Gunterton @FintwitHunter
Maybe the real IRR was the friends we made along the way. Phoenix Joined November 2020-
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Introducing Whole Earth Brands $FREE: A hidden growth story in a cash-generating machine. In this write-up, we uncover the competitive advantages and opportunities set in this post-SPAC CPG company overlooked by investors. bit.ly/32jVFy8
Introducing Thunderbird Entertainment $TBRD $THBRF: A fast-growing entertainment studio poised to benefit from the streaming wars. In this short write-up, I explore the investment thesis around Thunderbird "selling pickaxes during a gold rush." bit.ly/3sKQNxR
Great article around @tbirdent and broader #OTT industry by @taylor_hndrson. I encourage everyone interested in the space to give it a read.
Great article around @tbirdent and broader #OTT industry by @taylor_hndrson. I encourage everyone interested in the space to give it a read.
McToonde @McToonde0482
0 Followers 73 Following
Sheneat @Sheneat135143
1 Followers 200 Following
Creshond @CreshondcoUhv1
0 Followers 130 Following
Steeslu @steeslu26118
0 Followers 199 Following
Pepeyneyth @pepeyneyth30220
2 Followers 155 Following
Seali @Seali420493
116 Followers 3K Following
Tepochar @tepochar61642
31 Followers 2K Following
Pheigh @Pheigh189901
31 Followers 2K Following
Sesichoo @Sesichoo19115
133 Followers 1K Following It doesn’t mean I’m lonely, when I’m alone😌Life on earth is expensive, but it includes a free trip around the sun.🥱
A_JaneD_J2 @J2Janed28641
3 Followers 271 Following
Galesmash @galesmash3233
141 Followers 2K Following
CFD AutoTrading @CFDAutoTrading
2K Followers 3K Following Automated trading systems for #ProRealTime Professional provider, solid algos for growth 🚀 📱https://t.co/TOww5LO6eS #autotrading #algotrading #trading
Smooquousl @smooquousl82481
259 Followers 4K Following
Tatetay @Tatetay181522
64 Followers 2K Following
Shedousme @shedousme39012
148 Followers 3K Following
Teesit @Teesit1472328
28 Followers 2K Following
Make money easily @IIlw7YrZhi4sJ3Z
6 Followers 538 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Datellys @Datellys129684
164 Followers 3K Following
TBRD Investors @TBRD_Investors
8 Followers 71 Following $TBRD.V and $THBRF Investors - See website below managed by @railroadranch
alpha @forthealpha
103 Followers 327 Following here to learn. Planning is important but the most important part of a plan is to plan on the plan not going according to plan. ideas, thoughts, not advice
Another value investo.. @RecoveryTrade
2K Followers 5K Following Public markets value investor by night, PE investor by day. Interests: HY / EM / Stressed Credit, Real Assets, Value w/ Catalyst. 中文/Eng
Cachica @diegorafaelgrau
102 Followers 1K Following Apasionado de las Finanzas. Mis tweets son solo opiniones, no soy asesor financiero.
Canadian Chirp @CanadianChirp
37 Followers 381 Following
Dedesgiraffe @dedesgiraffe
9 Followers 348 Following
Tobi (PreisundWert) @Preis_und_Wert
1K Followers 413 Following #Investieren in Aktien mit Preis kleiner Wert (#ValueInvesting). Hart pro Demokratie, AfDler werden geblockt. 😉 früheres Wikifolio: https://t.co/pfGVqhjEyn
Dzmitry Miranovich @dzmitry9
3K Followers 938 Following Ex Carlyle investor. Veterinary rollup co-founder and CEO (16 clinics in 2 yrs). Partnering with vet clinics and advancing vetmed professionals 🐶🐮🐱
Adam Wilk @AKWilk
10K Followers 1K Following Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
KoolKatz @KoolKatz420
1K Followers 4K Following There’s a 50% chance I’m right. Mostly stocks and only financial advice if it works out
Joe Kuefler @ArbitragingTime
405 Followers 302 Following Trying to live at the intersection of preparedness, opportunity and luck.
nasdaqzaq @nasdaqzaq
7 Followers 109 Following
Michael Tsangaris @MikeTsangaris
617 Followers 379 Following Former assistant investment manager at a multi-family office. Special situations.
Capital Valor @CapitalValor
6K Followers 575 Following Institutional investor (single name moves mentioned are in my private book). Value focus.
