FinTwit Substacks @FinTwitSubstack

Sharing FinTwit’s best substacks, blogs and podcasts. DM me if you have a substack you’d like me to share. New York, USA Joined December 2021

Tweets

113
Followers

770
Following

170
Likes

44

FinTwit Substacks @FinTwitSubstack

2 years ago

Interesting. “Freedom of speech”

0 0 1 473 0

Shane Parrish @ShaneAParrish

3 years ago

What was the best book you read in 2022 and the main lesson you took from it?

616 505 3K 1.7M 3K

FinTwit Substacks @FinTwitSubstack

3 years ago

“Although there are several indications that OPEC+ production has peaked…the most compelling is the sheer lack of investment. OPEC+ countries have been underinvesting in oil production capacity for years” @bisoninterests @Josh_Young_1 bisoninterests.com/content/f/opec…

0 0 4 0 0

Jason Zweig @jasonzweigwsj

3 years ago

If you’re looking for gifts this holiday season, here are my suggestions for the books every investor should own. If you’re looking to read and learn, you need books that have stood the test of time. These few will, I believe, still be indispensable decades from now.

183 906 4K 0 6K

FinTwit Substacks @FinTwitSubstack

3 years ago

“At a minimum, an investment in Airbnb at today’s valuation requires a view on outsized GBV growth beyond $100 billion and / or normalized profit margins in excess of management’s long-term guidance.” @TSOH_Investing thescienceofhitting.com/p/growth-and-p…

0 1 22 0 6

FinTwit Substacks @FinTwitSubstack

3 years ago

“Our identities get wrapped up into the things that we do and eventually, they become the things that we are. The time that we spend doing things define us. Spend that time wisely.” @kylascan kyla.substack.com/p/trust?r=4emk…

0 0 4 0 1

Michael Mauboussin @mjmauboussin

3 years ago

Attention valuation fans: we have a new report out today on return on invested capital (ROIC). It updates and extends work from 2014. morganstanley.com/im/publication…

22 172 942 0 539

Tansu Yegen @TansuYegen

3 years ago

He has Cerebral Palsy and wanted to skate board so his mom created this for him so that he could. Mother Of The Year🌸

2K 25K 183K 0 2K

Download Video

FinTwit Substacks @FinTwitSubstack

3 years ago

“If you are looking at a controlled company, always check to see if they return capital when appropriate. I love to see a company with a track record of paying special dividends or doing tender offers for big chunks of stock.” @IdeaBrunchEmail @natstewart5 ideabrunch.substack.com/p/idea-brunch-…

0 1 2 0 0

FinTwit Substacks @FinTwitSubstack

3 years ago

“Aron diluted existing shareholders so forcefully it bordered on the obscene. By more than quintupling the # of common shares outstanding, AMC raised $3.2bn from financing over the past 10 quarters, but only $965mm remains on the B/S” @DoombergT on $AMC doomberg.substack.com/p/a-very-speci…

1 0 2 0 0

FinTwit Substacks @FinTwitSubstack

3 years ago

“Remember, Elon Musk is 51 years old and a father of 10—not a 12-year-old boy.” @VickiBryanBondA on $TSLA bondangle.substack.com/p/tesla-splits…

0 0 1 0 0

FinTwit Substacks @FinTwitSubstack

3 years ago

“Behavior shifts influence capitalism and commerce and culture. We can do our best to examine these shifts and predict their ripple effects, but ultimately we’ll have to just wait and find out.” @rex_woodbury digitalnative.substack.com/p/10-character…

0 0 1 0 0

Alex Brogan @_alexbrogan

3 years ago

Charlie Munger is a modern-day polymath and one of the most respected investors of all time. He credits reading 500 pages/day with much of his success—his children even call him a book with legs. Here are 20 of the most transformative books he recommends (to read first):

171 2K 7K 0 8K

FinTwit Substacks @FinTwitSubstack

3 years ago

“The contagion would be purely from a liquidity standpoint, and this is the biggest factor that would make the Fed rotate off the current tightening policy.” @deerpointmacro deerpointmacro.substack.com/p/fed-will-bac…

0 0 0 0 0

FinTwit Substacks @FinTwitSubstack

3 years ago

Strange Case of Dan Loeb and Daniel S. Loeb @kevg1412 cloudvalley.substack.com/p/strange-case…

0 3 4 0 3

FinTwit Substacks @FinTwitSubstack

3 years ago

“This piece allows anyone to absorb all of Gurley’s knowledge bombs in the fraction of the time it took me to do it. I hope this piece brings you as much value as it did to me.” @marketplunger1 on Bill Gurley macro-ops.com/the-bill-gurle…