Mat Roiss @InvestRoiss
Inactive. Write me a PM. Value Speculator. Inspired by Druckenmiller, Burry and beer. Love shorting and getting burnt by it. 🇺🇦 Fennecs are a awesome roiss.substack.com Joined December 2020-
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AI top.
When the product from $WISH.Com is better than the original.
When the product from $WISH.Com is better than the original.
So $TSLA cut the whole supercharger team. I was assured by Bulls that this is one of the biggest moats for them and will bring billions of revenues. Not great then. Seems that this combined with the NHTSA investigation is the reason we are saw the news yesterday. Furthermore…
Really adding the whole market cap of their biggest competitor is just a "may have gotten carried away"? It's hilarious.
Really adding the whole market cap of their biggest competitor is just a "may have gotten carried away"? It's hilarious.
Of course the Europeans think about why everything runs on US tech and the answer is simple: The ability to raise capital. There have been quite a few startups in Europe. The problem: Because it is not a united capital market, and Venture Capital was pretty sparse, the US…
Of course the Europeans think about why everything runs on US tech and the answer is simple: The ability to raise capital. There have been quite a few startups in Europe. The problem: Because it is not a united capital market, and Venture Capital was pretty sparse, the US…
Good . Fine them to death.
⚡JUST IN China April Caixin Manufacturing PMI 51.4 [Est.51.0 Prev.51.1] #China #PMI #manufacturing 🇨🇳 *REACHES HIGHEST LEVEL SINCE FEBRUARY 2023
⚡JUST IN China April Caixin Manufacturing PMI 51.4 [Est.51.0 Prev.51.1] #China #PMI #manufacturing 🇨🇳 *REACHES HIGHEST LEVEL SINCE FEBRUARY 2023 https://t.co/afILEpLgDM
How is this not fraud?
So you think that $TSLA will solve FSD. A good metric to look at is how many AI papers the companies publish. To retain workers, even $AAPL relented and allows their researchers to publish AI papers. The amount of papers Tesla publishes? Zero.
This isn't to great for $GOOG. Outsourcing a 10 person team from SFA to Munich will save some money, but given the lost knowledge not a lot.
I am generally not a great fan of needing a DCF to find out if a company is cheap, but doing a reverse DCF using mature company valuations is invaluable to see what the market prices in.
To the $TSLA bulls saying that they only need the $BIDU maps. Tesla uses Baidu maps since 2020. Why are Baidu providing the lane-level navigation?
More and more good news coming in. bloomberg.com/news/articles/…
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
🏴☠️ @calvinfroedge
32K Followers 2K Following Investor & Entrepreneur. American living and investing most of the last decade in LatAm. I run a service for shipping and commodity investors @MarhelmData
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
contrarian 8888 @contrarian8888
60K Followers 835 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Emil Baggie.tinkaren @Edark94
11K Followers 807 Following Swede with an interest in commodities & shipping | MsC Advanced Computing KCL | 🪳 #Tin cockroach 🪳| Armchair geologist
Matt Warder @mfwarder
14K Followers 2K Following Church of Baseball. Dad. Musician (New Single: https://t.co/LYKBzeiiAj). WV Native. Whiskey stan. #Coal. Energy/M&M/Economics.
Ina, Return of the Ni.. @IBuyCheapNPray
5K Followers 839 Following At the intersection of extreme cheapness & maximum pessimism. Mandingo from the Wooded Savanna. I believe in freedom from debt, thrift, and buying hard assets.
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Ultradeep @Ultradeep3
7K Followers 1K Following
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.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
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
Commodities MacGruber @GoForGrubes2
5K Followers 1K Following Commodities Investor. Very Long Oil and Coal. 60% Commodities, 20% Special Sits and 20% Short Garbage. *Not Investment Advice* Now kind of a Bitcoin douche!
Respeculator @respeculator
17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Ohio Capital Ideas @ohcapideas
6K Followers 1K Following “As far as possible without surrender be on good terms with all persons.”
