Frazier @Frazier_Cap
Every business has a price at which you should buy it. For some that price is negative. Joined June 2018-
Tweets3K
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Followers1K
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Following225
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Likes62K
"My grandfather rode a camel, my father rode a camel, I ride a Mercedes, my son rides a Land Rover, and my grandson is going to ride a Land Rover…but my great-grandson is going to have to ride a camel again."-ex. Emir of Dubai MBS working hard to make it a reality for the Saudis
"My grandfather rode a camel, my father rode a camel, I ride a Mercedes, my son rides a Land Rover, and my grandson is going to ride a Land Rover…but my great-grandson is going to have to ride a camel again."-ex. Emir of Dubai MBS working hard to make it a reality for the Saudis
Why are big European multinationals with most of their revenues coming from outside the Eurozone (big fx tailwind) trading like they are going out of business compared to their US peers? $SAP $ADS $ADDYY
I remember fintwit telling me that Bytedance was a 60% EBITDA business at the core and had better margins than $META, but even gross margins are not 60% and Q1 2022 was the first quarter with positive EBIT. wsj.com/articles/tikto…
Big energy Twitter account stacking verbal information without backing statement with DATA. Let's do a quick and dirty thread and peel the chicken with some! x.com/doombergt/stat…
Big energy Twitter account stacking verbal information without backing statement with DATA. Let's do a quick and dirty thread and peel the chicken with some! x.com/doombergt/stat…
Pax Global did it again. They reported AH a profit alert indicating that Pax will achieve an eps growth above 30% for 1H. I expect Pax increasing FY guidance on results and beating the street (+15/18% growth and even our internal estimates +20% growth). Also, strong divi increase
$FB Guided Incremental Margins vs. Realized Incremental Margins
Freedom isn't free. Neither is stock based comp.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
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”.
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.
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.
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.
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
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
T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Trevor Scott. Al @TidefallCapitll
63 Followers 88 Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Chris Rogers @thecroge
133 Followers 1K Following
Annie Fujiwara @AnnFujiwa
62 Followers 5K Following
Tesla X Project @TeslAX_Proje
228 Followers 2K Following
Aiden Asher @AidenAsher66
421 Followers 6K Following The link on my profile will take you to a lucrative platform where you can earn money daily. This is the best project I ever came across in my entire life. Wow!
elonhatesjews @elonhatesj58244
22 Followers 547 Following
devchugh @devchugh
88 Followers 2K Following
LiliaToothill @LiliaTooth53137
11 Followers 774 Following
rohit @rohitshukLA789
61 Followers 798 Following
Searching @NegativeGW
7K Followers 745 Following No advice or original thought. Views are borrowed or stolen. Pot stirrer. Despite what you may have heard I'm really a generalist. DMs open. 自称保険の専門家
Wesley Alvin @wesley_alv4085
12 Followers 700 Following The link on my profile will take you to a lucrative platform where you can earn daily. This is the best project I ever came across in my entire life. Wow!
Unemployed Capital Al.. @atelicinvest
6K Followers 605 Following ex-Buyside PM. Now jobless and homeless, roaming around for lulz. Excuse my bad manners.
Edmond Dantes Capital @balkantraveler1
260 Followers 1K Following L/S Generalist. DMs open. You can find my research on substack: https://t.co/VsESqij0Pc
Lou Pai’Dib Atreide.. @EnergyPeddler
8K Followers 2K Following Proud supporter of North American fossil energy. Energy, Stocks, Macro #EFT
AL Khan @caan_al
29K Followers 3K Following Come for the memes, stay for the wisdom! Growing https://t.co/BdFo0bIIDx - Largest Platform for Hiring Latam Devs!
AlphaRepo @alpharepoinc
32 Followers 353 Following System of Record for Internal Buy Side Estimates and Models
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
David C. @inFocusDCPhoto
78K Followers 10K Following BSc in Civil Eng. & MSc in Transportation Systems. I like: travelling, photography. También: @inFocusDC.
Transformative Implic.. @TransformerCap
179 Followers 919 Following
AsymTrading @AsymTrading_
1K Followers 985 Following 20+ year student of the mkt. Swing trading breakouts from higher lows and tightening ranges on the highest ADR, highest momentum stocks. KK/KQ is the GOAT.
🐈⬛ @freecathflow
57 Followers 108 Following One of the ladies of L/O. REIT apologist. It was time to use a burner tbd on if I actually tweet. I’m lurkin #B1G
Borlaug @Borlaug_
3K Followers 988 Following Kingpin of the Bioprocessing Mafia. Investor doing God's work (compounding capital for LPs). Always looking for a good poker game
Sisyphus Capital @wup242
625 Followers 2K Following make money investor. IQ below 90. nothing original. Buy cheap improving ROIC, long duration assets early, constantly reassess and don’t get in the way.
