Porter Collins @Seawolfcap
Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. Texas, USA Joined April 2012-
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“By the end of last year, ARK funds had destroyed more wealth than any other asset manager over the previous decade, losing investors a collective $14.3 billion”. Their analysis was and continues to be laughable.
“By the end of last year, ARK funds had destroyed more wealth than any other asset manager over the previous decade, losing investors a collective $14.3 billion”. Their analysis was and continues to be laughable.
Seems like sound long term policy….
No matter who wins the election, I think gold/hard assets will continue to be the release valve.
No matter who wins the election, I think gold/hard assets will continue to be the release valve.
Einstein’s definition of insanity comes to mind here.
It's funny to me that people are still talking about cuts. The economy and inflation are running hot because financial conditions are extremely easy and the massive deficit spending during full employment. At some point (not now) reversion to the mean will be a bitch.
It's funny to me that people are still talking about cuts. The economy and inflation are running hot because financial conditions are extremely easy and the massive deficit spending during full employment. At some point (not now) reversion to the mean will be a bitch.
Another classic TSLA pump...They already have way too much inventory. Not close to a bottom.
Another classic TSLA pump...They already have way too much inventory. Not close to a bottom.
Bad is Good pracap.com/bad-is-good/
Why exactly are the taxpayers on the hook for this?
Why exactly are the taxpayers on the hook for this?
Underdog Grand Canyon University is competing against Alabama today for a trip to the Sweet 16. Never heard of it, so just googled and learned a lot! For starters, GCU is the first predatory, for-profit school to compete in NCAA sports.
"We want you to win, but we don't want the price at the pump to go up. Our election win is more important"
The yellow metal liked what it saw at 2pm. While the median barely held on at three cuts, at the end of the day, GDP was revised up, core inflation was revised up (higher NGDP) and the median dot was unchanged. That's dovish.
It's hard to argue with this screen we do. Insider buying in the last 2 months.
Dogecoin has a higher market cap than all of these coal companies combined.
Once again, the Fed did this to themselves.
Once again, the Fed did this to themselves.
Inflation is really being driven by rent and services now. Let me highlight a few: Auto insurance: 20.6% -->Largest increase since 1976 Nonprescription drugs: 9.2%-->Largest ever Repair of household items: 18.2% -->Largest ever Sport events: 13.5%
Inflation is really being driven by rent and services now. Let me highlight a few: Auto insurance: 20.6% -->Largest increase since 1976 Nonprescription drugs: 9.2%-->Largest ever Repair of household items: 18.2% -->Largest ever Sport events: 13.5%
Maybe this is how we finally get gun reform. Get the NFL/T Swift involved.
Maybe this is how we finally get gun reform. Get the NFL/T Swift involved.
I had a dinner with $GBFH (GBank) last night with a group of friends. It’s one of the most interesting banks I’ve ever met and 80 year old CEO that needs to write a book about his career. The stories ranged from meetings with JFK, Clinton, and Reagan to banking casinos and online…
Marc Cohodes @AlderLaneEggs
174K Followers 679 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Kuppy @hkuppy
137K 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.
Le Shrub🌳🔥🇺�.. @agnostoxxx
103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Kantro @MichaelKantro
86K Followers 805 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
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
Danny Moses @dmoses34
26K Followers 289 Following Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
Jeremy Raper @puppyeh1
41K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
🏴☠️ @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
Matt Warder @mfwarder
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Yellow Lab Life Capit.. @YellowLabLife
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HiddenPivots @HiddenPivots
49K Followers 89 Following Proprietary #HPsignals• Charts/Tweets solely for educational purposes. Not a recommendation to buy or sell stocks or options• Join us at: https://t.co/OcckLE6uA4
“Self-Licking Ice C.. @HedgeyeREITs
17K Followers 2K Following REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum Wants His Cash Back... | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol
AV @AureliusValue
39K Followers 1K Following All tweets express our opinion and you should assume we hold a position in securities mentioned. No Affiliation with Aurelius Capital Management.
