Transverse Slice @SliceTransverse
Tweets deleted capriciously. DMs open. Joined June 2020-
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I dunno, why should they even attempt to compete in AI (whatever the heck you might mean by that)? As to "idiots doing a repo at x-multiple". Its been made clear that it is a tax efficient/flexible capital return. Didnt we just go over all this with the $CHTR bros? Sell in line.
This TD money-laundering story hits very hard. The US regulators and politicians are going to bury them for the rest of the decade. wsj.com/articles/td-ba… Does it spread to $RY, $BMO and $CM as an unguarded back door into the banking system?
When I was young & saw a spinoff, I thought “Ooh an undervalued and underfollowed stock.” Now I think, “OK, what poorly disclosed unbounded liabilities did they stuff this POS with?”
When I was young & saw a spinoff, I thought “Ooh an undervalued and underfollowed stock.” Now I think, “OK, what poorly disclosed unbounded liabilities did they stuff this POS with?”
"But Berkshire shareholders and industry executives say Jain’s record — and the critical role of the insurance business — arguably make him the most important person at the company after Buffett." YES ft.com/content/809c66…
Shoudda just bought $MAX, eh? (still no clue what they *actually* do). At pixel: $WTM: $1837 $MAX: $24 "Someone" out there is definitely (finally) marking $WTM's $MAX holdings to market in near real time.
Shoudda just bought $MAX, eh? (still no clue what they *actually* do). At pixel: $WTM: $1837 $MAX: $24 "Someone" out there is definitely (finally) marking $WTM's $MAX holdings to market in near real time.
Unrelated post by @heartof_thesea made me look up names from the past. Pre-pandemic to present diff between $SABR, Amadeus ($AMADY adr) is something: $SABR $20 -> $3 $AMADY $77 -> $60 What happened? Even when I looked at it yrs ago, never understood why $SABR was crappy.
As a card carrying member of the shuffling bits of paper, rentier class, I would think twice before criticizing other people based on some perception that their field of study is "useless to society". youtube.com/watch?v=iGCMtk…
If I was still in college I’d take this time to seize our school’s Bloomberg terminals.
Ugh. Yes, I know the author is on the app. No, I will not engage with them. theglobeandmail.com/amp/investing/…
For an alternative perspective on $CACC other than the IRR pixie dust one espoused by me.
For an alternative perspective on $CACC other than the IRR pixie dust one espoused by me.
$CACC output from the the IRR thingamjinger updated incorporating results out today. Usual disclaimers apply. Plus, I really need to update the model.
$CACC output from the the IRR thingamjinger updated incorporating results out today. Usual disclaimers apply. Plus, I really need to update the model. https://t.co/W1h4ou98ZF
Definitely gonna apply a private market cap rate in my valuation model for $VRSN. I mean it is only a matter of time before the price caps are permanently removed, right? And we are all loooong term investooooors, right?
ChatGPT please fix this paragraph by replacing .org with .com everywhere (look, if I use RegEx the whipper snappers will call me an old). TIA to our new AI overlord.
The one true bank investor that the world needs.
Prepared Remarks @Rebrand_As_Y
19K Followers 926 Following
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/NuC25VaSff
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”.
Jerry Capital @JerryCap
41K Followers 577 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.
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
Searching @NegativeGW
7K Followers 745 Following No advice or original thought. Views are borrowed or stolen. Pot stirrer. Despite what you may have heard I'm really a generalist. DMs open. 自称保険の専門家
Steads @winsteadscap
10K Followers 448 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Bread Crumbs Research @breadcrumbsre
23K Followers 532 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
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.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
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
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/2ryxQtceTv
SouthernValue @SouthernValue95
10K Followers 2K Following Infinitely curious. DMs open. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
Vincent @VAntonFreeman
3K Followers 4K Following 30.2 years to live. IN-VALID. #nevercover permabear.
Hawk Family Office @hawk_fo
397 Followers 5K Following Seeking Innovative Next Generation Technologies. We want to hear from Europe’s most disruptive Founders + Funds: https://t.co/AgPzJTytfg
Sloth Capital @sloth_cap
376 Followers 1K Following
K D @W4pmqbkgchK
73 Followers 85 Following
Robert King @robertqking
2K Followers 1K Following Investor | Avid reader | DFW Hoyas Board Member | ex-@Kirkland_Ellis | @YaleSOM @GeorgetownLaw @UTAustin
REITweets @REITweeter
89 Followers 144 Following Here to talk REITs but will argue about sports as well
MW @TheWeezGuy
37 Followers 166 Following
Bob Fitzpatrick @bobbyfitz33
190 Followers 3K Following
Sherif Said @SherifS72783500
0 Followers 227 Following
Real Assets Value @RealAssetsValue
3K Followers 1K Following Trying to build wealth and learn something investing in listed real estate
LiquidityEqualsValue7 @LValue7
0 Followers 161 Following
EB (On Loan) @EllliotttB
23K Followers 943 Following Not Commercial Real Estate; Metaverse SMB search funder; Opinions are someone else’s
milos_b @milospapodakis
7 Followers 1K Following
C_Rob23 @C_Rob2323
27 Followers 53 Following Just a poor MBA, former long only, finance nerd that’s perusing for investment ideas
Alec Volle @AlecVolle22
276 Followers 1K Following
CaymanArb @CaymanArb
7 Followers 59 Following
Ankit Gupta @a_gupta2
62 Followers 537 Following
Forward Cap @forwardcap
15K Followers 548 Following
Turtle Head Capital @tho_capital
62 Followers 160 Following
sgarner000 @sgarner000
27 Followers 296 Following
Marko Harjak @HarjakMarko
36 Followers 62 Following
narbili @narbili
2 Followers 610 Following
Putin's Price Hike (p.. @Woland1233
176 Followers 2K Following This platform is great for old people. You just write what you must and ignore what everyone else has to say and one won't feel lonely with all the "followers".
