Intrinsic Investing @IntrinsicInv
Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9w1BfO. Disclosures: https://t.co/fjmCVIq6D1 intrinsicinvesting.com San Francisco, CA Joined December 2015-
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Here's the replay of our Q1 client webinar. In addition to discussing the economy and financial markets, we profiled our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. ensemblecapital.com/event/first-qu…
Join us today at 1:30pm pacific time for our quarter market and economic update. We'll be profiling our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday for our quarterly client webinar. We'll be discussing markets and the economy, as well as our portfolio holdings Ferrari $RACE, IDEX $IEX, and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday, 4/8 at 1:30pm pacific time for our quarterly client webinar. We'll be reviewing financial markets and the economy, and discussing our investments in Ferrari $RACE and IDEX $IEX. ensemblecapital.zoom.us/webinar/regist…
I keep seeing data that shows mid/small cap businesses are trading at significant discounts to large caps and I get interested. Then I go look at actual mid/small cap businesses and I often get less excited. Most are not great businesses. Any recommendations for quality…
Short and sweet summary of the "Google won't be disrupted" thesis.
Short and sweet summary of the "Google won't be disrupted" thesis.
Great l/s fund on the west coast is looking for an analyst (0-3y experience). Preferably some experience on short side but all good if not. DM if interested and I will connect
In December we began the Gemini Era, and we’ve continued to make relentless progress since. Today we’re thrilled to introduce the next generation: Gemini 1.5 - hugely enhanced performance, highly efficient architecture & long-context length breakthrough blog.google/technology/ai/…
Of interest to $WSO longs (or shorts if there are any).
Of interest to $WSO longs (or shorts if there are any).
Important paper showing the gains to mothers and society from WFH. A 10% increase in WFH is shown to increase mothers employment by 1%. This is particularly true in professions which are more family unfriendly, like finance and marketing. Two implications: 1) WFH is driving…
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
IDEA GENERATION (8/N): INVESTOR LETTERS In addition to regulatory filings like 13Fs, some money managers opt to share their investor letters—also known by a whole lot of different names: shareholder letters, hedge fund letters, letters to investors, letters to shareholders,…
@MarceloPLima @atelicinvest Here is Google+SGE's response to one of the questions in @kevinroose's article about Perplexity. How is Perplexity better than this? It's basically the same thing, right?
For fans of Perplexity, what are the key features/advantages it provides that Google Search with SGE does not?
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.

Brandon Beylo @marketplunger1
97K 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
Pythia Cap: Vertical ... @PythiaR
64K Followers 909 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv... @TSOH_Investing
63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Idea Hive @ideahive
55K Followers 445 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Check out my blog here: https://t.co/ZptZfOvElj
Lawrence Hamtil @lhamtil
37K 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
117K Followers 848 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
Paul Enright @pmje73
21K Followers 196 Following
Leandro @Invesquotes
53K Followers 883 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Galician Investor Qua... @GaliciaInvestor
60K Followers 220 Following Analista de negocios, aprendiz de Buffett, inversor en calidad. Un análisis en profundidad al mes y seguimiento de mi cartera (16%CAGR 20-25)
Andrew Kuhn @FocusedCompound
45K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Emérito/Numantia Pat... @foso_defensivo
80K Followers 1K Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Chris Mayer @chriswmayer
59K Followers 273 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Bread Crumbs Research @breadcrumbsre
25K Followers 551 Following People-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
InnocenceCapital.AI (... @InnocenceCapit1
16K Followers 2K 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”.
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Deep Insight Labs @DeepInsightLabs
66 Followers 139 Following AI agents for financial research and investment management
vjraj @victorjraj
65 Followers 569 Following
Brijesh Gupta @Brijesh_82
0 Followers 18 Following
Pine Capital 🌲 @pinetree_cap
1K Followers 4K Following Discovering companies and people to invest. Trying to make it as boring as possible. Investor $NBIS, $RKLB, $OSCR, $DLO, $BMNR
