Curious George Cap @ProsusForAll
Interested in companies with long term potential, ideally managed by an aligned & talented team not investment advice / DYOD Joined December 2021-
Tweets1K
-
Followers1K
-
Following297
-
Likes100
This short basket has been painful… Seems like the path of least resistance is higher for now, but I think we are closer to the 9th inning than 1st inning (as it relates specifically to unprofitable speculative growth, but perhaps also true for broader bull market, but who…
This short basket has been painful… Seems like the path of least resistance is higher for now, but I think we are closer to the 9th inning than 1st inning (as it relates specifically to unprofitable speculative growth, but perhaps also true for broader bull market, but who…
Equity markets wildly expensive Retail's favorite stocks have gone crazy Chamath is SPACing again Trump is tariffing everything Inflation is picking up Trump deploying the military to American cities And you're long shitcoins and borrowing on margin to sell options for income
Some pain over last two days ( $PLTR poster child over last week) but not nearly enough to clear out the speculative nonsense that remains pervasive. I am just as terrible as the next schmuck trying to guess where markets go near term, but I do think…
Some pain over last two days ( $PLTR poster child over last week) but not nearly enough to clear out the speculative nonsense that remains pervasive. I am just as terrible as the next schmuck trying to guess where markets go near term, but I do think…
$SG Early is same thing as wrong, barely made money on this short despite it being down >75% from last year’s (absurd) high (I covered several times on the way up and didn’t add enough back on the way down). Covered the short this morning for a small gain with lots of brain…
$SG Early is same thing as wrong, barely made money on this short despite it being down >75% from last year’s (absurd) high (I covered several times on the way up and didn’t add enough back on the way down). Covered the short this morning for a small gain with lots of brain…
geez, maybe I was nuts to ever short this. 2Q was absolute monster, beat and raise across the board. 41% incremental margins in 2Q25 (+420 bps Y/Y) and guide implies 37% incremental margins for the full year, which it looks like they will beat. DAUs +40% Y/Y (on a +59% comp)…
geez, maybe I was nuts to ever short this. 2Q was absolute monster, beat and raise across the board. 41% incremental margins in 2Q25 (+420 bps Y/Y) and guide implies 37% incremental margins for the full year, which it looks like they will beat. DAUs +40% Y/Y (on a +59% comp)…
Watching this closely. So many insanely priced stocks that have a lot of air below them once the speculative mania fades.
Shameful @TuckerCarlson
@TuckerCarlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and…
Closing this short with a ~30% gain. Super tiny position, so more of a psychological win than a meaningful PnL win (added 17bps to PnL, what’s the point). Didn’t have guts to make this bigger, and I think I mostly got lucky with timing (better lucky than smart). Don’t think it’s…
Closing this short with a ~30% gain. Super tiny position, so more of a psychological win than a meaningful PnL win (added 17bps to PnL, what’s the point). Didn’t have guts to make this bigger, and I think I mostly got lucky with timing (better lucky than smart). Don’t think it’s…
@CNBCFastMoney @EismanPlaybook @EismanPlaybook obviously highly intelligent and a student of the markets; however, his dismissal of US mounting deficits and debt reminds me a bit of @nntaleb ‘s Turkey Problem. It doesn’t matter, until it does, but it eventually MUST matter. If not, why not go into more debt…
low IQ thesis for the win...I am surprised this has lagged so much while growth/speculative stocks have been so strong. $DUOL is still in silly at this price, but less silly than a month ago.
low IQ thesis for the win...I am surprised this has lagged so much while growth/speculative stocks have been so strong. $DUOL is still in silly at this price, but less silly than a month ago.