ianlars @ianlars
239 Followers 2K Following Voice Artist, Yogi, Entrepreneur, Venture Capitalist, CPA (in-active), Improvisor
Mike Tieskoetter @mptiesko
48 Followers 718 Following
simon @Eingenjor
18 Followers 854 Following
Junkmailed @junkmailwest2
0 Followers 263 Following
Aaron Dues @dues_aaron
175 Followers 280 Following
Neil 𝕏 @Neil_X10
4K Followers 842 Following Investor | Analysis, Diligence and Commentary | Financial Markets 20+ years | Tech. & AI-fanatic | 10X+ Investments | 🇺🇸 Expatriate | More info below
Guillermo @Fuzzydunlop87
39 Followers 637 Following
Ashwin Krishnamoorthy @ashwinkrish1208
465 Followers 877 Following Individual Investor with a day job | My portfolio is a mix of compounders & net-nets | I write my stock picks below 👇🏻
llano grande @llanogrande1111
372 Followers 203 Following I don't know half of you half as well as I should like; and I like less than half of you half as well as you deserve.
Dan Sayre @700rt
589 Followers 5K Following Starting January 22, 2024 I will invest $25/day and publicly tweet each purchase. I'll give a few reasons for the purchase. Making of a stock investor.
Perseverance Capital @craig_pan
1K Followers 4K Following Investor hunting for alpha. L/S equities. Style-agnostic generalist. Buy low, sell high.
AparB @letsbookitOs
242 Followers 2K Following real estate private equity distressed debt and special situations analyst
Sauropod Capital @SauropodCapital
250 Followers 645 Following navigating markets with a long reach and a small brain 🦕 not investment advice 🦕 levered shitcos, special sits, uninvestable stuff
Miner@Za @OudersgiftFrans
281 Followers 5K Following
Anshul Puri @AnshulPuri0
3K Followers 3K Following @AlankritCapital | #TSSS w/ @jcutlersburner Past @MartianPLeague @pineapple_dao
john @saul_mauhn
584 Followers 2K Following
Ian Chui @IanChui12
522 Followers 3K Following
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
Searching @NegativeGW
7K Followers 745 Following No advice or original thought. Views are borrowed or stolen. Pot stirrer. Despite what you may have heard I'm really a generalist. DMs open. 自称保険の専門家
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
EB (On Loan) @EllliotttB
23K Followers 943 Following Not Commercial Real Estate; Metaverse SMB search funder; Opinions are someone else’s
Bill McGill @JustBankStocks
314 Followers 177 Following Liquidity taking reply guy May hold position in securities mentioned, no duty to update
SirBaby @SirBaby6
5K Followers 167 Following Credit ratings are useless and nobody beats the S&P. Not even you.
Aurelius @Aureliusltd28
4K Followers 230 Following Unpleasant truths over comforting lies. Opinions my own & not financial advice.
Insurance Insider US @IInsiderUS
744 Followers 14 Following We provide unparalleled market intelligence on the entire US P&C insurance market – covering everything from big-ticket commercial insurance to personal lines
Jay Parsons @jayparsons
22K Followers 395 Following Rental housing economist, advocate & strategist, Dad x5, suffering Cowboys fan ... Rental housing is essential, misunderstood and we need more of it.
financeguru @dog_in_a_suit
350 Followers 992 Following https://t.co/SzF2wNUR8L I could buy the Phoenix and turn it into my ping pong room
Capital Capital @Cap1talCap1tal
182 Followers 465 Following Starting anew. Lover of stonks. Disliker of frauds. Still no profile picture. Personal account -- not investment advice.
Jamie Powell @ajb_powell
9K Followers 998 Following occasional bass player, ex-antique salesman, former reporter @FTAlphaville and l/s equity analyst. rts ≠ opinions. all views my own.
