Santangel's Review @SantangelReview
Organizer of the Santangel's Investor Forum, a private conference featuring undiscovered investors. santangelsreview.com Joined March 2009-
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Listening to Einhorn talk about a European chemical remainco, that has sucked for years, is what Sohn used to be about. It is great to be back!
Introducing the Rainmakers Archives: A curated series highlighting the foundational sources utilized in our podcast, 'Rainmakers'. Our inaugural source is a rare, exclusive interview with Richard Rainwater on Wall Street Week with Louis Rukeyser in 1997. Explore Richard…
"People catch up with everything." - Kyle Shanahan
Joe Steinberg has been one of the most important mentors and influences in my life and career. His career should be studied in every business school. His shareholder letters should be read by every investor. I am incredibly grateful for his wisdom and friendship. When I…
Joe Steinberg has been one of the most important mentors and influences in my life and career. His career should be studied in every business school. His shareholder letters should be read by every investor. I am incredibly grateful for his wisdom and friendship. When I…
Brian Bellinger was my partner for many years and he is one of the best long/short investors that I know. I highly recommend this interview, which includes some excellent investment ideas. Enjoy!
Brian Bellinger was my partner for many years and he is one of the best long/short investors that I know. I highly recommend this interview, which includes some excellent investment ideas. Enjoy!
We just released an In Memoriam Value Links edition, with a tribute to Charlie Munger. Like many, Charlie has shaped the way we think about both investing and life, and we remember his legacy by sharing some lesser known interviews and quotes. conta.cc/47ToYrc
Charlie Munger told me that bear markets & drawdowns of 40-50% are the price of admission for being an investor and that everyone goes through it. He related his own experience of down 50%. Then in the middle of the call, he said, “I will call you back, Warren is on the line.” /2
To have inspired and taught millions of people to be wiser, live better and grow, alongside the value he directly created…what a unique legacy and impact. RIP Charlie.
“My whole system in life is keeping at it.” - Charlie Munger
Charlie Munger's life advice: “You don’t have a lot of envy. “You don’t have a lot of resentment. “You don’t overspend your income. “You stay cheerful in spite of your troubles. “You deal with reliable people. “And you do what you’re supposed to do. “All these simple…
Met Charle Munger in Omaha in the years after Lehman - he said: "Larry, never, ever tell anyone about your problems, 90% of the people really don't care... The other 10% are glad you have them."
A 20 year old man visits Mozart: "I want to compose symphonies.” Mozart: "You’re too young to compose symphonies.” Young Man: "But you were composing symphonies when you were 10 years old.” Mozart: "Yes, but I wasn’t running around asking other people how to do it.” CM
I have never had heroes, except for Charlie Munger. Today I learned that the man who was my longtime friend, mentor, and supporter passed yesterday at 99 years and 11 months. Although he missed the century-old mark by only a few days, I don't think it would have mattered to him…
"I am trying to emulate my great-grandfather. When he died, they said about him, 'Nobody envied the success, so fairly won and wisely used.'" -- Charlie Munger, RIP
A life well lived. “I paid no attention to the territorial boundaries of academic disciplines and I just grabbed all the big ideas that I could.” “If you skillfully follow the multidisciplinary path, you will never wish to come back. It would be like cutting off your hands.”…
“It’s not supposed to be easy. Anyone who finds it easy is stupid.” RIP Charlie Munger
"I'm right and you're smart, so think on it for a few minutes and you'll agree with me" RIP Charlie Munger. One of a kind.
