George Hadjia @GHadjia
Founder - Bristlemoon Capital Writing about companies to help you understand them Subscribe https://t.co/qMdR4HXhka Views not investment advice bristlemoonresearch.com Sydney / New York Joined April 2016-
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"Look at Buffett; he's one of the best writers ever in the business world. It's not a coincidence that he's also one of the best investors of all time. If you can't write clearly, it is my opinion that you don't think very clearly. And if you don't think clearly, you're in…
This is spot on.
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.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Jerry Capital @JerryCap
41K Followers 564 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.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
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”.
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
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
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.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
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!
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
SouthernValue @SouthernValue95
10K Followers 2K Following Infinitely curious. DMs open. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Sam Siampaus @siampaus45096
17 Followers 46 Following
Ben Joseph @sbjoseph4
34 Followers 490 Following
Trace Cohen @Trace_Cohen
17K Followers 9K Following Memes, Family Offices, Angel/LP 30+ @fi_dogs @uizard @teal_hq @eatpopchew @hyperwriteai @turingsaas @knowstartupss / sign up for my newsletter below 👇👇👇
BeverlyKitty @ol53Z7q4l3Igw
0 Followers 102 Following
Slought @Slought0RuAC
0 Followers 113 Following
Paul Donahue @Paul_Donahue19
13 Followers 30 Following
Economic diplomat @Aldoplomacy_Q8
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George Williams @GW_Investor
23 Followers 226 Following
Slothtreecap @slothtreecap
17 Followers 332 Following
Thelma_ @Thelma270523
34 Followers 2K Following
Rushil @03rushil
45 Followers 586 Following Trading below my intrinsic value | Interested in all things Investing
Lucian Stefan @LucianCStefan
110 Followers 895 Following Tech Capital | @BCG || Talks about #TechM&A, #funding, #startups, #innovation & #tech - mainly focused on Europe
Ian Hopping @ianhopping1
38 Followers 207 Following
BMcap @ksmr819
0 Followers 831 Following
Bear Rehab @BearRehab420
94 Followers 61 Following
Alan Soclof @AlanSoclof
3K Followers 1K Following A GenZ Investor Trying to do Things the Buffett Way | Writing a Stock Newsletter to 5,000+ Subscribers | All Opinions Are My Own
morganwu @morganwu8
84 Followers 1K Following #FinTwit and everything interesting. Sometimes I just retweet to profile tweets for myself
Charu Suresh @charusuresh1
164 Followers 2K Following SAAS Marketing Consultant. Innovating at the intersection of tech and marketing. #SAASMarketing #DigitalStrategy
Sgt. Pepper's Capital @SgtPepperCap
155 Followers 127 Following Founder, owner, CEO and CIO of this Twitter account
Leo Caroli @lhcaroli
1K Followers 897 Following Global Equities | 🇧🇷 | *tweets are not advice* | Procuro negócios mundo afora e vou escrevendo em https://t.co/wiImeEBiw9
Peter Carr @PeterCarrNY
29 Followers 267 Following
A L @Jaychou232
50 Followers 2K Following
keith bolognese @BoloTrades
295 Followers 571 Following Wall Street veteran trader consistently outperforming the SP500
Jarrett @sjarrettr
147 Followers 1K Following
Trilok Hebbur @trilok_hg
74 Followers 238 Following - Building https://t.co/mYrG25Vybu and https://t.co/XmkqFPDgch. - First startup in 2009 and many since then. - I talk about start-ups.
Graham Hawes @PVofFCF
2K Followers 516 Following
Logan @ljkatzman
18 Followers 530 Following
Arthur Begeman @ArthurBegeman
23 Followers 461 Following “I have three principles: doubt, doubt, and doubt.” - François-Marie Wojcik
valuesuckkk capital @ready4liquidity
9 Followers 26 Following
Peyo @ptitemouille
29 Followers 620 Following
terrynce @Terrynce
48 Followers 2K Following Quirky, tech-savvy, art-loving bookworm. Driven to use tech for good, always seeking new perspectives.
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.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Jerry Capital @JerryCap
41K Followers 564 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.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
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”.
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
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
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
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
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
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Rob @Trader_Rob1
13 Followers 646 Following
Michael Li @Michaelli2021
155 Followers 802 Following Investment Analyst at a Global L/S Hedge Fund. CFO at Atlas Academia. Investor in Sydney Science College. Christian. Views are my own.
Morris Chen @MorrisC92129681
1 Followers 8 Following
FirstMark @FirstMarkCap
20K Followers 431 Following Early-stage venture capital firm based in New York City.