Sohil Shah @sohilshah79
0 Followers 18 Following
Brian Madonick @BM3520F
10 Followers 136 Following
Inflection Investor @Stockinflection
52 Followers 167 Following Markets junkie. Searching for the truth.
FA🅿️ER @TEAMFAD3R
82 Followers 228 Following Crypto & NFTs // Stocks // Sports Betting // Discord: FADER#1446 💸💸
amandine @amandin16569072
129 Followers 498 Following
Xirlun @Xirlun0866386
17 Followers 1K Following
echoblink @abaryadin
39 Followers 1K Following
MonaVirginia @6K10198KI4aAA
7 Followers 1K Following
Susobhan Mishra @mishra_susobhan
17 Followers 69 Following
Natasha Clower @natashaclower
93 Followers 166 Following Clarity Coach | Wealth Consciousness Expert | Step Into Your Purpose-Centered Abundant Life
Gromitcap @gromitcap
27 Followers 238 Following
Elmer Valle @elmer75374
2 Followers 20 Following
zxc99663311 @zxc99663311
257 Followers 2K Following
Natasha Nataliea @Natitatia
36 Followers 482 Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Ronak Rathod @RonakRRathod10
188 Followers 1K Following
Jason Osier @osier_jd
28 Followers 128 Following
Rahul Sekar @ProductHopper
56 Followers 200 Following "To appreciate beauty, To find the best in others, To leave the world a bit better." Venture Capital Analyst @ Magna International | Carnegie Mellon Alum
Kevin @k_214_sp8
5 Followers 144 Following
Griffen Eley @geley_02
5 Followers 32 Following
StockMKTNewz @4FK5anocyCjG1z6
181 Followers 691 Following Free Stock Market News that is FAST, ACCURATE, CONSISTENT, and RELIABLE | Not Just Stock News | My Daily Stock Market Recap is the link in my bio ⬇️
Invierte 360 @invierte360
63 Followers 94 Following Visión completa para tus inversiones Análisis, estrategias y consejos para tomar decisiones inteligentes. Todo en un solo lugar: 360° de inversión.
FannyFox @72NnD29cP38Q2
14 Followers 1K Following
Atlas @AtlasStrat
30 Followers 207 Following Exposing the obscure & obvious in startups you use. Building FinTech systems for C-suites. Building? DM BUILD for demo. (Going through fuckups alone ain’t fun)
Sophon Capital Resear... @Sophoninvest
3K Followers 601 Following 2 hedge fund analysts and a corp dev professional looking for compounders & special situations. We publish through @sophonatlas @alphaarkinvest
HoldcoPIKToggle 2 @HoldcoPIK2
52 Followers 629 Following
LouiseCarl @5MZ4DKsCQ31mU
60 Followers 2K Following
Et Cētera Research @etc_research
30 Followers 215 Following I look for value beyond consensus, turn rocks, dig deep, and swing hard on conviction. I zig when others zag. I share investment wisdom, never financial advice.
PearlHarte @330hEXLiKv5CH3i
41 Followers 2K Following
Uxuiooxe @Uxuiooxe276522
42 Followers 2K Following
Little G @dragoneater0711
5 Followers 14 Following
KarenArthur @9CBl649f4cX1EZ
5 Followers 378 Following
Loretta Gonzalez @LorettaGo62771
24 Followers 276 Following
IgnaTrader @IgnaTrader
7 Followers 26 Following
Dibyajyoti Dash @dibyajyoti_dash
483 Followers 1K Following U.S. Stocks Chief Strategist | CFA Charterholder Focus Areas: Tech Stocks (FAANG+), Consumer Retail, Semico
Rob T @RobT03382655702
4 Followers 42 Following
Linus Erhart @ErhartLinus
59 Followers 207 Following
SJR @SJR008
73 Followers 2K Following
Brandon Beylo @marketplunger1
97K 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
Jerry Capital @JerryCap
52K Followers 626 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
Pythia Cap: Vertical ... @PythiaR
64K Followers 909 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv... @TSOH_Investing
63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Long Equity @long_equity
67K Followers 398 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/O8Xi54ad01
Lawrence Hamtil @lhamtil
37K 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
117K Followers 848 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
Paul Enright @pmje73
21K Followers 196 Following
Emérito/Numantia Pat... @foso_defensivo
80K Followers 1K Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Chris Mayer @chriswmayer
59K Followers 273 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Bread Crumbs Research @breadcrumbsre
25K Followers 551 Following People-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Post M. @Post_Market
96K Followers 3K Following
Brett Caughran @FundamentEdge
45K Followers 4K 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!
John Huber @JohnHuber72
48K Followers 1K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Mithridatist @mithridatistcap
869 Followers 275 Following long/short equity, mostly consumer and technology
Diane Swonk @DianeSwonk
51K Followers 651 Following Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 38 yrs experience in financial services & consulting . RTs not endorsements.
Liger Cub (Byron Stre... @realLigerCub
9K Followers 1K Following Generalist public equities stockpicker. Long-biased, yet opportunistic. Author of Byron Street Research.