"Is there such a thing as a cheerful pessimist? That’s what I am." Oh man. RIP Charlie. End of an era.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters youChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqAlex Morris (TSOH Inv.. @TSOH_Investing
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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.Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGTGavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.Andrew Kuhn @FocusedCompound
43K 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.John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumgMastersInvest.com @mastersinvest
23K Followers 1K Following PM - Adjunct Prof - 'ancora imparo' - NOT Advice - Fight Dogma. Study Buffett, Li Lu, Munger, Singer, Klarman, Sleep, Akre et al here: https://t.co/zrxj4AE5Q4InnocenceCapital.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”.John Mihaljevic @JMihaljevic
11K Followers 3K Following Chairman @manualofideas, The Zurich Project, and Ideaweek St. Moritz. Co-Host @twiii_podcast. Author, The Manual of Ideas. Value investor with a growth mindset.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/2ryxQtceTvIn Practise @_inpractise
21K Followers 615 Following Primary Research for long-term fundamental investors.Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯Guy Spier 🇮🇱 �.. @GSpier
64K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating🥦 Jake Taylor 🎉 @farnamjake1
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336 Followers 4K Following Le plus grand réseau de producteurs oléicoles FRANÇAIS. 80 000 hectares sous l'axe Charente-Maritime Lyon, avant la seconde étape jusqu'à sous Paris.emrata @emrata85
477 Followers 463 Following Deger yatirimciligi odakli yeni tarz yatirim stratejileri gelistirmeye calisirken ogrendiklerimi sizlerle paylasiyorum.Hadoop @Hadoop02277010
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327 Followers 1K Following Work in research. Professionally nosey. Fair warning: may ask annoying questions or try and discuss niche European businesses.10.5 @investinrest
176 Followers 267 Following a lot of things in life are luck, but chance favors the preparedJoseph A. Cooper @DakotasTwits
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729 Followers 4K Following Christian, Husband, Fireman, Step Dad, 35yr Investor, Athlete, Skier, Dirt & Mtn Bike, Grateful. $GMGI #2024 (Not a trader, Not an advisor, Not in marketing )Small Value @dipinvest
865 Followers 229 Following learning from folk smarter than me | small caps | value investing | macroStephen @mulhollandsd
47 Followers 29 Followingtylerchowen @tylerchowen
106 Followers 906 Following 📊 TylerChowen | Navigating the intersection of finance & innovation. Economics enthusiast, market observer, and contrarian thinker. 📍Location: Global MarketsPublius Cornelius Sci.. @ScipioAfricnus
121 Followers 581 Following Carthago Nova Looking for asymmetric opportunities in stocks and in life. Full time investor, full time student of the game.Tom @czhoey
1 Followers 407 FollowingSeoulCycle @Seoul_Cycle
47 Followers 111 Following L/S investing in Korea based on my experience at a Tiger Grandcub. DMs openNLP_test_2018 @2018Nlp
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34 Followers 102 FollowingTushar Ranpariya @TRanpariya
30 Followers 373 Following Assistant Engineer at Narmada, Water resources, Watersupply and Kalpasar Department of Government of GujaratRob Kelly @rwkelly07
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21 Followers 157 Followingsanti prodanoff @santiprodanoff
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19 Followers 44 FollowingVamsi Krishna @vamsi22111991
10 Followers 271 Followinghsh @SeonghunHong
41 Followers 468 Following Investor from Korea mainly focused on growth companies listed in Korea and US.Richard Hwang @therichardhw
81 Followers 622 FollowingTom Speight @TomSpeight11
72 Followers 241 FollowingMatt DeGennaro @matthewdeg22
74 Followers 2K FollowingMiguel A Marmolejo @BLAservicios
137 Followers 5K FollowingFrederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters youDaniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲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.Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGTBill 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.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.Andrew Kuhn @FocusedCompound
43K 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.modest proposal @modestproposal1
101K 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/NuC25VaSffJohn Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumgYaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never 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/2ryxQtceTvMike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..Jason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*Marcelo P. Lima @MarceloPLima
21K Followers 3K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANwTrevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.Guy Spier 🇮🇱 �.. @GSpier
