Liberty 💚🥃 @LibertyRPF
OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 22,900+ subscribers) LibertyRPF.com Subscribe here → Joined October 2013-
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This cognitive hack will never cease to amaze me: Whenever I have a coding problem, or a design problem, or a story problem - something that definitely requires a discrete yet creative solution - and I can't work through it at all, I do this: I go to bed, but as I'm falling…
Looking at Capex to Gross Profit (to normalize for biz models; I deduct fulfillment expense from AMZN) for GOOG/AMZN/META/MSFT. From 2017 to 2024, Capex/GP is surprisingly only up from 23.2% to 25.8%. MSFT: 13% -> 26% GOOG: 20% -> 22% AMZN: 48% -> 26.7% META: 19% -> 29.7%
Intel's stock has a CAGR of 3.48% over *20 years* (yes, I know, dividends... but still)
GERMAN OFFICIALS FALSIFIED EXPERT ADVICE TO MISLEAD ON NUCLEAR LIFE EXTENSIONS German officials blocked the legally-required release of crucial documents for twenty months to avoid this story coming out. Journalist @dg_graeber pursued in court and then sifted for weeks through…
GERMAN OFFICIALS FALSIFIED EXPERT ADVICE TO MISLEAD ON NUCLEAR LIFE EXTENSIONS German officials blocked the legally-required release of crucial documents for twenty months to avoid this story coming out. Journalist @dg_graeber pursued in court and then sifted for weeks through… https://t.co/539AI6bb3F
I still really like how Roper will break out organic, M&A, and FX for each division of the company. More companies should report things like that:
Google has had its fair share of skeptics, including yours truly. While the stock price used to embed some tension about Search's future, following AH rally it appears that $GOOG is finally priced as "AI winner". Here’s my highlights from earnings: mbi-deepdives.com/goog1q24/
$MSFT Cloud run rate gross profits surpassed $100 billion this quarter
Number of commercial bank branches in the US since 1945: 💵🏦
🚨 New podcast alert 🚨 @jimmyasoni, author of "The Founders", stopped by to tell the fascinating origin story of PayPal. This one is PACKED with fintech history and some great anecdotes, so grab your 🎧 Spotify: open.spotify.com/episode/0Vrex1… Apple: podcasts.apple.com/us/podcast/s7-…
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
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.
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
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
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
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.
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”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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
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!
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
perd @perd990
143 Followers 2K Following
CompoSecure @CompoSecure
2K Followers 3K Following CompoSecure, Inc. (Nasdaq: CMPO) is a leader in metal payment cards, security, and authentication solutions.
Tanerl @Tanerl366429
1 Followers 169 Following
Rajat | Writing & Sto.. @rajtellstories
60 Followers 129 Following Tweets on Writing, Psychology and Marketing. I help brands tell better stories.
Micro Macro Marco Pol.. @mmmpcap
59 Followers 188 Following
Michael Owen @MichaelODtrader
24K Followers 767 Following A simple & Logical Approach to trading-Full time Analyst •Trader| Master’s Degree in risk MANAGEMENT| Master’s of Technical Analysis| Knowledge, Growth & Health
Thasear @thasear47259
0 Followers 158 Following
John taravella @Johntaravella5
610 Followers 2K Following easy going enjoying life and making the best BBQ
exit22capital @exit22capital
2 Followers 106 Following
AnthonyCreswell @CreswellGSM
515 Followers 4K Following
Teighs @Teighs128709
0 Followers 169 Following
Kelce $SPZI Vibes @TropicsStephen
899 Followers 4K Following $RNVA - Lotto Play / $SPZI /JP3E - 💯% Retirement
KBE @ottawaexcavates
665 Followers 5K Following
Ashwin Krithik @krithik_ashwin
33 Followers 322 Following
Kazim Talpur @KazimTalpur
174 Followers 2K Following IT Lecturer @ Swinburne University of Technology | Data Scientist & Researcher
Himanshu Jain @Himansh25112000
42 Followers 720 Following Curious & Enthusiastic| Trying to be more open in Social Media| Explorer| Incoming student in Canada
moniez olivier @MoniezOlivier
32 Followers 334 Following It’s not how much we give but how much love we put into giving.”
Il Consigliere @AShipAtSea
223 Followers 6K Following “I would say I am exactly like a ship carrying a cargo that will never reach any port. As long as I am alive, that ship will always be at sea, so to speak”
Kevin Stevens 🔋⚡.. @kevindstevens
6K Followers 999 Following Investing @EnergizeCapital | I tweet and write about investing, energy, company building and leadership.
