick
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Gustavo Gobbi Brochet.. @93gobbi
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mduly @mduly
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NILANJAN MITRA @NILANJA08691094
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Kelce $SPZI Vibes @TropicsStephen
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DayTradingNomad @DayTraderNomad1
351 Followers 2K Following Day trader. I like luxury travel, champagne, scotch and steak
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Aakash @imAParikh
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256 Followers 6K Following Current :-Senior Analytic Consultant @wellsfargo. Previously :-Founder of WIFC (Without Internet free Call). I go by Muhammad.
Randy Sanders @randy86086
93 Followers 786 Following
Puru Saxena @saxena_puru
353K Followers 129 Following Founder of AlphaTarget. Previously, Founder and portfolio manager of money management firms in Hong Kong. My posts aren't investment advice, do your own DD.
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Kaushik @BigBullCap
89K Followers 536 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Brian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
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
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
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
Leandro @Invesquotes
42K Followers 724 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Ian Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Austin Lieberman @LiebermanAustin
54K Followers 3K Following Father, husband, veteran, investor | Tweets about underfollowed small & microcap stocks.
Long Equity @long_equity
50K Followers 143 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Dillon Valdez @Dillon_Valdez
25K Followers 531 Following I talk stocks, markets, business and economics. All holdings and portfolio performance is shared through the link in my bio.
Daniel @MnkeDaniel
90K Followers 175 Following I break down Investing and Psychology Concepts. For Company Research and my Portfolio, click here: https://t.co/xJk4Ru4uvA
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
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
Paul Nary @ProfPaulNary
883 Followers 394 Following Corporate strategy professor @Wharton | Teaching MBAs + research in strategy, billion dollar deals/other M&A, PE, investor activism, & business/tech history
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4K Followers 274 Following Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personal
S.L. Kanthan @Kanthan2030
135K Followers 7K Following Columnist, blogger, podcaster. Geopolitics & Economics. Less Ideology, More Facts. Buy me a beer: https://t.co/p8NQ7GHbpA
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494K Followers 957 Following Investing millions in Main Street businesses & teaching you how to own the rest | HoldCo + VC Fund | We should own our communities and corner stores.
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15K Followers 42 Following Level up your life with science-based strategies on learning, creation and self mastery. By the doctor bros @michaelkennymd and @mattygrov | 1M on YouTube
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214K Followers 2K Following CEO of an 11-business, 600-person holding company. Fireworks, software, +9 more. Writing about holding co's, starting businesses, life, and leading.
MATT GRAY @matt_gray_
311K Followers 154 Following “The Systems Guy” | Proven systems to grow a profitable audience with organic content. Founder & CEO @founderos
The Investor's Podcas.. @TIP_Network
4K Followers 264 Following We Study Billionaires | Bitcoin Fundamentals | Richer, Wiser, Happier | Millennial Investing | Join our newsletter 👇 @WSM_TIP
Startup Archive @StartupArchive_
39K Followers 1 Following We curate the top 1% of ideas from the world's best founders. Join 8,000+ others who read the free newsletter 👇
Edward O. Thorp @EdwardOThorp
20K Followers 2 Following Math professor, inventor, best-selling author, hedge-fund manager, gambler.
WealthyReadings @WealthyReadings
2K Followers 118 Following Value | Growth Investments - Long term. Few speculations. Sharing investment ideas | companies/opportunities analyses. No financial advice here.
Joseph Carlson @joecarlsonshow
39K Followers 181 Following I buy compounding machines. Follow The Joseph Carlson Show on YouTube.
Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
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2K Followers 665 Following Founder, Meditation Capital. Investor in companies with amazing products. Not investment advice
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
Turtle Bay @turtlebay_io
16K Followers 360 Following Business History l Investment Cases l Financial Data
Mark Gurman @markgurman
351K Followers 2K Following Chief Correspondent for Bloomberg: Apple, Tech, Devices. Subscribe to Power On. Tips: [email protected]. Signal: markgurman.01. Telegram: GurmanMark.