Just Another Bear @anotherbearcap
570 Followers 911 Following Views only my own | This note is legal tender for all debts, public and private | An economy is just people doing favors for each other | DMs open to follow
Viggy Krishnan @viggy_krishnan
9K Followers 1K Following Public equity investor. I love stocks, markets, great food and all things Harry Potter. Nothing is investment advice. Views are purely my own. DetPistons fan
Pekwat @pekwat
3K Followers 1K Following “A man must know himself thoroughly if he is going to make a good job out of trading in the speculative markets." DM for follow
JabroniCoin.USD @TheBenSchmark
4K Followers 1K Following Time Magazine Person of the Year 2006. Forbes 46 Under 46. Puns are the last remaining alpha. Personal account. Not investment advice.
Patrick Gaughen @PRGaughen
508 Followers 604 Following banking, insurance, payments, cities, endurance sports, mountains | former diplomat, Iraq, Middle East | personal account
baufinanciaphaster �.. @bauhiniacapital
18K Followers 5K Following 残り物には福がある. Trafiquant de l’ésotérique. Unverified(Ogre). Usually couth, sometimes kempt, often gruntled. Strong opinions, held weekly, sometimes more often.
CorpusColossus @CorpusCol
5K Followers 232 Following Watching through a telescope from atop the Citadel, waiting for an opportunity to tell Rictus what to do. All to build a better world, of course.
the end is NII @tangentstyle
1K Followers 5K Following DMs open; if you want to follow me, you have to let me follow you; unlocked: @tangentstyle2
Ian Gutterman @InformedByIan
3K Followers 127 Following Informing people about insurance, investing, and more. Protecting tail risk since 1995. Founder and CEO @ Informed Insurance (https://t.co/nRu0kdWoO8)
Brett Walden @brett_walden
641 Followers 608 Following Here for the fintwit memes. Occasionally post about insurance industry trends.
Skeletor 💹 (anime .. @SkeleCap
17K Followers 2K Following Credit, equities. Final Fantasy. TMT, semiconductors, HC, A&D, japan, video games, generalist deathtraps. https://t.co/KEEHmhsJet at gmail. #tongs, LMCA, #quintplay
Tobi @Einsteinstrasse
3K Followers 427 Following
the ghost of groditi�.. @GRoditiD
20K Followers 555 Following Personal opinions of Guillermo Roditi Dominguez. hates: prison industrial complex. ❤️: water infra. he/him
Coleman Hawkins @colemanrhawkins
2K Followers 2K Following “Good theory indicates how to carve a system at the joints.” "... but tight process is asphyxiating to all but weird characters."
andy @themagicbakery
2K Followers 2K Following why do people get different results with the same ingredients?
Dino @pfadjebitda
1K Followers 238 Following tried to be an investor, but wound up in PE instead 🤷♂️
Post M. @Post_Market
96K Followers 3K Following
Bill McBride @calculatedrisk
91K Followers 396 Following Author of Calculated Risk economics blog. Real Estate Newsletter https://t.co/isotGwh2dc Threads calculatedriskblog https://t.co/e4hR9QBD6w
@NegativeGW Severities still up a lot more than I would have expected. Curious to see PGR 10-Q and compare
Geico still shedding way too many policies and (effectively) making too much money at Geico. This is gonna reverse so it's about to get more competitive in auto (for everyone).
. @Boeing my bookie is going around telling everyone secret info about your planes
Can I get a verdict of whether that is a Canadian in the middle wondering why we all can't just get along?
Is anyone asking if we are better off today with 3.9% unemployment and 2.8 million jobs added over the last year ... or 4 years ago with 14.1% unemployment? 😆
if you don’t think apple has some of the most cracked engineers working on the M series chips (and various other projects) idk what to tell you
@SliceTransverse I don't what devil juice @viggy_krishnan took this morning, but should make it a daily drink.
I don’t think aapl is remotely interesting at these prices, but I am enjoying people freaking out about it.
@heartof_thesea @borrowed_ideas Aon promised $1.4bn deal synergies …. in a business where the costs are mostly people. Aon also did a big own goal early in Covid, cutting everyone’s pay 20%. MMC didn’t copy, and basically said ‘we prioritise our people’. Pretty simple decision on who you want to work for! 😀
@pekwat @blondesnmoney No issues with the business, but last time people thought it was done, it traded at 8x FCF
Behind every police action in the news is an overtime grift.
World historical levels of backup at the columbia raid last night
When I was young & saw a spinoff, I thought “Ooh an undervalued and underfollowed stock.” Now I think, “OK, what poorly disclosed unbounded liabilities did they stuff this POS with?”
When I was young and I saw 25% ROIC, I thought "probably a great moat." Now I see it and think "probably a great scam." I will probably have been wrong both times.
$NYCB analyst: “What do you think about FDIC acquisitions?” NYCB CEO: we would like to avoid becoming one.
@NegativeGW @heartof_thesea @borrowed_ideas This reply should be a staple fintwit gif.
@heartof_thesea @borrowed_ideas Because they are a better run company.
wait, students have extremely strong opinions which move with the winds of political trends, right or wrong?
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