Tristan @hurdle_rate
8K Followers 829 Following Portfolio Manager & Tax Agent - Not investment advice
Ian Bezek @irbezek
15K Followers 1K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
Chief Blueballed @blueballedmedia
85 Followers 230 Following Don't get screwed by AI HYPE!! I flunked out of college, I graduated from college.
Thomas Power @thomaspower
282K Followers 105K Following 100 Business Friends https://t.co/BvGT5aTnuF DM @WhatsApp https://t.co/8dGZKNZxYD Email [email protected] #BIP100
Anindya Ghosh @AnindyaGhoshLA
570 Followers 2K Following Founder @Washrunner - A web-based concierge laundry service - This is a real time documentation of my thoughts.
Shed Capital LLC @ShedCapitalLLC
370 Followers 737 Following @SiliconVlyBank Balance Sheet & Treasury team (former)
Smooth 09 (undocument.. @SmoothBrain109
64 Followers 663 Following Love the Messerschmitt Bf 109. You should see me in a 109. Hate the Nazis but love German engineering. Love Mustang & Spitty too!! Pronouns: P51, 109, Spit
Jurek Tomaszewski, DN.. @Jurek_Tom
3K Followers 767 Following Tu głównie prywatne opinie o inwestowaniu. Analizy międzynarodowych, jakościowych biznesów. Quality Investing | CAI, DNA Rynków. Nie rekomenduje
Chris Satra @CTsatra
210 Followers 1K Following
Ellen Musk 🇺🇦�.. @nastyteslaslut
221 Followers 1K Following Your access to this profile has been rate-limited.
Mark Hubbard. @MarkHubbard33
7K Followers 7K Following Long on oil & uranium; shorting wind turbines & bullshit. Love Western civilisation: tragic it's collapsing. ESG = Every Soul Governed: it's only about control.
Jon @Yieldjuicer
90 Followers 79 Following Investor primarily focused on equity, private credit, & REITs.
The Baron of Watford .. @rickysingtrader
535 Followers 2K Following 🇬🇧, 17y in 🇸🇬, FX & rates research & trading, centre right liberal. 100% pro 🇺🇦/ NATO / liberal democracy. Anti brexit, far left&far right, MAGA, Putin,xi
ethics gradient @vmlvnkn
139 Followers 566 Following Killing Time. Semi-retired in Cyprus 🇨🇾. Harmony enjoyer.
fintechphantasm @datafinancier
139 Followers 3K Following
Marc Lachapelle infos.. @MarcLachapelle
399 Followers 3K Following Lifelong experience in technology. Likes to integrate technologies for the greater good. vCxO, cybersecurity, PKM, hopefully soon CISSP FR/EN
John Smith @JohnSmi66808563
21 Followers 55 Following
Douglas Barton @Douglas34184094
59 Followers 100 Following
Lazzlo Mourn @Lazzlo_Mourn
37 Followers 165 Following The first 97 steps were too difficult. Working on the 98th.
Matt Hooper @ControlTheBoard
102 Followers 320 Following Numbers are relative, percentages are timeless. Value investor via pain.
TNTN @5631mega
14 Followers 154 Following
Finfluencer (finns p�.. @HenrikGrenstam
2K Followers 4K Following 80% finans och arkitektur. 20% trams. Följ på egen risk.
berrymccockiner @timetocookbeans
3 Followers 68 Following
OnlyFollow @OnlyFol35201188
594 Followers 541 Following Former hedge fund trader. I stalk my ideas. Vote with my dollars. I post to hold myself accountable and get engaged but only to a point.