yu @tosinoro
5 Followers 94 Following
Evovster @evovster
33 Followers 899 Following
Mick Englewood @MickEnglewood
990 Followers 5K Following Real estate M&A guy. @Ravens @Capitals. Buc-ees, Basshunter, Tacos & Trolls. #ReTwit #FinTwit #OccupySiliconValley $TH $CZR $PLYA $NRP $CLMT
Bryan Green @BryanGreenbaum
2K Followers 3K Following Ex- college wrestler, ISSA certified personal trainer, BJJ blue belt, Co-Founder of @fetchsocial_ and weekend economics lovers.
Andy Klasky @a_klasky
131 Followers 1K Following
haosorior @haosorior1
223 Followers 4K Following
varga @narwhalLP
76 Followers 960 Following
Duck Hudson @WaltHudson
2K Followers 444 Following Paperwork Enthusiast | Opinions Only | Large Advocate
Tapan Shah @tapkrishna
223 Followers 3K Following Exploring what I love to do and want to be best at it. (2019) Focus (2024)
Pete @PetefromArizona
20 Followers 419 Following
Miguel Piedrafita ✨ @m1guelpf
47K Followers 1K Following 22. serial builder, purple-haired dev @worldcoin, core @ConstitutionDAO, friendly ambitious nerd.
Brad @Brad08414464
4K Followers 712 Following Embracing variance @entropic_xyz. Living in the future. CS undergrad. Techno-Optimist (t/opt)
Beff Jezos — e/acc .. @BasedBeffJezos
102K Followers 2K Following chief accelerator & founder @ e/acc // thermodynamic priest // Kardashev gradient climber // memetic warlord // building @extropic_ai
Avi @AviSchiffmann
77K Followers 3K Following
Carl Quintanilla @carlquintanilla
425K Followers 6K Following 24 years @CNBC & @NBCNews / Peabody Award, Emmy, Murrow, duPont recipient / @WSJ alum / Board member, @NYCityCenter & @SH_cinema
Another value investo.. @RecoveryTrade
2K Followers 5K Following Public markets value investor by night, PE investor by day. Interests: HY / EM / Stressed Credit, Real Assets, Value w/ Catalyst. 中文/Eng
Nikita Bier @nikitabier
322K Followers 2K Following I make apps grow really fast. founder @gasappteam (acq by discord), ex-founder @thetbhapp (acq by facebook), ex-new products @meta
Logical Thesis @LogicalThesis
12K Followers 267 Following 80% Buy & Hold - 20% Swing Trader. SMID Caps. Market Commentary. Data Scientist. Tweets are my opinion & not financial advice. 🇦🇲
Will Thomson @wmthomson22
3K Followers 668 Following Massif Capital Founder/PM. Real asset investing in materials, energy and industrials. RT are not endorsement.
Lig Cap @Alias_Analytics
596 Followers 888 Following L/S PM, for my PA. Factor driven value & garbage hunter.
RivianTrackr @RivianTrackr
6K Followers 103 Following Explore Rivian's software updates and stay informed with the latest news. Your go-to source for all things Rivian.
James Stephenson @ICannot_Enough
203K Followers 720 Following @ElonMusk and I own Tesla (along with several other people).
Autism Capital 🧩 @AutismCapital
273K Followers 0 Following Citizen journalism with a humorous flair. Following Fintech, Crypto, AI, Longevity, and wherever big grift energy goes.
Bismarck Analysis @bismarckanlys
9K Followers 2 Following We help companies, governments, philanthropists, and investors in their vital role of advancing civilization. Since 2017. Founded by @SamoBurja.
Samo Burja @SamoBurja
60K Followers 233 Following There's never been an immortal society. Figuring out why. Founder of @bismarckanlys. @longnow fellow.
George Hotz 🌑 @realGeorgeHotz
248K Followers 174 Following President @comma_ai. Founder @__tinygrad__
Codie Sanchez @Codie_Sanchez
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.