SuperMareeo👲🏽 @SuperMarius19
218 Followers 111 Following I'm in My Prime | The Search for the 10-bagger begins. Currently exploring five out of ten potential candidates📊
SwiftSky @SwiftSky288685
18 Followers 2K Following
salaryman @SadSalaryman24
21 Followers 128 Following
Obinna Isiadinso @OCIGlobal
195 Followers 172 Following Data Centers and Digital Infrastructure Investments. Former Africa PE specialist. Dad of two.
Singu @compoundin17
176 Followers 530 Following Uncertainty is certain. Not investment advice. Always do your own due diligence. I know I know nothing, you don't, therefore I'm smarter. Fade the know'ers.
aqib @muhammedaqib
151 Followers 597 Following Observer by disposition. Deeply troubled by the limits of human language. A personal, public memoir of life.
Nagamani Sivanesharaj.. @NagamaniSivane3
583 Followers 7K Following I am faith of god I am searching holy places in the world
Jeffrey Due @DueJeffrey
64 Followers 421 Following You make most of your money in a bear market, you just don’t realize it at the time.”
Gonzalo Martin @qualitysnowball
2K Followers 245 Following Investing in the stock market📈 | Long term oriented ⏳| Quality at fair prices💰| Focused Portfolio 💼 | Currently preparing CFA Level II
valerio @ValerioDus
24 Followers 128 Following
Michael Doherty @MikeyDoh89
143 Followers 752 Following
Elon musk @EMusk18858
10 Followers 157 Following
עו״ד גיא ונ�.. @VenigGuy
32 Followers 281 Following עו״ד מסחרי ומרצה, מחבר הספר ‘להשקיע בתבונה - פסיכולוגיה ופרקטיקה בהשקעות’. אין בציוצים כדי להוות ייעוץ מכל סוג שהוא.
Angus @Angus1333037
0 Followers 10 Following
Ma'moon Ali - مأم�.. @Mamoon89
3K Followers 308 Following
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
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.
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
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
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
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
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
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.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
Alex Hormozi @AlexHormozi
627K Followers 108 Following Day Job: I invest and scale companies at https://t.co/gQN7OehYd2 | Co-Owner, Skool. Side Hustle: I make content showing how we do it. Grab my new book here ⬇️
Kyle Chan @kyleichan
8K Followers 578 Following Princeton sociology postdoctoral researcher. Writing on China, India, industrial policy, infrastructure, development, clean tech: https://t.co/Ufm8Z2juZY
Vintage Maps @vintagemapstore
307K Followers 5 Following Exploring the world through the lens of cartography and design. 🗺️ Vintage maps, propaganda posters, modern infographics, and heraldry.
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.
Saeah Lee Wood @saeah
4K Followers 2K Following Making Beautiful Books for Indie Authors at Otterpine
Ben Wilson @BenWilsonTweets
14K Followers 569 Following I share lessons from history's greatest leaders. Creator and host of @HTTOTW podcast | Founder & CEO at https://t.co/nojjElXF0e | You might have heard me on @MyFirstMilPod
Andrew McLuhan @amicusadastra
4K Followers 1K Following Training perception. McLuhan in Residence. Poet for hire. Probably probing. Word Herder. Word play all day.
Alex O'Connor @CosmicSkeptic
71K Followers 79 Following "supposed intellectual powewrhouse" (sic) - Peter Hitchens. "Unusually Penetrating" - Richard Dawkins. Host: Within Reason Podcast
Jim Keller @jimkxa
34K Followers 136 Following CEO @tenstorrent, Cofounder @atomic_semi @BayaSystems and FlexAI board member. Fan of 2x2 matrixes, books, refactoring and creative tension
Viral Reddit Videos @ViralRedditVids
4K Followers 0 Following 🎬 Your hourly dose of Reddit's hottest videos! Stay tuned, stay trending. 🌐
Ruxandra Teslo 🧬 @RuxandraTeslo
17K Followers 3K Following Genomics PhD 🧬 @sangerinstitute | Somatic Evolution in Aging & Cancer | long- form https://t.co/ipFMYGuR84 | Emergent Ventures | views my own
Jack @Jac5Connor
4K Followers 4K Following Coder, Language Nerd, Skateboarder, RWRI. Author: https://t.co/aHFsrY0cEi CTO and Software Engineer
Eric @EricFlaningam
9K Followers 530 Following Tech research, value investing, and data visualization | $MSFT employee | Newsletter studying business & tech.