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
dv @dvaughn8383
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Savvy Swami @savvyswami
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Mike Phippen @MikePhippen
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kdy1101 @kdy11012
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Gregory Kunin @OlaLoaKahuna
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Tim @Tim262h
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aoyama98 @aoyama9898
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Will @_willsrobinson
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Eder Cruz @EderCruzEng
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ADS DRIVING SCHOOL(pr.. @person_emmanuel
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FORREST GUMP @FORREST04100539
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valerio @ValerioDus
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mukshe @RezPoGam
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Enrique Gracia @EnriqueGraciaC
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The Rusting Pianist @RustingPianist
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Alice_Michaud @AliceMicha11557
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Mohammed Abrar Asif @Abrarasifm
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Deep Throat (TOTALLY .. @DeepThroatIPO
26K Followers 822 Following "Making global financial Armegeddon fun again!..." It's funny because it's true... https://t.co/Gf4UDIXSfw
Julie Parker @JulieParker144
21K Followers 16K Following Sales System Builder, Marketing & Social Media, Digital Gigster “You Are a CEO Movement“ Supporter. Watch this Video https://t.co/ezYvsMV5ol
Manwith Noname @manw38754
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🏴☠️𝒮𝓊.. @BC7_Games
296 Followers 195 Following “When we are tired, we are attacked by ideas we conquered long ago.”
Jorge Financial @Tomas8Jorge
392 Followers 5K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Twyford Trader @TwyfordTrader
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Neil Khosla @DrawafadeN
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Schnitzel420 @Pschnitzel420
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sweetd @sweetd625401
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Tim Bangemann @TBangemann
448 Followers 3K Following Absolute return investments: liquid and illiquid
Alex @alex21234z
4 Followers 19 Following
EloquentSec @eloquentsec
238 Followers 281 Following Writer | Coach ✍️ | Cybersecurity Therapist 🤓 | Investor & 📈Entrepreneur 💸Sharer of Life Advice 👩💻| Refuse to take myself too seriously…aspiring comedian
Anmol Kapur @kingkong5178
14 Followers 223 Following
Dan L @lieberdan
31 Followers 60 Following
Marc Cohodes @AlderLaneEggs
174K Followers 679 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"
Kuppy @hkuppy
137K 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.
Le Shrub🌳🔥🇺�.. @agnostoxxx
103K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Michael Green @profplum99
172K Followers 1K Following Chief Strategist Simplify Asset Management | PM of $FIG | not investment advice
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Michael Kao @UrbanKaoboy
94K Followers 2K Following GS Commodities Trader➡Canyon Cvt/Cap Arb➡Akanthos Multi-Arb/Distressed➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Kantro @MichaelKantro
86K Followers 805 Following Chief Investment Strategist at Piper Sandler. CFA, Factor Investing, #HOPE, Respect The Lag, Not Financial Advice
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
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
Danny Moses @dmoses34
26K Followers 289 Following Investor (looking for the next Big Short)/Inventor (BlackJack Side-Bet Games)/Skeptic (student of Behavioral Finance)/Hedonist; not Investment advice
Jeremy Raper @puppyeh1
41K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
🏴☠️ @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
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.
Jonesy @HedgeyeDJ
34K Followers 2K Following DoR @hedgeye Ex-owner @arizonacoyotes Former legend @Yalemhockey Partner @seven7llc Agent Provacatuer of #FinTwit Not investment advice.
Tony Greer @TgMacro
53K Followers 2K Following Market Analyst & Trader • Editor Morning Navigator • @realvision OG • Cornell • Chaminade • Sign up for Navigator TV free at https://t.co/pg6JK0YTbX
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 949 Following I am not as smart as I sound, so please don't listen to me
Laks @LaksMacArthur
130 Followers 39 Following Founder and CEO @UnicusResearch A short seller who married another short seller, and our kid, who is 6, is interested in short selling. Not investment advise.
Stephens Inc @Stephens_Inc
4K Followers 565 Following Independent financial services firm focused on building value for companies, institutions & high-net-worth investors Member NYSE, SIPC
W. Mark Meyer @wmarkmeyer
293 Followers 847 Following Energy lifer, unsigned free agent | Baseball-obsessed | One-hit wonder Music Row record producer | Good data is the antidote for bias
Facts Chaser 🌎 �.. @Factschaser
9K Followers 118 Following Majordomo. Professional explainer. Humanitarian. Made stuff at Apple, Google, Twitter.🚨 **Turn on notifications so my “controversial” posts are not silenced**
Henrietta Rearden �.. @align_and
162 Followers 467 Following Still pursuing the integrity of capital markets...after @Integrity4mkts was cancelled...
Graham Farrar @grahamfarrar
6K Followers 1K Following Dad, President of #cannabis Co @GlassHouseBR $GLAS.A.U / $GLASF, weed lover, entrepreneur, environmentalist & music fan. IR questions: [email protected]
🇦🇷Tebb🇮🇹 @tebb29
14K Followers 625 Following Analisis tecnico de diferentes instrumentos 📈, trader independiente, mercados de capitales 🇦🇷 🇧🇷 🇺🇸 y research. No soy asesor financiero. 🔴CARP⚪️
Aaron Edelheit @aaronvalue
12K Followers 881 Following Subscribe to my newsletter: https://t.co/cgZkdQgz2I CEO of Mindset Capital. I’m also the author of The Hard Break: The Case for a 24/6 Lifestyle.