Irving Soh @IrvingSoh
1K Followers 654 Following Compounders, Microcaps, Insider Buying. I post writeups on great companies once a month @ https://t.co/bw0pU8DVpu
Ed Z @EdZarenski
4K Followers 955 Following Construction Economic Analyst, 30yr estimator, past runner, dogdad, granddad. PSU. read more at Blog https://t.co/59SmXauUUJ, or https://t.co/J9Xiw7nzFN Ed Z edzarenski
Mark Gurman @markgurman
428K Followers 2K Following Breaking News on Apple & Tech. Bloomberg Managing Editor. @UMSI Board Member. Send secure tips on Signal: markgurman.01 or email [email protected].
Rihard Jarc @RihardJarc
58K Followers 3K Following Tech Investor & writer. I cover in-depth dives and alternative data on tech (here and in my newsletter with over 14k subscribers). Tweets are only opinions.
Daily Chartbook @dailychartbook
33K Followers 402 Following The day's best charts & insights, curated: https://t.co/N9qmOV94DF
Financial Times @FT
6.2M Followers 1K Following Big stories and breaking news as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
HousingWire @HousingWire
128K Followers 73 Following HousingWire provides unique data and research, respected business journalism and must-attend events for housing leaders.
Plan Maestro @PlanMaestro
25K Followers 1K Following I’ve lived once-in-a-lifetime events way too many times
Parker Ross @Econ_Parker
23K Followers 657 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
Andrej Karpathy @karpathy
1.4M Followers 1K Following Building @EurekaLabsAI. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets.
Seth Bannon @sethbannon
34K Followers 676 Following Entrepreneur, investor. Founder of @fiftyyears. Make something civilization needs. Also: https://t.co/xhMPeOCKIN
Nick Bloom @I_Am_NickBloom
20K Followers 669 Following Stanford Economics Professor, research on Working From Home, co-founder of https://t.co/CWq4DqmFvI
Toby Ord @tobyordoxford
26K Followers 154 Following Senior Researcher at Oxford University. Author — The Precipice: Existential Risk and the Future of Humanity.
Reid Hoffman @reidhoffman
778K Followers 674 Following Co-Founder, LinkedIn. Currently using AI to cure cancer faster @manas_co.
Yann LeCun @ylecun
955K Followers 765 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
Jeff Dean @JeffDean
367K Followers 6K Following Chief Scientist, Google DeepMind & Google Research. Gemini Lead. Opinions stated here are my own, not those of Google. TensorFlow, MapReduce, Bigtable, ...
Inflection AI @inflectionAI
50K Followers 3 Following We are an AI studio creating a personal AI for everyone. Our first is @pi, a supportive and empathetic conversational AI.
Mustafa Suleyman @mustafasuleyman
169K Followers 486 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMind
rat king 🐀 @MikeIsaac
187K Followers 7K Following NYT tech reporter. tell me stuff at [email protected] or [email protected] / Text my signal username with tips: MikeIsaac.38
Cade Metz @CadeMetz
31K Followers 1K Following New York Times reporter, covering A.I., driverless cars, and other changes: [email protected]. My book, "Genius Makers": https://t.co/TJBqNRKR5Q.
Prolumine @Prolumen
92 Followers 57 Following Once you’ve seen the world in the form of flows, gradients, and complex systems, it’s impossible to go back.
Magnific.ai @Magnific_AI
53K Followers 4 Following The most advanced AI upscaler & enhancer. Magnific can hallucinate and reimagine as many details as you wish (or none) guided by your own prompt and parameters!
Bang for the Risk Inv... @W_Scott_Griffin
3K Followers 399 Following Husband & father of 3. 30+ year stock investor. Emphasis on companies with high ROIC + durable growth. ‘Heads I win. Tails, I don’t lose too much’ - M. Prabrai
Japan Stock Feed @TeddyOkuyama
9K Followers 483 Following
Made in Japan 🇯�... @InvestInJapan
9K Followers 907 Following Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
Sophia @SophiaKnowledge
3K Followers 2 Following We track countless data points for our own investment purposes. Many we share here, for free, in the spirit of open-source | BETA | Not investment advice
Mikhail Parakhin @MParakhin
23K Followers 21 Following
Jim Fan @DrJimFan
327K Followers 3K Following NVIDIA Director of Robotics & Distinguished Scientist. Co-Lead of GEAR lab. Solving Physical AGI, one motor at a time. Stanford Ph.D. OpenAI's 1st intern.
coloradotravis @coloradotravis
65K Followers 1K Following gone from here, woe to those who remain. find me at bluesky
Mira Murati @miramurati
371K Followers 574 Following Now building @thinkymachines. Previously CTO @OpenAI
Chris Salviati @chris_salviati
2K Followers 365 Following Studying urban economics with a focus on the rental market @ApartmentList. Also riding bikes and walking the dog. That about sums it up.
Dario Perkins @darioperkins
71K Followers 3K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
OpenAI @OpenAI
4.4M Followers 3 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6Lg202