Margaret Roehrich @MargarRoehric
14 Followers 3K Following
Javier 🤘 @JavViChaRTs
1K Followers 5K Following Engineer who uses technical analysis to swing trade stock and options.
Lisard Santos @LisardSantos
282 Followers 763 Following
Huntress Capital @huntresscapital
61 Followers 126 Following
Sheep of Wall Street @Biohazardz3737
3K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
Abby @El_Renzoo
25 Followers 430 Following
Mary @CoxA_dolfo98
969 Followers 940 Following The best and most beautiful things in this world cannot be seen or even heard but must be felt with the heart.
David Towers @dtowers4441
70 Followers 467 Following
Rory Johnston @RorryJohnston
75 Followers 1K Following oil market researcher I founder of https://t.co/TXJpoKLSa7 | former bank economist | markets, code, barbecue | subscribe to my newsletter
Gia Sisi @GiaSisi36835
27 Followers 383 Following
Kim Geier @kim_geier98409
118 Followers 3K Following
Torched_Capital @Hot_Fire_LLC
2K Followers 974 Following Some people just want to watch the world burn Consumer-focused, Long and Less Long Not investment advice but definitely food, wine, and spirits advice
manascripts @manascripts
57 Followers 953 Following Raised first funding, while wearing an over-sized suit that I borrowed from my dad. Now I write @ https://t.co/JtPTp5YiHY
threewood @PrestonSt2
133 Followers 2K Following
Jack Derwin @jack_derwin
934 Followers 2K Following Captain of Industry (self-styled) | Journo @CapitalBrief | Secure tips to jackderwin (at) protonmail (dot) com or Signal (jack.19)
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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”.
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.
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.
modest proposal @modestproposal1
100K 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
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.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Steads @winsteadscap
10K Followers 448 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
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
Dare Obasanjo🐀 @Carnage4Life
149K Followers 1K Following Opinions about product management, technology news and inclusivity in tech. Diversity is about demographics, inclusion is about creating a sense of belonging.
Bleecker Street Resea.. @Bleecker__St
8K Followers 84 Following Activist short-seller exposing overvalued stocks.
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
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.
Capital Capital @Cap1talCap1tal
179 Followers 464 Following Starting anew. Lover of stonks. Disliker of frauds. Still no profile picture. Personal account -- not investment advice.
@documentingmeta on T.. @DocumentingMeta
485 Followers 114 Following Opinions about Meta/AI/VR/XR/Metaverse. Techno optimist. USA immigrant. Own lots of $META $NVDA & $AMZN. Senior Software Engineer
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
i/o @eyeslasho
145K Followers 249 Following Independent and data-driven. Cognitive-decoupling radical centrist. Monitoring hyperpartisan thinking, blank slatism, culture and culture wars, and race.
Dirtcheapstocks @dirtcheapstocks
21K Followers 216 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice.
Davey @TheRealDavey2
4K Followers 881 Following A bear of very little brain. Trying to maximise tax losses. Avoid folly. Tweets are not recommendations.
Troy Teslike @TroyTeslike
145K Followers 26 Following Tesla Delivery Estimates: Data-driven & free. Early access on Patreon. My average error rate is 1.2% for Tesla's production and 2.7% for deliveries.
RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiot
Ian Bezek @irbezek
15K Followers 1K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Brett @CCM_Brett
10K Followers 2K Following Tweeting to get pushback on ideas. Listen to @chitchatstocks (or else)
Bejezzus☀️⚡️�.. @McBejezzus
166 Followers 75 Following Post about all things solar - esp $CSIQ these days. Not investment advice - do you own due diligence. Pro renewables, pro planet, pro future. GLTA 🍻
Joey Politano 🏳️.. @JosephPolitano
64K Followers 1K Following Writing a data-driven newsletter about economics @ https://t.co/IanQ9oPoPi | Nuance? In this economy? | he/him | Bi/pan
JapanDeepValue @JapanDeepValue1
3K Followers 272 Following 60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
Kira (Amy’s burner) @Klaudnin3
396 Followers 5K Following L/S TMT Investor, tweets are not investment advice
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
Upslope Capital @UpslopeCapital
22K Followers 489 Following Long/short. See website for important disclosures. May hold positions in securities mentioned.
TMT Breakout @heartbreakout
6K Followers 175 Following Tech Prop Trader | TMT Specialist | I write daily about everything that is moving Tech stocks that day | https://t.co/ZOuFklup34
Michael Martinez @MikeMartinez_AN
8K Followers 1K Following @Automotive_News reporter covering Ford & the UAW. TIME Magazine's 2006 Person of the Year.