𝐀𝐢𝐫𝐥𝐨�.. @airlovsky
8K Followers 725 Following Money trees is the perfect place for shade and that's just how I feel
Erik @erik_ywr
748 Followers 74 Following
Skeleton Coast Llama @valley_llama
5K Followers 260 Following Expert in low-quality businesses. Director of Burisma Trading & Finance S.a.r.l. Darkness within darkness. The gate to all mystery.
Mark Pickell @pickell_mark
140 Followers 603 Following RE dev, equities and distressed debt. Ex E&Y. Managed $4b loan/asset resolutions for BAC/SecPac/Continental & CalFed. Past RE advisor to GS, MS, Apollo & more.
Jean Paul Prates @jeanpaulprates
53K Followers 3K Following Presidente da Petrobras • Senador da República (2019-2023) • Advogado, economista e ambientalista | CEO Petrobras • Senator of Brazil (2019-2023)
Grey Value Management @GreyValue
299 Followers 147 Following Professional investor who (still) believes in rigorous research and analysis. Views, opinions, mistakes are my own - and not investment advice. JD/MBA.
Charles Frischer @cfrischer1
2K Followers 207 Following Long term investor with value inclination. Board member Kingsway Financial Services KFS-NYSE.
MD Pham @MDPhams
275 Followers 54 Following #Surgeon. #Angelinvestor. #InvestmentAdvisor. Fan of #Dividends. Posts are notes to self only, NOT investment advice. @DartmouthAlumni @VanderbiltU
dharmafi @dharmatrade
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Drew Petri @drewpetri22
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Pernas Research @pernasresearch
3K Followers 589 Following Former Deputy Chief Investment Officer of a 3.5B investment firm | Add your email to https://t.co/0QX5aQA2e6 to receive our research | Stock Ideas & Investing
nobody from nowhere @MAGNUMP44959044
97 Followers 145 Following
Joe Bananas @joe_bananas9
2K Followers 4K Following Focused on business acumen & minutia | “I was a bayman like my father was before” | Tweets are my own, not investment advice
Tom Nichols @RadioFreeTom
690K Followers 2K Following Staff writer at @TheAtlantic. Curmudgeon. Cat guy. Democracy enthusiast, defender of experts. Legacy blue check who'd have paid more for a better Twitter.
Tim McLean @NaplesRunner
490 Followers 1K Following Naples Debt & Equity Broker who enjoys seeing his clients succeed.
Blue Sky Management @BlueSkyMngmt
298 Followers 107 Following Blue Sky Management publishes investment research on asymmetric risk-reward profile investments. Not financial advice. Value Investors Club Username: bluesky_24
RJR Capital @RJRCapital
48K Followers 2K Following I'm here to learn and hopefully help retail investors protect & grow capital. Not investment advice. Do your own research. Also fishing. Fishing is good.
Michael Ashton @inflation_guy
16K Followers 183 Following Check out the Inflation Guy podcast at https://t.co/IkrlMfK1oI . Visit our website at https://t.co/cEgFwkXfwQ !
PEAK District Metals @U308Andy
4K Followers 1K Following Mining ⛏️ Uranium energy investor $DEV $PANR $DYL $AQI $EL8
John Schroyer @Johnschroyer
7K Followers 2K Following Senior reporter at Green Market Report. I love the mountains, climbing, snowboarding, and camping. Write me at [email protected].
Parrot Capital 🦜 @ParrotCapital
24K Followers 896 Following An irreverent wise crackin' FinTwit parrot doing deep due diligence in multiple markets. Nothing I say is financial advice, do your own research. DMs are open.
U308 Renaissance Man @U308RM
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Warn Tracker 2.0 @j77324
4K Followers 336 Following Interested in markets, and my opinions are not financial advice.
Abnormal Accrual @bbm010
3K Followers 1K Following Value Relevance has killed Positive Accounting Theory. Hothausen is now dancing on Watts & Zimmerman’s grave.
Erin Arvedlund @erinarvedlund
5K Followers 1K Following Enterprise Editor, Pensions & Investments ([email protected]). Philadelphia Inquirer, Barron's/NYT alum and best-selling author.
