pb @LennyIce
whatever you are be a good one Philadelphia, PA Joined February 2010-
Tweets11K
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Followers9K
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Following3K
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Likes49K
Gucci’s 2 great eras in the last 30 yrs are the byproduct of internally-hired creative directors who are capable of shaping fashion cycles. They now have a new CEO+creative director (1st time they’ve hired external) tasked to become less vulnerable to the fashion cycle. $KER.PA
McNealy's Law (from 2006) - "technology has the shelf life of a banana"
Thomson Reuters on incumbent advantage re: AI. Quality of content point is fair and well trodden. Think their second point on prompt engineering advantage falls flat. It's exactly something a new entrant can suddenly re-imagine.
Thomson Reuters on incumbent advantage re: AI. Quality of content point is fair and well trodden. Think their second point on prompt engineering advantage falls flat. It's exactly something a new entrant can suddenly re-imagine. https://t.co/yLDCw1dxN4
CELH on c-store runway: "Red Bull and Monster, about 70% of their tracked sales are coming through convenience, whereas for us, it's around 58%. And that's not because of the lack of performance...convenience was really our last channel that we went into."
FIVN on barriers to scale in CCaaS: "There's been no new entrant of scale into the industry in the last 15, 20 years. And that's one reason. It requires a very, very challenging development, both on the voice side and the data side and on the software side."
This was a great read: Aswath Damodaran: ‘Investing is an act of faith’ ft.com/content/6b9537… via @FT
Satya on the lack of franchise value in tech nbim.no/en/publication…
Game of chicken
Game of chicken https://t.co/owXztaPIYc
Copart on total loss frequency: "can it exceed 30%, I think the answer is affirmatively yes"
WST CapEx Pre-Covid: 6-7% of sales, 50-60/50-40 growth/maintenance Today: 10-12% of sales, 70/30 growth/maintenance
“So what explains the contrast between celebrations in Kumamoto and headaches in Arizona?” - labor relations - helpful local partners - subsidies
"no one cared about holding working capital over the previous 3 to 4 years, right? Now all of a sudden, everybody cares about working capital because the cost of carry on working capital has gone up significantly" $DOV
Re-reading
modest proposal @modestproposal1
100K Followers 808 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
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
41K Followers 563 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.
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
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
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
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”.
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
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Thyhen @Thyhen177176
41 Followers 2K Following
Messoez @messoez19804
0 Followers 91 Following
Mperslur @mperslur11850
0 Followers 71 Following
slmyers.investor @slmyers780
195 Followers 1K Following software engineer with 7 years of professional experience. Investor with barbell style — $CRWD, $DDOG, $ZS, $TD.TO, $SU.TO
Michael Lee @michaelolee
173 Followers 2K Following
Geoff @Geoffrdu
112 Followers 547 Following
Houssem Ayed ♥️ U.. @houssemhayed
46 Followers 197 Following 21. CS/Econ. Whatever I write here is 60% data-based, 40% based.
Epstein Capital @MowTrader
42 Followers 130 Following Fundamental + technical Like swing trading and certain long-term plays Nothing is off-limits We found Ghislaine!!
Himanshu Agarwal @IMhimanshuag
169 Followers 708 Following Bridge Between Innovators and Investors 🚀
Rick Lobe @gangshalishyt
6 Followers 203 Following
Peauthes @peauthes15035
62 Followers 2K Following
Broken Moats @BrokenMoats
139 Followers 92 Following Research long and short. variant perception. Worked at two small cap focused hedge funds. Not investment advice.
Askar Top @AskarTop616150
20 Followers 693 Following
Tim Brown @Somersetkapital
20 Followers 111 Following
D.O @davidicdoc
10K Followers 182 Following
sebastijan @sebastijandimi1
445 Followers 2K Following
Ric Burton @ricburton
68K Followers 26K Following 🇬🇧 in 🇺🇸 & 🇿🇦 Helping teams wherever I can. Building @RES_COMPUTER—An Open Source Voice AI App
AlphaRepo @alpharepoinc
29 Followers 353 Following System of Record for Internal Buy Side Estimates and Models
stann @longrmb
318 Followers 2K Following growing human creative output exponentially one nudge at a time. @Roblox
Avigyan Bandyopadhyay @winwithindia24
136 Followers 2K Following Proud Indian. Fitness enthusiast. Marketing consultant by profession. Learning to invest in Stocks.