Here is the summary of the yesterday's results (this is my heavily modified summary of what Perplexity spit out for me): 💰 Financial Performance Revenue Growth: Group revenue increased to $6.2 billion (from $5.5 billion in FY24), driven by robust e-commerce operations.…
Karan Gurnani @KaranMGurnani
3K Followers 872 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]
The Transcript @TheTranscript_
91K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Heavy Moat Investment... @stonkmetal
24K Followers 860 Following Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial advice
CAPITAL SIGMA Σ 🇿... @CAPITALSIGMAza
21K Followers 1K Following Software for equity & manager research, fund reporting & analytics. Home of the JSE treemap. Also covering 🇺🇸 stocks. Also SA life & politics.
Zairik Irfan @zairik_
539 Followers 2K Following doing stuff at a boutique investment bank. lover of Dutch ships.
Nobody @Nobody1584485
0 Followers 695 Following
Faizan Khalid @faizankmahs
12 Followers 25 Following
J Wednesday @Jon_Wednesday
626 Followers 5K Following Creative Media specialist | PhD in #Crypto Apeonomics | Onchain is the new Online Vested interests; #SWFC #Ibiza #DeFi #FIRE #Remain #Rejoin
mrstockguy20 @mrstockguy20
1 Followers 3K Following not accepting followers. strictly for following markets
- @AndrewMyth
80 Followers 3K Following
Undead Merchant @undeadmerchant_
60 Followers 199 Following
Tom Cuckerstein @tomcuckerstein
34 Followers 76 Following
Tigerthecate ₿ @Tigerthecateee
766 Followers 3K Following No second best #bitcoin ⚡️ Part time cat, part time investor Hobbyist miner DON'T GET TIRED OF WINNING
Ἀρχιμήδης @arXmedes
587 Followers 3K Following tech, crypto, finance, economics, physics, math & meme
Eric @Shakyisgreat
120 Followers 2K Following
Moreno @m_ndini
229 Followers 294 Following
Charles Mathew @charle5mathew
252 Followers 2K Following
smokescreen763 @smokescreen7631
21 Followers 2K Following
Hregorys @hregorys58662
4 Followers 40 Following
jlsi22 @JlStasi
319 Followers 4K Following
Tripp Callan @trippcallan
153 Followers 1K Following
Nicky "Rugrat" Koskof... @nicky_rugrat
296 Followers 3K Following
Oren Oliver @BentleyOren
1 Followers 363 Following
kevin @kevinkalnas5
257 Followers 324 Following
John Iverson @JohnIve00503214
51 Followers 409 Following
AP @andrewpelisek
94 Followers 3K Following
Nick Cascarano @NickCascarano1
0 Followers 32 Following
Jey Kroo @JeyKroo
14 Followers 49 Following
Woods @ShineWoods68
342 Followers 3K Following
Emanuel Paduret @EmanuelPaduret
7 Followers 35 Following
brother, I am ticket ... @whoisambivalent
617 Followers 375 Following I miss the old Harambe, rose gold Harambe
Michaël @Michal25491055
526 Followers 6K Following
Avraham Berkowitz @GlobalRabbi
9K Followers 10K Following President AZ Advisors, Scaling Good. Education, Health, Impact. Follower of the Rebbe, Rabbi Menachem Schneerson of righteous memory
Zack Douglas @ZackEsherick
63 Followers 1K Following
Gasbag Capital @GasbagCapital
511 Followers 2K Following TMT Dumpster Shiller - Selling your winners and holding your losers is like cutting the flowers and watering the weeds