Danilo @danilodomei
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chris @investor229
7 Followers 3K Following
owneroperator @avidfinlearner
131 Followers 3K Following Account purely for finance, economics and business
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80 Followers 350 Following
avi @adahan123
130 Followers 2K Following
KawKawUpInTheAir @kaw_in_the_air
72 Followers 758 Following
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Wizard of Waterloo @wizard_waterloo
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Santiago @santiagovelez82
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Mr. Compound💎 @Alwayscompound_
166 Followers 562 Following LT Investor - buy the dip | set on DRIP | let it rip
Cidadão Pernambucano @cidadaope
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wwwmanitobawww @ChunchengQ
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Biren @Biren56059071
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Bharath Guruprasad @BharathGurupras
162 Followers 1K Following
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Wolf Popper LLP @WolfPopperLLP
233 Followers 988 Following More than 75 Years of Experience & Integrity in Securities Litigation, Consumer Fraud Litigation, Health Care Litigation, ERISA & more. Attorney Advertising.
Avise Analytics @AviseAnalytics
6K Followers 3K Following An equity research firm with a special focus on #microcap & #smallcap #stocks . #biotech #OTC #NASDAQ
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
🏴☠️ @calvinfroedge
32K Followers 2K Following Investor & Entrepreneur. American living and investing most of the last decade in LatAm. I run a service for shipping and commodity investors @MarhelmData
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
contrarian 8888 @contrarian8888
60K Followers 835 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Emil Baggie.tinkaren @Edark94
11K Followers 807 Following Swede with an interest in commodities & shipping | MsC Advanced Computing KCL | 🪳 #Tin cockroach 🪳| Armchair geologist
Matt Warder @mfwarder
14K Followers 2K Following Church of Baseball. Dad. Musician (New Single: https://t.co/LYKBzeiiAj). WV Native. Whiskey stan. #Coal. Energy/M&M/Economics.
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 950 Following I am not as smart as I sound, so please don't listen to me
Ina, Return of the Ni.. @IBuyCheapNPray
5K Followers 839 Following At the intersection of extreme cheapness & maximum pessimism. Mandingo from the Wooded Savanna. I believe in freedom from debt, thrift, and buying hard assets.
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Ultradeep @Ultradeep3
7K Followers 1K Following
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
WTI Realist (Profitee.. @WTIBull
19K Followers 116 Following
Commodities MacGruber @GoForGrubes2
5K Followers 1K Following Commodities Investor. Very Long Oil and Coal. 60% Commodities, 20% Special Sits and 20% Short Garbage. *Not Investment Advice* Now kind of a Bitcoin douche!
Capital Valor @CapitalValor
6K Followers 575 Following Institutional investor (single name moves mentioned are in my private book). Value focus.
Respeculator @respeculator
17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
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
Turtle Bay @turtlebay_io
16K Followers 360 Following Business History l Investment Cases l Financial Data
Shed Capital LLC @ShedCapitalLLC
370 Followers 737 Following @SiliconVlyBank Balance Sheet & Treasury team (former)
OnlyFollow @OnlyFol35201188
594 Followers 541 Following Former hedge fund trader. I stalk my ideas. Vote with my dollars. I post to hold myself accountable and get engaged but only to a point.
Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
John Kemp @JKempEnergy
69K Followers 405 Following Energy analyst, public policy specialist, amateur historian. Currently at Reuters. Welcome constructive debate. Zero tolerance for trolling. Like = bookmark
Ole S Hansen @Ole_S_Hansen
62K Followers 611 Following Head of Commodity Strategy @SaxoBank and a regular contributor to both broadcast and print media. Broad focus, but mostly #gold #silver #copper #oil & #grains
f5 enter @ctrlopenbracket
1K Followers 2K Following
Warren Pies @WarrenPies
38K Followers 2K Following Founder @3F_Research...Formerly with Ned Davis Research, Recovering Attorney (step 4), Highlighting when I'm rt...downplaying when I'm wrong.
Steven M. W. @StevenM_W
315 Followers 964 Following Investor | Guitar/Bass tech, restoration, Luthier | 10+ years of beating the S&P500 | Head Lettuce | Making a literal difference metaphorically 🏳️🌈
The Real Norseman1 @Norseman1
20K Followers 696 Following Do you play to win Or are you just a bad loser?