Terodo @Terodo635395
41 Followers 2K Following
Suyash @valueinvestor_1
141 Followers 2K Following Investor🦬 | Analyst🔎 | Reader📚 | LLB, CA and CFA Level III passed 🎓 | Curious Contrarian
Zella Carie @CarieZella239
4 Followers 131 Following
Sooki @Sooki1011329
69 Followers 2K Following
Smooruez @smooruez38372
123 Followers 1K Following
PJC @PhilipC64721080
20 Followers 158 Following
Argus @ArgusAeq
81 Followers 260 Following
Joy Cangao @joycangao
0 Followers 23 Following
CAC @cacoady
55 Followers 76 Following
Leete @Leete982114
36 Followers 2K Following
Miles Barakett @Financeguy102
1 Followers 42 Following
CA Abhishek Murarka �.. @abhymurarka
88K Followers 2K Following Growth and investments @angelonewealth CA | IIML | into startups via IB
bb @bb100fpc
31 Followers 75 Following
Vousa @Vousa277848
84 Followers 2K Following
TG🕊️ @Kellprogg
1K Followers 4K Following
Sletheeth @sletheeth55828
141 Followers 2K Following
Lina Rutha @LinaR10838
3 Followers 177 Following
Janice Charlsie @JCharlsie20173
4 Followers 177 Following
Nelda Leah @LeahNelda53425
4 Followers 177 Following
Doris Tomiko @TomikoDori91853
4 Followers 170 Following
modest proposal @modestproposal1
100K Followers 808 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
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
41K Followers 563 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.
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
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
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
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
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
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”.
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
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Brent Beshore @BrentBeshore
116K Followers 1K Following @PermanentEquity // @CapitalCamp // @MainStSummit // Author of "The Messy Marketplace" // Former atheist who now follows Jesus
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Samir @SamirTaghiyev
167 Followers 961 Following Small Caps PM @Mawer_Invest. Just trying to learn something new every day. Opinions are my own only and are not investment advice. Do your homework.
Tony Kim @tonywkim
804 Followers 2K Following Global technology investor & portfolio manager at BlackRock. San Francisco.
Jason Carman @jasonjoyride
19K Followers 2K Following Launching satellites @astranis & weekly startup documentaries via S³
John Coogan @johncoogan
37K Followers 1K Following EIR at @foundersfund, founder at https://t.co/M6AP0jXZjP
Rep. Jay Obernolte @JayObernolte
10K Followers 969 Following Proudly representing California's 23rd Congressional District. Small businessman, former mayor and state assembly member. Learn more at https://t.co/wHVuW5pTLi.
Chris Brose @cdbrose
5K Followers 1K Following Strategy @anduriltech, Sr. Fellow @carnegieendow. Prev: Staff Director, @SASCMajority | Policy Planning, @StateDept | @SAISHopkins | @KenyonCollege
sunny madra @sundeep
20K Followers 4K Following Head of Groq Cloud, prev co-f (@definitiveio acq. by @groqInc, autonomic acq. by @ford, and xtreme labs acq. by pivotal/@vmware), angel investor.
Prince Józef Antoni .. @aminorcivilserv
194 Followers 167 Following the village idiot contemplating the village atheist.
sarah guo // convicti.. @saranormous
91K Followers 3K Following startup investor and builder, founder @w_conviction. accelerating AI adoption, interested in progress. tech podcast: @nopriorspod
Tristan Hume @trishume
6K Followers 330 Following Performance optimization lead @AnthropicAI. Profiling, distributed systems, dev tools, interpretability. [email protected]
andy jones @andy_l_jones
4K Followers 326 Following engineering & research at @AnthropicAI. DC, SF, London
MatX @MatXComputing
855 Followers 30 Following MatX designs hardware tailored for the world’s best AI models: We dedicate every transistor to maximizing performance for large models. Join us: https://t.co/E3XexKHUSM
Reiner Pope @reinerpope
2K Followers 384 Following CEO and founder, @MatXComputing, developing high throughput chips tailored for LLMs
Sam Zeloof @szeloof
27K Followers 106 Following
Joe Magyer @Magyer
10K Followers 340 Following Founder and Managing Partner @SeaplaneVC. We invest in early-stage US technology startups. Previously cofounder and CIO at Lakehouse Capital. Go Dawgs.
Fundomo @fundomo
220 Followers 0 Following
Limit Break @limitbreak
52K Followers 9 Following
Gabriel Leydon @gabrielleydon
1.1M Followers 602 Following @LimitBreak @FreeNFT @Digidaigaku @ERC_721C
Noam Brown @polynoamial
34K Followers 611 Following Researching reasoning @OpenAI | Co-created Libratus/Pluribus, the first superhuman no-limit poker AIs | Co-created CICERO | PhD from @SCSatCMU
Sasha Rush @srush_nlp
52K Followers 464 Following Professor, Programmer in NYC. Cornell Tech, Hugging Face 🤗 https://t.co/cZl0wTfqGz
Trenton Bricken @TrentonBricken
6K Followers 2K Following Trying to figure out what makes minds and machines go "Beep Bop!" @AnthropicAI
Win Murray @WinMurray
247 Followers 424 Following FPL team #16748. DoR at Diamond Hill, previously DoR at Harris Associates. Timeline is way more casual than business.
Sigmond Thegrey @SigmondThegrey
115 Followers 293 Following
Noam Ben-Zvi @Noam_BenZvi
252 Followers 116 Following CEO & Co-Founder, @Placer_ai - location analytics for any physical place. Try us for free at https://t.co/zfjzeNpGEr.