Siyu Li @siyul
4K Followers 440 Following private investor | ex-NYSE, Bridgewater, Bernstein. Write "Under The Hood" https://t.co/Quq8NMGrpt Also: https://t.co/AwxYH8yDDT
SoFi Investor Relatio.. @SoFiIR
11K Followers 236 Following Official Account of SoFi Investor Relations.
Investment Wisdom @InvestingCanons
70K Followers 50 Following Sound investment principles, wisdom, and inspiration from the best investors and thinkers. Follow me to think about investing and decision making more wisely.
Peter Lindström @plmlindstroem
3K Followers 412 Following Head of Quantitative Strategies in Torvald Klaveness. Former Head of Research. Views/insights/comments are not to be considered as financial advice.
Dr_Gingerballs @Dr_Gingerballs
16K Followers 294 Following Engineer. Researcher. Stonk Enjoyer. Shit poster. I collect data on options and stuff and post it on X.
John Ʌ Konrad V @johnkonrad
26K Followers 2K Following CEO @gCaptain, maritime journalist, former drillship captain, author of Fire On The Horizon and cofounder @UnofficialNet - K5HIP
Scott Reardon @Scott_Reardon_
2K Followers 30 Following Founder & Portfolio Manager at Dakota Funds. Author of THE DARK CONTINENT thriller series and THE DEATH OF A 10-YEAR-OLD BOY.
Clarksons Research @Clarksons_CRSL
7K Followers 3K Following Clarksons Research are a market leading provider of data and intelligence, across offshore and energy and shipping and trade.
Stamatis Tsantanis @vosc_
538 Followers 191 Following
Charles @charlesbonnerjr
3K Followers 1K Following Shipping and commodities. Working on Marhelm. https://t.co/fL4gUHuHGx
Cypherd @CypherdC
570 Followers 369 Following Private investor, 20 yrs exp. Briefly worked for GS. Posts are just my opinion, not investment advice.
@HedgeyeREITs @buhlreports @9finHQ I wonder if the 25 bond holders are happy to learn where all their money is going? Seems to everyone but them...
@Seawolfcap Wait but their Monte Carlo analysis of Tesla will be right, right? Even their bear case?!
@CECL_Allowance @Aureliusltd28 You could say Porter and I are on the same page regarding Betsy Cohen. x.com/seawolfcap/sta…
This was one of the easier SPAC shorts. Complete dogsh*t. Chamath and Betsy Cohen says it all.
@Seawolfcap Buy the stuff that makes you queasy and sell when you feel like a king. Works every time plus the heartburn.
Dust my self off, happy $HELE is going down the drain but for those that want to read a 10k of a Flaming Dumpster Fire, read the $RILY 10k its just a horror show
$VIRT above $22. Long thesis remains intact, its detractors are profoundly stupid 🙏
@Seawolfcap The $tsla mania still intact… manias don’t die easily as evidenced by x.com/valueanalyst1/… You have to tune in to hear the absurdity of $tsla fan beliefs … must be a long way down from here
$TSLA LIVE welcomes both bulls and bears
University of Minnesota - police break up terror camp, arrest and charge students with trespassing. The school is also banning the students from campus for one year. THIS is how you do it.
@R9Falcone @VD718 @Seawolfcap Starting shipping now
@funwithnumberz the IR guy is bailing and has no future plans....yup. all good.
This chart shows the issue. Tesla isn’t really making money selling cars anymore… #tesla $tsla
Vibe During Every $TSLA Conference Call Evening
@Seawolfcap They seem to be reliable. Many of my friends drive them.
@WallStCynic @WalterIsaacson 6/6 In my mind, this is the literary equivalent of the Apostles debating what to include during the editing process of the New Testament... and making the editorial decision to put that "Jesus dude" in a footnote...
@WallStCynic @WalterIsaacson 3/6 ...on page 314 Isaacson Describes the detailed "what would you do?" 30 second analysis that led to Tesla jumping in bed with the Chinese Communist party...which is significant now that more than half of their cars are now made in 🇨🇳
@BobEUnlimited Why do they need to devalue CNY when they are running 30-year high mfg surplus & near-ATH curr acct surplus, & w/Yellen & Biden openly complaining about the uncompetitiveness of US mfg v. China? CNY deval would mean even higher surpluses & the US being even less competitive.
I’ll summarize for good ole @garyblack00. “We were wrong.”
Gary Black woke up and decided to choose violence: “we should have sold our entire $TSLA position” How y’all are feeling about this?
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