Speedwell Research @Speedwell_LLC
5K Followers 171 Following 📖 Free Newsletter & Memos: https://t.co/CDu3UvpBhu 🎧 The Synopsis Podcast: https://t.co/KBOlX3WDbJ ⬇️ for Research. By Drew Cohen & @kevg1412
Culture Critic @Culture_Crit
1.3M Followers 997 Following Tradition is not the worship of ashes, but the preservation of fire.
Alex Petkas - Cost of.. @costofglory
26K Followers 835 Following I quit academia to teach you what they should have taught you | Heroes, Persuasion, Tradition - Energy from the Past | Princeton PhD | Cost of Glory podcast
Teemacsj @Teemacsj
3K Followers 574 Following Student of investing greats...tweets are my own. Financial entrepreneur. Dad. Husband. Car nut. Dog lover.
Rohan Uddin @admiralbohan
441 Followers 4K Following Building @MortimusOrg w/ @rehmcap | Always freewheeling, never boring | Essays at https://t.co/bmfBlhK0Ak
The Compounding Torto.. @CompTortoise
5K Followers 129 Following Research on high-quality growth companies | digging deep into the financials | serial acquirers | ex. senior finance manager (SME) | Substack newsletter
Devon Eriksen @Devon_Eriksen_
38K Followers 285 Following Author, Engineer, Sharpshooter, part-time Daemon Prince of Tzeentch. Not a cat. If you see hell everywhere you look, then perhaps hell is inside your eyes.
David Senra @DavidSenra1
3K Followers 1 Following I read a biography of an entrepreneur every week and tell you what I learned on @founderspodcast
Casey Handmer, PhD @CJHandmer
28K Followers 3K Following Physicist, Immigrant, Pilot, Dad. Former Caltech, Hyperloop, NASA JPL. Founder @terraformindies. Read scrolls. Build more solar!
Neil Thanedar @NeilThanedar
4K Followers 2K Following I help ambitious optimists change the world! 💪🌎 Founder: @UtopicVentures 🚀 @Labdoor 🔬 @Avomeen 🧑🔬 @AirtoAll 🏥 Author: https://t.co/2NYU6fXxNX 🌍📖
Techmeme @Techmeme
430K Followers 962 Following Top news and commentary for technology's leaders, from all around the web. This account shares top-level Techmeme headlines. Visit our site for full context.
Chairman Birb Bernank.. @Bonecondor
27K Followers 5K Following seeking win-wins || financial ms. frizzle || BD @osec_io || mischief and BD @westhamgc
Will Schoder @willschoder
2K Followers 1 Following professional schema builder. i will give you a big hug.
James Krellenstein @jbkrell
4K Followers 2K Following nuclear power, hiv+mpx+covid (previously), energy, physicist by training, gay
Lumine Group @Lumine_Group
520 Followers 42 Following Lumine Group (TSXV:LMN) is a global acquirer of communications and media software businesses.
Diego Rojax 🤖 @diegorojaxx
145 Followers 214 Following AI Artist @osventuresllc | Designer | Futuristic | Artist based in Bilbao-Bogotá | For projects and collaborations: [email protected]
Web Design Museum @WebDesignMuseum
148K Followers 15 Following Web Design Museum exhibits thousands of screens and videos of old websites, mobile apps and software from 1990s to mid-2000s.
MachinePix @MachinePix
216K Followers 73 Following Amazing feats of engineering. Tweeted by @kane and https://t.co/c2bRClqVy5.
RK27 @rk27272727
158 Followers 1K Following
Jordan Ruimy @mrRuimy
38K Followers 14K Following Editor-In-Chief at https://t.co/BQKoq4emkc . Tomatometer-approved critic.
Ellen Fishbein @EllenRhymes
3K Followers 467 Following Publisher of short-form books at https://t.co/LY0IEa3FDk
Atman @atmanpandya
804 Followers 333 Following Sharing ideas on unlocking peak performance at work and in life. Ex-Strategist in an Investment Bank. Now carving my own path. Building @osventuresllc
Julie Fredrickson @AlmostMedia
39K Followers 6K Following Founded & sold shit. Angel invest & early stage (https://t.co/AAXsJuYK25) #FreedomToCompute married @alexlmiller via @Uchicago & Rockies. Autist Oracle Montana
✨ Constellation Hat.. @NotMarkLeonard
1K Followers 355 Following 🌌 Gazing at the $CSU Constellation Software universe one insight at a time. 🇨🇦Small-Caps📈 $TOI.V Topicus $LMN.V Lumine Group💙 of 🏒⛳️ 🔭 🎶
Nick Tawil @nicktawil
107 Followers 82 Following @osventuresLLC Chief of Staff O'Shaughnessy Ventures combines a deeply rooted interest in all things art, science, investing and tech.