Michael Mignano @mignano
15K Followers 1K Following vc & partner @lightspeedvp. former ceo & co-founder anchor (acq. by @spotify, now @forpodcasters).
Nadim Hossain @NadimHossain
4K Followers 1K Following VP Product @Databricks | Founder @BrightFunnel | ex @Uber ATG | Talk about #data #ai #analytics #saas #selfdriving #vc #sf | #tennis #boxing fan
Sholto Douglas @_sholtodouglas
15K Followers 857 Following Scaling Gemini @Deepmind - working towards intelligence too cheap to meter
Dirty Water Analyst @BeantownStonks
181 Followers 1K Following investment research, public markets, ESG, sports
Lazer @Lazer_HQ
158 Followers 0 Following We help amazing companies such as @Shopify, @DapperLabs, @100Thieves, @NFL, @Coinbase, @ClassDojo, and more, design, build and ship incredible products.
James Hill-Khurana @jtvhk
4K Followers 5K Following Eclectic. Curious about machine learning, tech history, design, HCI and biomimicry. Prev, philosophy + cogsci, @uwaterloo.
Chan Zuckerberg Biohu.. @czbiohub
16K Followers 440 Following Accelerating science & developing new technologies to help cure, prevent, or manage all disease. Locations: #CZBiohubSF, #CZBiohubCHI & #CZBiohubNY
Kevin Zhang @kevinzhang
4K Followers 1K Following In search of ta'veren. Partner @BainCapVC, prev. @Fundera & @ColumbiaEntrep.
Geoff Lewis @GeoffLewisOrg
47K Followers 999 Following Not-A-VC. Entrepreneur @Bedrock | https://t.co/a2jYeAYhft | Self @ https://t.co/fAV75yWrsG | Temp Check https://t.co/xhZ3CEXGjp
Justin Strong needs a.. @GPTJustin
2K Followers 2K Following Talks about ML Papers and AI software engineering | Founder @ DeepUnit
Lindy Bindy @lindy_bindy
113 Followers 749 Following Buy side analyst tweets are not investment advice
Asianometry @asianometry
11K Followers 127 Following My name is Jon and I run the Asianometry YouTube channel. You can email me at [email protected]
Lulu Cheng Meservey @lulumeservey
80K Followers 2K Following “Meservey isn’t your typical flack.” -The Information. Founder of ROSTRA. Ex-Activision and Substack. TrailRunner cofounder. Writing https://t.co/4xKo7wQTQo
MetaCritic Capital @MetacriticCap
4K Followers 498 Following Looking for opportunities in Philadelphia..
FINAL │ Princeton 15, Yale 8. TIGERS CLINCH A SPOT IN THE IVY LEAGUE TOURNAMENT.
Thought this was interesting commentary from $fast
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA). In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within…
good walls van wilpe house, costa rica
Long Island Sound transit 1 of ~10 for the season nearly in the bag
This is good advice for investors, too
You should get new strings every 40 or 45 years whether they need it or not.
Every time I go to Soho I am quickly reminded why I should never again go to Soho
Outside of the finance org it has been surprising that there is not a major NOW diaspora running sw companies
Quinyon Mitchell allowed 0 TDs in 437 coverage snaps at Toledo. #Eagles
this guy just sold me merchandise for a private golf course that hasn’t been built yet
Zach Wilson after spending 2 weeks in Denver 😂
This is perfect. Words are free but actions have consequences. Put these administrators in charge of museums and bridges too.
BREAKING: University of Florida students chose to breakdown their encampment after being handed this of Allowable Activities and Prohibitive Items and Activities. Look at those Consequences for Non-Compliance 👀 University of Florida's chapter of Young Democratic Socialists of…
How did Cargurus come out of nowhere and become a leading marketplace for used cars?
Are there any examples of once dominant internet marketplaces or classifieds which were successfully beaten and replaced by a cashed-up new entrant that significantly outspent the incumbent on marketing?
Karl and Theo Albrecht, who both survived captivity in WW2 (Karl was captured by the Russians; Theo by the Americans in North Africa). Upon their release, they went home to Essen, and took over their mother's grocery store, which began the Aldi empire.
You wouldn’t last an hour in the asylum where they raised me
"Dining partners, regardless of gender, social standing, or the years they've lived, should be chosen for their ability to eat- and drink!-with the right mixture of abandon and restraint."
Preparing for the recession: “It is all a question of weeding out what you yourself like best to do, so that you can live most agreeably in a world full of an increasing number of disagreeable surprises.” - MFK Fisher, How To Cook a Wolf
"Insurance costs are up because of climate change!" Wrong. Check out the chart from Swiss Re. It's a very small impact. Losses from thunderstorms have been growing 8%/yr. Only 1% of that is from climate. The biggest driver? People moved to riskier areas & built bigger homes.
Hell is when some crypto thing starts using a ticker you are watching, and then your alerts are blown up with crypto spam.
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