AI Breakfast @AiBreakfast
168K Followers 211 Following The latest rumors and developments in the world of artificial intelligence. DM to include your AI project in the newsletter.
Bluegrass Capital @BluegrassCap
46K Followers 381 Following Student of business models. Player of infinite games. Lets build something together.
Triple Net Investor @TripleNetInvest
89K Followers 722 Following Investor, Real Estate Entrepreneur, ex Investment Banker | Breaking News: Real Estate, Finance | Sharing Advice From Successful Entrepreneurs & Investors
Bg2 Pod @BG2Pod
11K Followers 39 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalism
Investing visuals @ZeevyInvesting
5K Followers 34 Following Creator of visuals about investing | I share my investment journey | Working in tech | Build Notion templates for investors | https://t.co/BESBjAQg9a
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1K Followers 553 Following Contributor @themotleyfool. Reluctantly recovering ski racing addict.
Misfit Alpha @misfit_alpha
103 Followers 301 Following Exploring the world of overlooked investments. Why some of the greatest investments get ignored; why we spend so much time on the bad; and everything in-between
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Sergey @Sergey_Opl
158 Followers 68 Following I’m an individual growth stock investor. Sharing my opinions about stocks, portfolio management, and personal finance.
Prosperity Compounder @IncomeWealthFI
159 Followers 253 Following I'll help uncover high quality businesses that are undervalued and mispriced
Slow Capital @BihMurdoch
192 Followers 57 Following Facts and Data are your friends, Rhetoric your enemy. Dig deeper and find the truth.
Luke Hallard @7LukeHallard
9K Followers 222 Following Professional investor and Lead Advisor @7investing. Focus on technology and innovation, with a bias towards AI, fintech, and medtech.
Ken Taylor @TelosInvestor
315 Followers 389 Following I love to share and learn about investing, but offer no investing or financial advice.
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Speedwell Research @Speedwell_LLC
5K Followers 172 Following 📖 Free Newsletter & Memos: https://t.co/CDu3UvpBhu 🎧 The Synopsis Podcast: https://t.co/KBOlX3WDbJ ⬇️ for Research. By Drew Cohen & @kevg1412
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Rodney Forrest @RodneyForrest00
541 Followers 280 Following Sublime Funds Management (Family Office) Top Photo 📸 Sublime Point, Leura, Blue Mountains, Australia 🇦🇺
Patricia Mou @patriciamou_
31K Followers 483 Following souls, spaces, society. co-founder @thesfcommons, curates @rabbitholes_, writing https://t.co/YnfgkSWURo
Cyan Banister @cyantist
59K Followers 3K Following Investor at Long Journey Ventures, artist, joy amplifier. subscription fees go to Inflection Grants: https://t.co/uSqtEEfUf3
Toan Truong @LearningToan
23K Followers 239 Following I finished school at 16 & bachelor at 18. I share my journey to help people become lifelong learners. Homeschooler. Building @GeniusGTX, @cajunkoi.
Carlos E. Perez @IntuitMachine
30K Followers 4K Following Artificial Intuition, Fluency & Empathy, DL Playbook, Patterns for Generative AI, Patterns for Agentic AI https://t.co/fhXw0zjxXp
Simon Kuestenmacher @simongerman600
268K Followers 230K Following German #geographer and #demographer in #Melbourne. I curate #maps and #data that explain how the #world works. Obviously all opinions are my own...
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
The AI Investor @The_AI_Investor
25K Followers 653 Following NVDA TSLA | NVIDIA Daily | Join my Patreon for AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
Parrot Capital 🦜 @ParrotCapital
24K Followers 903 Following An irreverent wise crackin' FinTwit parrot doing deep due diligence in multiple markets. Nothing I say is financial advice, do your own research. DMs are open.
Culture Critic @Culture_Crit
1.3M Followers 998 Following Tradition is not the worship of ashes, but the preservation of fire.
Jon Cukierwar @JonCukierwar
12K Followers 487 Following Founder of Sohra Peak Capital Partners, where we invest in businesses with intelligence far surpassing my own. Disclaimer here: https://t.co/C1dK5tzAej
ismyhostfastyet.com Good, but we can do better.