64K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care RatingMichael Mauboussin @mjmauboussin
135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.Parthenos Capital @ParthenosCap
1K Followers 74 Following Long-term investment partnership focused on reflexivity within global equities, managing money for family and friends.Aleksey Chernobelskiy @chernobelskiy
23K Followers 386 Following Ran $10 billion real estate portfolio | Now helping investors (LPs) with passive real estate positions. Email me anonymously at [email protected]Graham Duncan @GrahamDuncanNYC
15K Followers 1K Following Compulsively seeking new ways of seeing realityCassandra B.C. @michaeljburryBC
41K Followers 0 FollowingMade in Japan 🇯�.. @InvestInJapan
5K Followers 620 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.AltayCap @AltayCapital
8K Followers 922 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6JiIan Gutterman @InformedByIan
3K Followers 126 Following Informing people about insurance, investing, and more. Protecting tail risk since 1995. Founder and CEO @ Informed Insurance (https://t.co/nRu0kdWoO8)Joe Parsons @josephnparsons
283 Followers 615 FollowingBrown @BrownMarubozu
4K Followers 2K Following Professional Speculator / Berczy Park Capital / Never investment advice / $FISH.V Independent Director / Reformed equity research, salesperson & PMSintana Energy Inc. @sintanaenergy
653 Followers 104 Following Sintana Energy is a public Canadian oil and gas exploration company listed on the TSX Venture Exchange under the trading symbol: SEI.VDonald Pond @DonaldPond6
6K Followers 662 Following Interested in everything. Nothing said is investment advice. Managing Investor Relations in the UK and Europe for Phoenix Copper #PXCUprHand Research 🇨.. @UprHand
742 Followers 272 Following UprHand, a comprehensive platform that aggregates, analyzes, and transforms insider trading information into valuable insights for informed decision-makingRadient AI @RADiENTinv
72 Followers 143 Following Gather intelligence from regulatory filings to find your ideal firms- Follow us for regular updates on funds and SEC Filings!maninapurpledress @maninapurpledr1
1K Followers 1K Following ALL TWEETS ARE FOR INFORMATIONAL PURPOSES. THIS IS NOT INVESTMENT ADVICE. DO NOT TRADE OFF ANY OF MY INFORMATIONPorter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.Nat Stewart @natstewart5
13K Followers 824 Following I write a concise small/micro cap focused newsletter for (mostly) professional investors. Value, GARP, special situations. Join my list below:unemon @unemon1
14K Followers 331 Following Do your own Due Diligence ... UNEMON's opinons might be wrong ... if you think so .. go bet against me!Research @PFoSF2
3K Followers 91 FollowingIan Bezek @irbezek
15K Followers 1K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.Viking Vancouver @VikingVan100
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4K Followers 5 Following Only for Professional clients. Assume we hold short positions in Issuers discussed. Important disclosure: https://t.co/cf3z5Iimz9Paul Buser @PaulBuser
2K Followers 361 Following Co-Founder and Co-CEO of Sator Grove Holdings Adjunct Professor at Notre Dame teaching 'The Art of Investing'Bill Gross @real_bill_gross
62K Followers 293 Following Bill Gross is a renowned expert in the bond market and is at the forefront of thought leadership on the subject of fixed income investing. https://t.co/uyMZ9DarCdPatients Capital Mana.. @PCM_bio
441 Followers 278 Following CIO, Thomsen Hearne - Long Only Biotech | tweets not investment adviceDaniel Shand @danieljshand
40 Followers 151 FollowingJehoshaphat 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 belowDuane Hope @DuaneHope5
4K Followers 388 Following Partner @capital10X | Helping you find opportunities in emerging industries & commodities. #batterymetals #uranium #gold #silver #growthBoston Omaha News @BostonOmahaNews
707 Followers 80 Following Our goal is to share Boston Omaha news & insights with the BOC investing community. We have no links to Boston Omaha corporation.Brett Caughran @FundamentEdge
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1K Followers 216 Following The world’s largest capital introductions platform. Connect with global industry leaders for 1:1 #CapIntro meetings & exclusive leadership events. #iConnectionskyrill @wallsthobbes
582 Followers 997 Following girl dad 2x, immigrant, CEO of @centerfinhq, 20+ years in hedge fund/alt industry; learned the trade for 8 yrs a GS. I tweet about markets, parenting, running.Market Euphoria @marketeuphoria
1K Followers 638 Following Analyst. 27. Here to learn & meet other investors. Looking for quality businesses as well as unloved, special situations investments. Not investment adviceJaguarAnalytics @JaguarAnalytics
36K Followers 231 Following Professional equity and option trade ideas with in-depth research based on 3-pronged approach: Fundamentals, Technicals and Options ActivityMcIntyre Partnerships @Mc_Partnerships
2K Followers 698 Following CIO of McIntyre Partnerships Not Investment AdviceBerkshire Omaha folks: Same time same place for the third year running!