Katherine Dee @default_friend
44K Followers 4K Following art bell fan. can’t stop listening to gordon lightfoot. i write about internet history and culture, commission me. bylines all over. @thecomputer_room on insta.
mykhailo @0x77dev
192 Followers 594 Following Ukrainian software and hardware engineer, security enthusiast, and visual artist. Fellow/ @mercatus EV '22 & @osventuresllc '23
Rohan Taori @rtaori13
2K Followers 1K Following phd student @StanfordAILab🌲| proud @Cal alum 🐻 | prev taught w @BerkeleyML
Andre Worrell🇹🇹 @AndreWorrell7
1K Followers 1K Following Here for: Finance, Business & Investing. Friend of the FinTwit Community 🤝. I'm also that guy that'll strike up a conversation with you on the airplane 🙂 OSV
If you haven’t seen @falloutonprime, I really recommend it. It’s really entertaining and well done. Not simple to take an amazing video game and translate it to a series in a way that’s compelling and true to itself. Customer response has been pretty amazing thus far. After just…
Not sure I have ever heard a CEO talking about negative synergies of their acquisitions, but it's probably a good sign if the CEO feels comfortable sharing it. Good interview of $XPEL CEO.
@natfriedman A chatbot that doesn't moralize.
@LibertyRPF It went well! I'll write down some thoughts and advice I picked up and send them your way in the morning
@borrowed_ideas Well when I say lower quality I’m just saying FCF conversion is going to be lower. On growth vs maintenance, I take a different view. I don’t think it matters. We should look at all capex as the same: the value we get as owners is what is left over plus whatever growth is…
@JohnHuber72 @borrowed_ideas Capex runs ahead of depreciation (2x higher for Meta for example) so it follows that earnings are overstated, but it’s not clear if they are over or under earning on a cash flow basis unless you take an opinion of growth capex. The maintenance vs growth capex matters because…
Fave part of “Office Space” is when the Bobs interview Bill Lumbergh. They hit him with “Peter is a straight shooter with upper middle management written all over him.” Then at (0:29) in this vid, one Bob has to hold the other Bob back when Bill disagrees.
More notes on big tech earnings quality, GAAP and FCF. Asset growth at these companies has been so extreme & so recent (PP&E up 3x in 5 yrs) that I'm not sure it's fully appreciated. Great businesses, but $200b of annual capex is likely a headwind to ROICs:
One counterpoint to this idea that intangible investments are causing GAAP earnings to be understated at companies like $MSFT... Their capex is far greater than their D&A currently (e.g. MSFT D&A is ~15b but they will spend 50b+ on capex this year). So perhaps the R&D spend…
@JohnHuber72 isn't the debate entirely on what's maintenance vs growth capex here? I don't think neither side (bulls or bears) can be confident about answering that but I think it may be bit of a stretch to say the earnings is lower quality. Unless the depreciation schedule proves to be quite…
Recording a new Smart Friends with @FoundersPodcast and @baldridgecpa today -- some of my favorite episodes. Will be incredible to look back on over the years.
Not everything that turns GAAP profitable gets added to the S&P 500.
@LibertyRPF At least in tech, the exit isn’t to IPO, which is too hard, it’s too sell to Google, Apple, etc … you want to go after antitrust and think the big companies are too big … then make it easier to IPO
@LibertyRPF Sarbanes dramatically increased regulation of public companies, and I believe there was a 2018 law that sharply deregulated private markets. Honestly I would like the US gov to reevaluate this, more public companies are good.
THREE MILE ISLAND COULD RETURN TO NUCLEAR SERVICE TO POWER AI REVOLUTION Three Mile Island, famous for a meltdown in 1979 in Unit 2 but with the reactor at Unit 1 in operation until 2019, could return to service in coming years. TMI closed due to cheap natural gas prices and…
VOGTLE 4 ENTERS SERVICE: PLANT VOGTLE OFFICIALLY NOW USA'S LARGEST Vogtle 4, a Westinghouse AP1000 reactor, has now entered full service. This means that with four large reactors, Vogtle will pass Palo Verde's three large reactors in Arizona as the largest power plant in the…
The romantic narrative that hunter gatherers only “worked” 15-20 hours a week to acquire their food and the rest of their time in rest and leisure never made sense to me. When I was 18, following a romantic neo-luddite idea of going back to the land, I moved to the Yukon…
Extreme Couponing (TLC, 2010-2012) was by far the best TV show on the topic of female autism
Wrote a White Mirror story about this..
If birth rates continue to plummet, human civilization will end youtu.be/Pb8fX30QuR0?si…
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