Tim Staermose - Globa.. @globalvaluehunt
8K Followers 791 Following Most people prefer to fail conventionally than take a risk on unconventional success. Not me. Value investor in Africa. https://t.co/RTzciyn1P6
Jason Choi @mrjasonchoi
148K Followers 3K Following Co-founder @Tangent_xyz, host @theBlockcrunch. Ex GP @TheSpartanGroup. Trying to navigate time frames well. Thoughts: https://t.co/bJMqeWDH63
Tina @moreproteinbars
8K Followers 3K Following δ γ θ 📉📈 smoothing curves and exploiting kinks, SIG Alum. Rebuilding after natural disasters. 🌊🌬️🌪️Energy derivatives trader. Never investment advice. 🛢️
Ed Miller @EMHMiller
1K Followers 2K Following
Caitlin McCabe @mccabe_caitlin
5K Followers 3K Following @WSJ reporter covering hedge funds in London. #IStandWithEvan Reach me: [email protected]
Alf @MacroAlf
424K Followers 248 Following Founder of The Macro Compass. Former Head of $20bn Portfolio. Next: CIO of my own Macro Fund.
Austin Mitchum @austinmitchyblu
12K Followers 275 Following Equities prop trader. Mentor. Tweeting and writing about trading reviews, performance and stories from the frontline. Often underwater
Mike Alfred @mikealfred
156K Followers 520 Following Engaged value investor and board director. Recovering tech entrepreneur. Ultramarathon runner with four 100 mile finishes.
Great Great-Grand Cub @ggreatgrandcub
255 Followers 510 Following Net worth: $1,000,000,099 US dollars 😳😳😳 "damn ok shawty" "damn shawty ok" connoisseur
brian merrins @bonefish4
262 Followers 770 Following Husband, Dad, Mets, Bills, Blue Devils fan. Investing in small, generally controversial situations. No advice being offered.
RandomInvest @RandomInvest
1K Followers 892 Following TMT investor and PM. Learning in public. "Be a learn-it-all, not a know-it-all" - Satya Nadella
Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
The Giver @lazyvillager1
12K Followers 329 Following Megafund investor & former M&A banker│ Ex-Maplestory market maker│ Predicted $LUNA & $WAVES unwind│ Knitting threads on distressed/value/fraud in crypto
Ruth Simpton @RSimpton325
402 Followers 698 Following Family Office Manager / DM's open for managers and investors interested in connecting
Matt Humbaugh @MattHumbaugh
84 Followers 375 Following
Hot Dog Capital @HotDogCap
5K Followers 421 Following Investment Analyst / Process-Driven Special Situations
Sarah Tavel @sarahtavel
47K Followers 1K Following GP at @Benchmark. Student of escaping competition. Formerly product @pinterest. Ball and chain for @cklemke and 🧒🏻👶🏻.
Clayton Dorge @Clayton_Dorge
2K Followers 783 Following Aiming for simple, not easy - in work, life, work-life, and life’s work. ✍️ | Building @CapitalCamp ⛺️ | @MainStSummit 🛠️ | @apatterntolearn 📚
Marcus Today @Marcus_Today
8K Followers 1K Following 'The Stock Market Newsletter for Self Directed Investors'. Step into our inner circle for 2 weeks! FREE access - https://t.co/MrzfS6o5H0 📈🗞️💵
Henry Jennings @henryj007
3K Followers 1K Following Trader- Strategist -Musician - All round good guy! Financial market for 35 years!!
Edward O. Thorp @EdwardOThorp
20K Followers 2 Following Math professor, inventor, best-selling author, hedge-fund manager, gambler.
Forrest Funnell @forr_funn
997 Followers 1K Following I run a hedge fund, Principe Capital. Tweets are not investment advice.
Tom Waterhouse @tomwaterhouse
20K Followers 846 Following 20 years in the Wagering and Gaming industry. Founder. CEO. Investor @WaterhouseVC.
bubbleboy @bubbleboy_08
531 Followers 648 Following Ex-Goldman/Western Asset. ER, CRE & PE xp. Founder/CIO of largest global FX/VIX repo HF.
Weekly Snacks @weeklysnacks
271 Followers 4 Following Weekly newsletter compiling recent investment pitches, Twitter threads, and research. Insightful info in bite size snacks. | Author @paulcerro
James Marlay @Jimmy_Marlay
895 Followers 108 Following Co Founder of Livewire Markets. Tweets on financial markets with an occasional outburst on the cricket.
Equity Mates Investin.. @EquityMates
8K Followers 516 Following Every investor needs an Equity Mate. Join the community & learn to invest from beginning to dividend. No jargon, we guarantee.
Geoff Wilson @GeoffWilsonWAM
2K Followers 145 Following Geoff Wilson is the founder of Wilson Asset Management @WilsonAssetMgmt @FutureGenInvest
ToffCap @ToffCap
9K Followers 416 Following Fund manager. Looking at LOTS of companies and sharing ideas. Opinions, not advice | Research and Event-Driven ideas at https://t.co/e3LfxHHKsb.