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2K Followers 156 Following Building https://t.co/RJHYl9mXxi & https://t.co/6JIxECH7eC, investing in stocks.
Graham Rhodes @longriver_hk
2K Followers 382 Following Investor, writer and business owner. Trying to tear down my assumptions, one 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!
Altraman @TheAltraman
230 Followers 211 Following MSc, CAIA Pyramids & Pagodas - Blog on EM investing, geopolitics and macro with Desertfox (@Decipherintl) EM equities | PE | +7yrs buyside inv. dd research @█
Reg. BS @PD13158196
3K Followers 584 Following DEINFLUENCER of Shady Public Companies, Executives & Practices! 100% Personal Views, NOT Financial Advice
Alpha Exponent @AlphaExponent
107 Followers 221 Following Assessing businesses for investment https://t.co/Qc02kllZV7 Tweets are not investment advice.
Valuable @mackie_sander
850 Followers 104 Following Canadian value investor in search of lesser known companies - my tweets are just starting points and not financial advice please do your own research
やまもとひかる @Yamahika_da
75K Followers 93 Following Bassist(=・ω・=) Aooo【@Aooo_band】 Contact ▶︎ [email protected]
Banana Capital @banana_capital_
1K Followers 247 Following Value investing. Rock turner. I don't give investment advice, I am only sharing my opinion.
Turtleneck @Slowlearnerr
142 Followers 194 Following Slow learner 🐢 Investor focusing on the Japanese market and the nordics 🇯🇵💴💹
Continuous Compoundin.. @compoundersEX
394 Followers 408 Following Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 181 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Andy Constan @dampedspring
134K Followers 330 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Christian W. Röhl @CWRoehl
45K Followers 659 Following Vermögensverwalter in eigener Sache | Wanderprediger für selbstbestimmtes Investieren | mm-Bestsellerautor | #Aktien #ETFs #Fonds | Keine Anlageempfehlungen
Mountain Lawyer @Wildlaw406
6K Followers 986 Following Full contact legal nerdery. Here for RE, SMB, metacognition, macro econ, and outdoors everything. Partially domesticated.
Mutsumi/ムツミ @mutsumidtm
34K Followers 5K Following ATELIER Z/ Markbass/D'Addarioエンドーサー【MAD P.O.P Ba&作編曲担当】「Mutsumiのベース塾」→ https://t.co/96Wfv0kdB2 御依頼は [email protected]まで。
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Mementium @Mementium
619 Followers 483 Following STAGFLATION *tweets are opinions not investment advice*
Jehoshaphat Research @JehoshaphatRsch
5K Followers 507 Following I'm really glad you corrected me, Lisa. People are always really glad when they're corrected. - Homer Simpson Join our short ideas mailing list at link below
Lex◇investor @Inves2grow
2K Followers 1K Following Collector of shares. Self-taught, underdog who reads. Buying well lowers risk; patience gets paid. An art major who refuses to stay in his lane.
Rusholme Capital @rusholmecapital
3K Followers 493 Following Family office MD & investing nerd 😝 micro caps to private credit. Not financial advice
Paul Krugman @paulkrugman
4.5M Followers 129 Following Nobel laureate. Op-Ed columnist, @nytopinion. Author, “The Return of Depression Economics,” “The Great Unraveling,” "Arguing With Zombies," + more.