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Conks @concodanomics
134K Followers 1K Following Global market mechanics. Male. STIR & market plumbing enjoyer. Serious works can be found via https://t.co/s5n2gkwveT. Writing a (hand)book. Not financial advice.
DokkDraws @Dokk_Draws
3K Followers 210 Following Artist, obscure history and occasionally funposts DM for suggestions or whatever
Shane Parrish @ShaneAParrish
512K Followers 3 Following Author of NYT bestseller Clear Thinking (https://t.co/BHBTqVjMAO). Mastering the best of what other people have already figured out. Over 600k read my newsletter.
Bonnie Glaser / 葛�.. @BonnieGlaser
107K Followers 857 Following Managing Director, Indo-Pacific Program, German Marshall Fund @GMFAsia, China, Indo-Pac, Europe-China, RT≠ endorsement. Mute/block bots & all nasty tweets.
UGE @UGE_Intl
3K Followers 163 Following Making renewable energy accessible and affordable for all. TSX Venture Exchange: UGE
Aristocratic Fury @LandsknechtPike
80K Followers 340 Following "We regarded war as entertainment, but it is a very real profession that wins and loses empires."
IS @scocap7
992 Followers 4K Following Inshallah - Not financial advice - DYODD - RT/Likes ≠ endorsement
Sofia Horta e Costa @SofiaHCBBG
234K Followers 2K Following Markets for @business. Back in London after 5.5 years in Hong Kong. Alum of @LSEnews @uniofwarwick. Views / retweets mine. Not on Instagram. Lisboeta 🇵🇹
ian bremmer @ianbremmer
778K Followers 2K Following political scientist, author, teach at columbia sipa, columnist at time, president @eurasiagroup, @gzeromedia. if you lived here, you'd be home now.
Katie Mack @AstroKatie
411K Followers 4K Following Cosmologist, pilot, author, connoisseur of cosmic catastrophes. @TEDFellow, CIFAR Azrieli Global Scholar. Cis. She/her. Dr. https://t.co/x5ErK7B0CB
Georg Fahrion @schorselysees
18K Followers 1K Following China correspondent @DerSpiegel. In 北京. Tweets in DE + EN, mostly about China + int‘l affairs, never not serious. Check your sources. Marveling at the universe.
Dan Carlin @HardcoreHistory
443K Followers 148 Following Dan Carlin's Hardcore History Twitter feed quote: Yes, I know the show is late... endquote
Shaun Walker @shaunwalker7
205K Followers 3K Following Covering central/eastern Europe for The Guardian. Author of The Long Hangover: Putin's New Russia and the Ghosts of the Past. [email protected]
Dr. Richard Harambe @Richard_Harambe
28K Followers 984 Following Professor of Food Sciences, Professor of Political Science and Pipeline Advocacy, 2nd Civil War Historian, Pickup Truck Superfan
Comfortably Smug @ComfortablySmug
296K Followers 7K Following My Interests: Finance, Whiskey, Politics, Books, Food, Meeting Strangers #altcenter Disinformation and misinformation researcher
Hank Green @hankgreen
1.6M Followers 989 Following You should get some socks: https://t.co/IMXCkqywav
Jason Robins @JasonDRobins
28K Followers 1K Following @DraftKings’ Co-Founder, CEO and Chairman of the Board
dara khosrowshahi @dkhos
133K Followers 678 Following Uber CEO; travel and sci-fi geek; gamer who doesn't have enough time to play much.
Uber @Uber
1.1M Followers 77 Following Go with ease ➡️ Go with friends ➡️ Go with confidence ➡️ Go anywhere 🚗 For customer support contact @Uber_Support
Daniel Ek @eldsjal
309K Followers 815 Following Father, CEO and Founder of @Spotify, @PrimaMateria_ and @NekoHealth
Galway Metals Inc (TS.. @galwaymetals
721 Followers 419 Following Two projects in Canada include Clarence Stream - an emerging gold district in New Brunswick & Estrades - high grade VMS in Quebec. 🇨🇦 $GWM.V 🇺🇸 $GAYMF
Human @navderek
78 Followers 212 Following Three dimensional space is but a projection of a four dimensional hyperspace attached to an eleven dimensional universe.