Berkshire Hathaway folks: We’re going to carry on the tradition of the Ian Jacobs house party on Saturday night. New location this year, a little closer to downtown.
Listening to Einhorn talk about a European chemical remainco, that has sucked for years, is what Sohn used to be about. It is great to be back!
In 2021, Cathie Wood bought 10mm shares of $TSPH for about $400mm In 2024, Eric Shahinian bought 10mm shares of $TSPH for $3.5mm Glad to see Camac on the register of this (hopefully not entirely worthless/fraud-y) company.
Seriously? You cannot find a contact and you are forensic shop? Is this a parody account.
We have little reaction to $FFH.CN statement today, other than it's a bit hard to juxtapose its complaint that we didn't reach out with the fact that it doesn't disclose any email or contact for investor queries. Regardless, we have questions for the Friday call.
So we have ourselves another short attack on $FFH.TO after 20 years! Amazing. Do you think GoDigit is overpriced with a 50 year runway? Do you think Recipe takeover overpriced? Do you think malfeasance at Seaspan with David Sokol? Maybe the market brokers were getting killed on…
Investors like to talk about who their favorite investors are, but they rarely include LPs, even though they're some of the most interesting. Lindsay Larsen is one of my favorites. Lindsay is a Managing Director of the University of Virginia Investment Management Company…
This is incredible
Brief biography on Bill Ackman's former analyst. Quite a story: youtube.com/watch?v=OmrufR…
@SantangelReview I actually thought you linked this by mistake for the first 8 minutes lol then boom there’s Bill haha incredible story
True story! For the past 4 weeks, I have been working out three mornings a week before work. Hard workouts of at least 50 minutes. For 5+ years I have prioritized everything but my health. It was time for a change. I often see people on here saying how if you just get…
3.5 hour car ride with the family today. Proudest achievement is I got the girls to acknowledge me by yelling “heard, chef!” Def going to keep this going.
@SantangelReview Takes incredible discipline to admit you’re wrong (I still hold some ETFs largely because I can’t quite accept I was wrong)
5 years ago the general mood in Houston towards decarbonization bordered on open hostility. Today, I'm more likely to overhear a conversation at the coffee shop about an energy transition deal than one in oil and gas.
In life I have learned that if anyone "guarantees", "promises", or says "without a doubt” in regards to something financially…run the other way. Always stay humble, or you will be humbled.
@SantangelReview Reminds me of Peter Cundill: “As a value investor, I must admit that I am always too early.”
🤣🤣
Warren Buffett is one of the greatest investors ever. Which is surprising considering he doesn't: - Do cold plunges/take cold showers - Use a sauna 3-4x a week - Eat super clean - Sleep on an Eight Sleep Mattress - Wake up at 4AM to workout What's his edge ... Luck?
Mark Leonard waiting to buy up Southwest Airlines scheduling software for 0.1x sales
Learning that the Southwest Airlines meltdown is due to an antiquated crew scheduling system that assumes where a crew member is instead of working off live flight data. They’ve lost track of almost every crew member and the only way to solve it is…
Anyone teaching a value investing class or one on investment psychology should use this memo as a treatise to study the mindset of stonk hodlers. Note the disparaging comments on luddites who look at archaic measures of value like cash flow as short term traders. @mjmauboussin
The world today appears to be run by the "profitless tech" companies of the past. ARK invests in companies that we believe will change the world & generate extraordinary cashflow at scale, not mature companies catering to short-term investors. Learn more: ark-funds.com/articles/comme…
@SantangelReview @ken_trails That and the inability to handle rapid scaling. Not being able to meet the demands of a growing business is probably the biggest killer that I’ve observed. Not making the first step to start the business and not anticipating rapid growth are two of the biggest business failures.
This week in Twitter: • SBF arrested • Half of Fintwit arrested • Elon flips against free speech • We learned FTX uses Quickbooks • Frmr President Trump launches perfect NFT • Binance CEO admits he “forgot” about $0.5B…oops • Fed something something 4.5 Still not Friday.