Michael Billings @mabtito
3K Followers 5K Following Investor | SLC (Utah) | Links & ❤️& RTs ≠ Endorsements or Views
Rodney Forrest @RodneyForrest00
539 Followers 278 Following Sublime Funds Management (Family Office) Top Photo 📸 Sublime Point, Leura, Blue Mountains, Australia 🇦🇺
Hedgewatch (Brevartha.. @Hedgewatch1
994 Followers 288 Following Founder, Brevarthan Research. Armchair alpha. Frequently wrong. Opinions are not investment advice. Energy and other shorts. Some longs. Do your own research.
Robert Hess @robuhess
12 Followers 37 Following
SLC @SLC_Fund
1K Followers 864 Following Research. Generalist. Strategy. Business Models. Stocks & Options. SLC - StraightLine Cap
DAG Investments @DAG_Investments
2K Followers 695 Following Private family office of long-only, true long-term investors (inter-generational). Only tweet/follow about stock market and/or our holdings (see pinned thread).
Linda @Lin_DAO_
2K Followers 2K Following @fullcircle_fm airing Wednesdays at 10PM EST on https://t.co/lYdCTTeA8k
Travis Boersma @yodutchbros
2K Followers 134 Following
$PYPL Paypal misses on eps, beats on rev and raises FY guidance. +7% pre-mkt
1. 19yo Harvard Econ student Wesley Wang spends 2+ years on a short film 2. Posts the 12-min video on YouTube in Sept 3. Darren Aronofsky watches it in Oct and emails him “watched your film, can you drop out of Harvard?” 4. TriStar buy rights and Wang will adapt for big screen
YouTube is a ticket to the extraordinary One (really good) video turned Harvard student Wesley Wang into the youngest director in history to set up a movie at a major studio
Last of the Wall St bonus clearing this week or next depending on your tax choices. Thinking about starting your own fund? Some unsolicited free advice worth a, well, hopefully of some well meaning help. Some basic rules:
@GHadjia Have been long at times, but just wonder if this format gets boring in time. Like eBay. Also I know of no males on the platform or maybe won't admit it. 🤔
Holy crap, that's a lot of expensive, flooded hypercars!
PINS deep dive
Bristlemoon just published a deep dive (c.16k words) on $PINS. We detail the many changes to the platform that we believe will cause revenues and earnings to accelerate well-beyond sell-side numbers and management's 3-5 year targets:
Get ready to be inspired! 🎧 Tune in to hear our CEO, @SavneetS, share his journey of transforming PAR into a thriving success story on the Restaurant Owners Uncorked podcast. Dive into the episode here: ow.ly/5BnZ50Rr8N7
@MarketPalmer_ Favor micros/small-cap LT investments ( don't trade ) Some of my favorites to learn from inc: @GHadjia @Matthew_Garasic @rich_toad @BrianFeroldi @ValueIn84502221 @IrrationalMrkts @pommelhorse9 @BornInvestor @iancassel @StockMKTNewz @MicroCapClub @TheMattCochrane @PaulAndreola…
The best reason to go to a top 10 American university: In a random class you'll have a governor's daughter, the son of a billionaire and two guys with 170+ IQ. It's a hell of a group of people to mingle with to succeed in life. I'm super anti-university but I'll admit that…
My test of almost any exec is whether they have studied DBS and how they infuse kaizen (continual improvement) into their culture and processes. A couple of my biggest business failures are not investing in Danaher alumni who went on to run GE and Ingersol Rand.
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…
“Corporate memory in Australia lasts five years” Over my 40+ years in the equities market I have witnessed individuals bankrupt a company or get banned by ASIC and return to corporate life five years later
After a not-so-brief 32-month hiatus, the Innovation Wrap is back! thomasrice.substack.com/p/flamethrower…
SF review Pros: - Asian chicks with purple hair - bomb Mexican food - weather and beach access Cons: - need a car - mid nightlife - traffic - way too quiet Overall I was stoked to get back to NYC and have lots to think about before potentially moving
@GHadjia Great writer (and investor) for sure. But worth noting that he’s certainly benefited from the talented assist of carol loomis in his writing efforts
Re-reading Barbarians at the Gate, I am reminded that the best business books are great because they are, ultimately, profiles in human psychology What other books would you put in the pantheon of business writing?
Good thread on starting a hedge fund. Just like sounding smart on X doesn’t make you a moneymaker, being a moneymaker doesn’t make you a good business builder.
A year ago I left my job at a hedge fund in NY to start my own fund, Bristlemoon Capital. Some thoughts below on the journey of launching a fund (both the good and bad):
Australian employees work less compared to the global average. According to data from The Organisation for Economic Co-operation and Development (OECD). The weighted average annual hours worked per employee was 1,752.00 in 2022 across 45 countries. Australia came in 20th at an…
Literally the #1 reason why America has produced so many incredible startups
@Rebrand_As_Y Watching another human being be sucked into the MTCH long
Our Gen Z Analyst on a site visit
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