jegerkul @jegerkul045
131 Followers 343 Following
David Jackson @DavidJa12173977
66 Followers 29 Following Father, husband, pharmacist. Charlie Munger/Phil Fisher/Nick Sleep. Holding PLTR and ABCL.
Wasteland Capital @ecommerceshares
120K Followers 394 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
The Transcript @TheTranscript_
91K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Rui Ma @ruima
69K Followers 751 Following AI, EVs, Robotics, Education, China. Mom. Also I help edit @techbuzzchina. Views personal. Ask me anything
Pythia Capital, No Br... @PythiaR
64K Followers 909 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Daniel S. Loeb @DanielSLoeb1
162K Followers 1K Following Investor in public and private equity and credit securities. 🇺🇸🇺🇸🇺🇸
Brendan Ahern @ahern_brendan
13K Followers 561 Following China/EM CIO responsible for +$6B Author of https://t.co/1FuX6wbJUT Personal opinions views & not advice KraneShares Funds' Prospectus & Disclosures https://t.co/9KJyrMutM1
Patrick OShaughnessy @patrick_oshag
291K Followers 2K Following building @psumvc @joincolossus hosting @investlikebest
Edwin Dorsey @StockJabber
117K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Founder @FOIAsearch. Email: [email protected]
Dalius - Special Sits @InvestSpecial
31K Followers 264 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +770% since 2017.
Chais @chais_g
232 Followers 914 Following
Manatee Research @Manateeres
5K Followers 0 Following Soft name. Hard Truths. We express opinions based on extensive diligence. Not financial advice.
Hedgefox @Beutty
1K Followers 5K Following Multa novit vulpes, verum echinus unum magnum Play your game DYODD
Kontrarian Korner @BR_Kelleran
4K Followers 2K Following Investor, speculator, and occasional degenerate gambler in the markets.
George Robertson @BickerinBrattle
19K Followers 2K Following First, was a commercial fisherman (winter Grand Banks in 70s). Expert in fixed income, equity, derivatives. Salomon, Bass, Jamie Sec, Cargill, Bass Bro. MSIM
shortpalantir @public_equities
10K Followers 52 Following A fool (me) and his money are soon parted. Tired of seeing grifters win.
Adam Taub @taubamush
2K Followers 3K Following I traffic in evidence and opinion. Ad hominems earn an instant block.
John Authers @johnauthers
84K Followers 6K Following Columnist, Bloomberg @business. Previously 29 yrs @FT Englishman in New York. Mexicanophile. RedSox&Seagulls4ever. Views mine except RTs Please sign up below:
THE SHORT BEAR @TheShortBear
169K Followers 554 Following Contrarian stoic trader and long term investor | 2013 | drive: Philosophy & Psychology | Tweets are purely for entertainment purposes and not investment advice
Allocator Training In... @AllocatorTrInst
213 Followers 565 Following Tools, knowledge, and courses to advance your career at an endowment, pension plan, foundation, sovereign wealth fund, etc. Visit our website to learn more.
Claire, aka Midwester... @MidwestHedgie
19K Followers 4K Following Veteran | M.D. fmr @usuhealthsci; shorts, governance, human rights, fruit & native plants, matters of the heart; not investment advice she/her
Mojo @MrMojoRisinX
5K Followers 433 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h
Cedar Street Research @CedarStResearch
2K Followers 537 Following Unconventional research (surprised how many people listen) specialization in Banks, Insurers and Specialty Finance. Not investment advice.
nico @nicochristie
25K Followers 4K Following co-founder of @fundamental and founder / ceo of Shortcut.
Spencer Hakimian @SpencerHakimian
179K Followers 41 Following Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
Bucket Shop Capital @bucketshopcap
22K Followers 1K Following Private investor. Former allocator and buyside TMT analyst.
Clark Square Capital @ClarkSquareCap
30K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsfOF
China Last Night @chinalastnight
3K Followers 504 Following The official blog account for @kraneshares.
Rene Bruentrup @fallacyalarm
9K Followers 565 Following Blending single stock, macro and thematic research into differentiated bull and bear cases | 15y Corporate Finance & Equity Research | CFA
MastersInvest.com @mastersinvest
26K Followers 1K Following Portfolio Manager - Adjunct Prof - 'ancora imparo' - NOT Advice - Study great businesses, founders, Buffett, Munger, Sleep, Li Lu, Akre https://t.co/zrxj4An2O4
mark pincus - e/acc @markpinc
121K Followers 2K Following Founder @zynga. Partner/Reinvent Capital. Passionate product maker, biker, surfer. Father of three amazing girls and two amazing boys!
Citron Research @CitronResearch
368K Followers 493 Following Citron Research | Since 2001, delivering bold market analysis & investment insights. Led by Andrew Left, empowering informed financial decisions worldwide.