Andy 🍕🏔️ @bizalmanac
8K Followers 423 Following 🧙Getting rich slowly | 🌆 Micro family office | 🏯quality x 🥦 growth x 👨🏭 owner-operator stonks | 🧘 Happiness snob | #BillsMafia | 🐉 Chaos is a ladder
China Beige Book @ChinaBeigeBook
40K Followers 487 Following CBB provides the world’s only large-scale, private data on the Chinese economy (RTs not necessarily endorsements).
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
jerkstore @Jerkstore212
398 Followers 516 Following
ExcessDefaults @ExcessDefaults
613 Followers 202 Following
Fred Liu @HaydenCapital
35K Followers 774 Following Global investor | Lifelong Learner | Understanding The World One Datapoint At A Time. Not investment advice.
Andrew Freedman, CFA .. @HedgeyeComm
25K Followers 3K Following Comms Sector Head @Hedgeye (Internet, Media & Cable/Telco) Also Software with @HedgeyeTech @HedgeyeSoftware For research, click the website link below!
CapMrkt KGB @CapMarketKGB
3K Followers 273 Following seeker of ~risk-adjusted~ returns. educational purposes only. DMs open.
Portsea Capital @portseacapital
4K Followers 404 Following tech/consumer takes. looking for a seat. I write longer form thoughts in my newsletter
Schopenhauer Capital @SchopenhauerCap
3K Followers 959 Following Investor and entrepreneur. I run a holding company + a software company. Tweets are my opinions and not investment advice.
Smoak Capital @dsmoak98
16K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
WTI Realist (Profitee.. @WTIBull
19K Followers 116 Following
Umami @umamivalue
2K Followers 2K Following A mean reversion guy in a secular trend world // Trying to keep it simple
Kourosh @kouroshshafi
7K Followers 1K Following archiving business tidbits “Make ‘em think, make ‘em laugh, make ‘em money.”
Internal Tech Emails @TechEmails
526K Followers 900 Following Internal tech industry emails that surface in public records. 🔍
Yann LeCun @ylecun
712K Followers 719 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
seppos invented the espresso
Oh here it is: Starbucks developing a zero to low calorie energy beverage. $SBUX
Tryhards when consensus long hyperscaler works
"hey bossman cool if I cut out 15 mins early 7 fridays from now? I need to pick my girlfriend up from the airport”
mcdonald’s vs ozempic 2: mcdonald’s strikes back
$MCD MCDONALD'S TO TEST LARGER BURGER THIS YEAR
Nathan, Portland let people riot every night for seven months in 2020 because liberals were scared that stopping rioters would be racist
America only looks like a free country if you don't dissent. The moment you challenge authority, the clubs come out and the true face of the society is revealed.
So Norway banned smartphones in schools and 3 years later, girls’ GPAs are up, their visits to mental health professionals are down 60% and bullying in both boys and girls is down 43-46%. That’s wild
Can someone explain to me how doing this at Columbia helps Palestine.
It's like 9/11 today for Omar Qazi and Sawyer Merritt. 🍿🍿🍿 $TSLA $TWTR
Some people are just born to be GM of EMEA
Coming out of the GFC, we learned that Austrian & monetarists did not have the intellectual flexibility to adjust their mental models. In the years ahead, I wonder if MMTers will have the ability to see the down side of pro-cyclical deficits?
Not unusual now to see research reports from banks with 2 pages of content and 6 pages of risk disclosures, which feels like a metaphor for the country as a whole.
Current over/under on Ken starting a show on Rumble and transitioning to full-time anti-woke "I'm a leftist, but" commentary: 6.5 months
taurean reads the play, tries to send rui to help, and he just doesnt lmaoooo
JAMAL MURRAY FOR THE WIN. AGAIN.
>#1 most popular housing policy in America, the only one with over 90% support >it’s “Enact Prop 13 nationwide”
What do we find? The people want price controls! And demand subsidies! And restrictions on Wall. St. investors! /11
Unsuccessful history you say?
Japan has a long and unsuccessful history of official FX intervention in the Yen. Now is no different. After a brief strengthening, Yen is already falling again. Only way to stabilize Yen is to allow 10-year JGB yield to rise sharply, which is something Japan can't afford to do.
“Illegal human life wagering scheme” is admittedly a better headline than “Apollo bought life insurance policies”
Fintwit - "Have you seen how crazy cheap Japan 🇯🇵 is with the low Yen? I'm gonna go there on vacation!" Also FinTwit - "The Yen needs to go much lower, USDJPY to 200"
Step 1: create a commie terrorist encampment Step 2: get your university sued into oblivion for said encampment Step 3: drain university endowments for ensuing settlements Step 4: destroy funding model for VC/PE because LPs broke Step 5: capitalism over
@sentdefender Hamas taking hostages? You don't say
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