Portfolio Update (30 April 2024) 2024 YTD: +24.6% vs $SPX +5.6% 🤖 Gen AI (42%): $NVDA $MSFT $META 🍟 Diabetes/Obesity (28%): $LLY $VKTX $NVO 🔒 Cybersecurity (17%): $CRWD $ZS 💰 LatAm E-Com/Fintech (7%): $MELI 🧪 Biotech (6%): $MEDP $CYTK What would you do differently?
Portfolio Update (28 March 2024) 2024 YTD: +30.2% vs $SPX +10.1% 🤖 Gen AI (34%): $NVDA $MSFT 🍟 Diabetes/Obesity (27%): $LLY $VKTX $NVO 🔒 Cybersecurity (19%): $CRWD $ZS 🫀 CV Health (11%): $SWAV $CYTK 💰 LatAm E-Com/Fintech (5%): $MELI 🧪 Biotech R&D (4%): $MEDP
$AMD's disappointment explained in one word: H200
I'm very grateful and feel very blessed to have @GSpier, @VALUExZH family, and friends like @mstafford in my life ☺️🙏 Matthew is such an excellent conversationalist, a gifted interviewer with a rich, calm presence that sets a perfect stage for a deep and an intimate discussion —…
We love @bogumil_nyc ... we also love @mstafford worth listening to Bogumil always.
$ADYEN partners with Decathlon Hong Kong Decathlon Hong Kong has partnered with Adyen to use it Unified Commerce solution for its online store, in-app purchases, and all eight physical stores in the city. By working with Adyen as a single partner for the entire payment…
@EugeneNg_VCap Maybe you’re too muscular 😆 Fits nicely on me cos I’m slim.
@EugeneNg_VCap Fantastic job Eugene, your investor letter is incredible useful! Thank you!
The battle of Hyperscalers continues.
Top 3 Cloud Hyperscalers Quarterly Revenue Growth YoY Trend (Amazon’s AWS, Microsoft’s Azure, Alphabet’s GCP) Amazon bottoming and turning higher ⤴️
@EugeneNg_VCap Nulu tee. Really soft and comfy. Good for SG’s hot and humid weather as it wicks sweat so you won’t feel sticky.
@StockMKTNewz It's fascinating to see how Microsoft's investment in OpenAI was driven by the fear of lagging behind Google. Competition certainly fuels innovation! Btw, @Alphanso_AI currently rates $GOOGL a BUY with a good overall rating of 9.8/10
Microsoft’s $MSFT motivation for investing heavily in OpenAI came from a sense of falling badly behind Google $GOOGL, according to an internal email released today Microsoft CTO Kevin Scott wrote in a 2019 message to Satya Nadella and Bill Gates that he was “very, very worried”…
Here's my conversation with Fede Sandler @FedexSTi, the former Investor Relations Officer of both $MELI (for 6 years!) and $NU (through the IPO!) It's a banger!🚀🚀🚀 Watch and learn!🤓 I hope you enjoy this one as much as I did.🤗 youtu.be/TZbsW8Y3yUU
Apple은 AirPods로 미국 무선 헤드폰 시장의 약 70%를 점유
Apple’s ~70% share of the US wireless headphone market with the AirPods.
$SMCI conference call summary: Thank you, $NVDA, for being our friend. Please don’t leave us. We hope to do great things together. We had a record quarter, and this is due to supply chain issues limiting results. We have had to raise money to invest in our business to keep up…
Interview with a former $GOOGL employee who worked at their X moonshot division: - The criteria for X projects are technical feasibility, scale, possible business model, fit for Alphabet, and the last one, team enthusiasm. - In his view, the division wants to do very difficult…
THE PE OPTION Private company growth CEOs: if you're at ~$100M ARR and growing ~20% YoY, going public might not be an option. I'd suggest strongly considering the option of partnering with a PE firm such as Thoma Bravo, Vista, etc (they will clean up your cap table and take a…
近朱者赤，近墨者黑 Be selective of one's environment and friends. It matters.
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