Jomini of the West @JominiW
198K Followers 330 Following Polemologist writer and speaker on all things related to human conflict. Discussions on waging peace, surviving war, and the fate of Humankind
Mike Clark / B+P @MikeCla58829893
724 Followers 333 Following Lumber guy / Softwood Lumber Strategist / Follow us on Substack / https://t.co/S7I5Qw3YoK
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.
Stinson Dean🌲 @LumberTrading
17K Followers 1K Following #Lumber trader. Husband. Father of 4. Fly Fishing. Chiefs. #BuildMoreHomes; 🧵 @lumbertrading
Turf Paradise @turf_paradise
9K Followers 6K Following Live Racing And Home Of The UNIBET SPORTSBOOK - Open Daily! Live racing through May 4
Dzmitry Miranovich @dzmitry9
3K Followers 938 Following Ex Carlyle investor. Veterinary rollup co-founder and CEO (16 clinics in 2 yrs). Partnering with vet clinics and advancing vetmed professionals 🐶🐮🐱
Ongoing thread of unusual party ideas I've heard lately (some great, some terrible). 100 beers of solitude: the party starts with 100 beers on a table in the middle of the room, and nobody is allowed to talk until all of them are finished.
In 2007, Charlie Munger gave a speech at the USC Law School. It contained his most crucial ideas for living deliberately. If you can master these 9 principles, they'll change your life (and help you live a better one):
One painting from every year of the 20th century, in chronological order. 1900: Sunbeams by Vilhelm Hammershøi 1/100
Do you ever feel that some cities are just more alive than others? It's probably because they're "mixed-use". This is a simple idea, but it changes everything...
Thank you to everyone who joined in on the fun and laughter in NYC for Off Topic Live and @RecreyoYT! 🗽🍎🙌 📸 @RedHatJessy
Hypothesis: Riding a bicycle for everyday trips is the gateway drug to local activism, and to realizing the crisis of democracy is government serving loudest voices, rather than majority. First thing that happens when you ride a bike for errands is, drivers try to kill you.
@FintwitHunter I agree to your analysis. Been in since it was around $1.5 last year. Around 10% of my portfolio, but I will add more if it goes down to around $2 (could be wishful thinking). This one will be a 50 bagger or close in next 5-8 years if they continue on their existing path! $THBRF
Sometimes it's better to be the arms dealer... Anyone else looked at $TRBD $THBRF? Modest position for me. Lots of optionality that appears cheap or free. Aligned incentives. Low/no leverage. What scenarios blow this thing up? What is the bear case?
Introducing Thunderbird Entertainment $TBRD $THBRF: A fast-growing entertainment studio poised to benefit from the streaming wars. In this short write-up, I explore the investment thesis around Thunderbird "selling pickaxes during a gold rush." bit.ly/3sKQNxR
@FintwitHunter I love seeing portfolios like this. High conviction/small # holdings akin to Shawspring Partners 13F, among others. Looking forward to your short write up on the Tontine holding.
The monetization power of good IP. NYT best selling kid’s book series -> NFLX show, toy line, graphic novel, interactive movie, and video game $TBRD.V businesswire.com/news/home/2021…
@FintwitHunter @BryanGreenbaum Any new news on $esgc. I thought numbers for the 6 months looked better than I thought
Warren Buffett on diversification (1998)
@FintwitHunter And the best part for me? Irwin Simon. He knows this space very very well and is one of the best at managing M&A with a strong balance sheet. Simon wouldn’t be here if he didn’t have big visions for the company.
@FintwitHunter Yeah, I agree! They have a very steady cash generating business that provides nice stability. People don’t know they ALREADY have a natural sweetener division that has a dominant market share and is growing at 26% a year. On top of this, they will expand into Free-from products
@FintwitHunter I do think eros was a mess on verge of bankruptcy. Looks like they generated 13 mil in 6 months ending sept still...
@FintwitHunter I currently only own two stocks. $FREE (80%) and $DMS (20%). Interested to see your write up on whole earth brands. I personally think it’s still undervalued.
@FintwitHunter He seems very confident from my read. I can't come up with why it won't get done
@FintwitHunter Buying esgc ... almost half position. You are obviously very concentrated. Either very good or very bad!
13/ Look forward to any feedback and dissenting opinions. Appreciate you making it to the end.
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