Ayase @Ayase_0404
528K Followers 217 Following 𝗺𝘂𝘀𝗶𝗰𝗶𝗮𝗻 - 𝗩𝗢𝗖𝗔𝗟𝗢𝗜𝗗 𝗰𝗿𝗲𝗮𝘁𝗼𝗿 - 𝗬𝗢𝗔𝗦𝗢𝗕𝗜 𝗰𝗼𝗺𝗽𝗼𝘀𝗲𝗿 𝗜𝗻𝘀𝘁𝗮𝗴𝗿𝗮𝗺 → https://t.co/BUSjVjZeNM
Not Hari Seldon @HariSeldomRight
4K Followers 1K Following Jr doc/researcher | Amateur microcapper | Lucky picks $LEAT 8x (2020-22) $EPSIL 5x (2021-22) $CPH.TO 3x (2022-24) - apparently getting worse | 6y CAGR 41%
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Blair Dulder CPA™ �.. @runaway_vol
9K Followers 2K Following Forbes 90 under 90. Loves @Disney. Interested in @GoldmanSachs & @markets_sh **literally a dude**
Fabricated Knowledge @_fabknowledge_
16K Followers 464 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Jason Hirschman @EightTrack180
9K Followers 807 Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
Financial Skeptic @FinSkeptic
1K Followers 597 Following Full-time microcap investor. Tweets are not investment advice! I can change my mind at any time!
Jean Philippe Tissot .. @jptissot1
4K Followers 1K Following Founder Arauca Capital - (no investment advice)
O’Hare Trade • Du.. @OHare888
10K Followers 889 Following Finding Value Through Focused Research PCX Options-Bear Stearns R.I.P🇺🇸🇵🇱🇮🇱
🛢️ Niklas 🛢�.. @FriesNiklas
282 Followers 137 Following Following O&G companies & green tech. Largest holdings #PTAL $VLE $AXL $VET
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
@InvestRoiss Just when the company should get the capital to go properly global, capital is not found in Europe, so it gets acquired or US capital enters.. And we return to the poorhouse and remain tech-slaves.
@InvestRoiss The problem is lack of EU capital or interest to go beyond series B funding. B-series gap forbes.com/sites/craigsmi…
@InvestRoiss She made the same kind of projections for Peleton $PTON when it was $150 per share in 2021. x.com/mattturck/stat…
Literally the #1 reason why America has produced so many incredible startups
$TSLA licenses out the supercharging network & then…lays off the entire org. 1. Who’s going to license it now knowing it’s a dead asset? 2. Wasn’t it supposed to be worth billions? 3. Doesn’t this look like a liquidity issue? Remember when it tried to ditch its showroom leases?
data suggests the fed needs to hike not cut not a great time to be taking too much risk. markets running the risk now of a double dip scenario
@InvestRoiss Feel free to come by Singapore. Happy to meet up
@InvestRoiss She is the face of everything wrong with this market. Just a liquidity madness since 2016
@InvestRoiss I believe investors have been lied to. Similar to @theranos and @nikolamotor
@InvestRoiss As the outflows in her fund increase (according to WSJ), her revenue projections increase. If we had functioning SEC, she'd be prosecuted for ignoring her fiduciary responsibility. Every fund on the planet has some sort of statement about "past returns do not guarantee future
@InvestRoiss Because publishing papers, like advertising Musk's baseless product capability claims, would open Tesla up to soooo many lawsuits.
@InvestRoiss Because no one wants to convict. Fraud can do whatever they want.
@InvestRoiss Robotaxis will generate 8-10 Ga-zillion in revenues in 2030
@InvestRoiss A very bright friend of mine went to work there in California… Quit after a couple months because “it’s a sweatshop, and everyone is so hyper competitive and cutthroat with each other” there is no culture, no friendliness, no humanity.
@InvestRoiss @contrarian8888 Smokescreen for a capital raise?
@InvestRoiss Char siu (barbecued pork), roast goose, egg tarts, pineapple bun with butter (plus milk tea). And ideally of course dim sum with locals and just try everything they order (if you haven't tried before)
@InvestRoiss Enjoy the greatest city in the world, even after all she's been through
@InvestRoiss It's completely insane. Great analysis to put this move into context $TSLA
@InvestRoiss There where will come a time when people will say how did I miss the easy opportunity, and we will say If I had just invested more
Gonna go ask the bank to give me a letter with my address on it, because shutting down my business requires even more paperwork and will take over a year
@calvinfroedge I think most even in rural setting can provide this type of documentation with relative ease lol
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