Matthew Prince 🌥 @eastdakota
115K Followers 316 Following A little bit geek, wonk, and nerd. Repeat entrepreneur, recovering lawyer, and former ski instructor. Co-founder & CEO of Cloudflare (NYSE: NET).
Dennis Hong @dennisihong
2K Followers 2K Following “Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth.”
Vincent Daniel @VD718
15K Followers 3K Following Co-founder of Seawolf Capital- Binghamton University Alum- Mets, Jets and Value Investing Go Hand in Hand
Allocator Jobs @AllocatorJobs
5K Followers 3K Following Sharing jobs at endowments, foundations, pensions, SWFs, family offices, healthcare orgs, and OCIOs. Sign up here for job alerts: https://t.co/2q94Cng28z
Restructuring__ @Restructuring__
40K Followers 468 Following IB RX - MF PE - HF Investor sharing lessons mostly on Restructuring and Distressed Debt - Check out Pari Passu! DMs are open!
Toad Capital @rich_toad
8K Followers 498 Following 🏆 Equity research career advisor |👨💼 Founder, Richard Toad |🐐 Stories of investors & founders https://t.co/4UHum6O2LT
Shaun Rein @shaunrein
92K Followers 1 Following Founder of The China Market Research Group (CMR). Author of 5 books. The Split: Finding the Opportunities in China's Economy in the New World Order
William Mankivsky @WilliamMankivs1
2K Followers 715 Following Husband and father; Lifelong learner; Bostonian but Chicagoan at heart...Benet, Hillsdale, U of Chicago, Fidelity/Harvard Management /Adage Capital Partner
molson 🧠⚙️ @Molson_Hart
79K Followers 3K Following Founder and CEO of Viahart, a consumer products company. Founder and former CEO of Edison, a legal tech company. Doer of many things.
Stan Druckenmiller @standuquesne
36K Followers 12 Following
eye zen hour 🥶 @eyezenhour
74K Followers 786 Following Founder. Builder. Writer. Sharing insights in DeFi, Economics, & Business 🚀 Cooking @lofitheyeti on $SUI ♎️ @zeroomega_
Scott Lincicome @scottlincicome
99K Followers 999 Following @CatoInstitute Vice President (Econ/Trade), @DukeLaw adjunct, @TheDispatch newsletter-er. CH❤️RTS. You didn't read the article, did you? Go @Rangers.
Nick Timiraos @NickTimiraos
439K Followers 122 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Craig Brockie @craigbrockie
231K Followers 172 Following I spent 3 decades and 7 figures researching health so you don't have to | Best-selling author & ULTIMATE brand founder | Follow to look & feel 10 years younger
Stacy Rasgon @Srasgon
12K Followers 4K Following Semiconductors, stocks, scifi, and smallfry, from a serendipitous sell-sider settled in sunny SoCal. Apparently 65 in a 45 zone. Also banana tweets.
KraneShares @KraneShares
6K Followers 2K Following Delivering China & Climate ETFs ( $KWEB, $KRBN, $KBA, +more) and insights to investors. Website: https://t.co/MuYPrljtmg Prospectus & disclosures: https://t.co/taBFS7UXG2
Helene Meisler @Chartfest1
15K Followers 118 Following This is me, Helene Meisler, not some crypto hacker. I draw charts by hand.
Morpheus Research @MorpheusRes
15K Followers 0 Following Investigative financial research. Not financial advice. Get in touch: [email protected]
Seth Abramson @SethAbramson
834K Followers 19 Following NYT bestselling Trump and Musk biographer. Attorney. Retired journalism professor. More: https://t.co/irDWUjJ8hz and https://t.co/C61aEoBmYZ
Martin Shkreli @MartinShkreli
352K Followers 8K Following https://t.co/vJE5wyFDrX https://t.co/GUy99qMi2O - join our Discord! e/accTrends for United States
You might like
