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The market’s broadest and highest-quality expert interview transcript library. Over 30,000 one-on-one interview transcripts on-demand. alpha-sense.com/platform/exper… New York, NY Joined July 2012-
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"So now consensus is that we'll see 3 rate drops over 2024. And so that has made a lot of investors really excited about the prospects for this year. Our experts who work in this space are not as bullish. They're not as excited as I'd say, consensus is." - Xavier Smith., Director…
An interview with an $ADYEY customer who recently switched from Stripe. The interview is with the COO, who was also, in his previous roles a decision-maker in choosing payment providers: 1. The reasons why he switched from Stripe to $ADYEY. $MSFT ERP support, store credit cards,…
Former $GOOGL employee and ad industry expert quantifies in detail the effects of AI that he sees on the ad tech and social media space: 1. In 3-5 years, AI will improve the creative side of ad generation, which he estimates will lead to a CPM tailwind of 6% CAGR for the next 4…
Former Regional Manager Believes $ADBE Will Continue to Thrive Thanks to Its Innovative Spirit "They're constantly disrupting the market and innovating. That's what it's all about. You cannot sit on your laurels. That is how Adobe has managed to stay at the forefront for so many…
$SNOW Industry Expert Thinks Cloud/IT Budgets Have Already Hit Bottom and Stand to Continue Improving Through ~2023 "IT budgets, from my understanding, from my discretion, will grow, I think obviously, not by major amounts. I expect it to still grow, but I think this is more…
Former Sr. Consultant Believes $VEEV Dominates the Life-Sci Industry and Switching Is Costly Call Summary: 1. In the expert's opinion, #AI could be a way to expand services but this is TBD. 2. Thinks pricing is based on how the products are packaged and delivered, and prices…
Former Director Thinks $CRM Is Well-Positioned in Brazil, Especially Among Enterprises Call Summary: 1. In the expert's opinion, while competition has increased for general customer relationship management, Salesforce's verticalization of its products helps further…
Known for his unique "Inflection Investing" approach, @hkuppy specializes in identifying out-of-favor companies where fundamentals are starting to inflect. In this insightful discussion, we dive into: ✅ Macro Inflections: Thematic tailwinds and cycle changes ✅ Event-Driven…
Former Tommy Hilfiger Manager Believes $PVH Is Keeping Its Brands Relevant by Effectively Collaborating With Other Brands and Celebrities/Influencers Call Summary: 1. Believes PVH has inventory management advantages through its distribution in outlet stores 2. In the expert's…
Competitor Believes $HPE Is Well-Positioned to Grow Due to the Explosion in AI/ML Demand Call Summary: 1. In the expert's opinion, $NVDA will continue to grow but competition from $INTC, $AAPL, and $AMZN is possible. 2. Believes HPE Greenlake in particular will benefit from…
Former Sr. Director Believes E-Commerce and Covid Normalization Remains a Headwind but $BBY's Strategy Is Appropriate Call Summary: 1. Believes Best Buy is facing slower store traffic but is managing via customer expertise and tech support membership plans 2. Thinks healthcare…
Former Unit Head Thinks Content Restrictions in $AMZN Channels Will Be Extremely Rare Given Its Focus on the Positive Customer Experience "One of the primary drivers, when I came into the business, is to offer customers more optionality and flexibility in video choices, in lieu…
Former Director Believes Significant Product Delivery Improvements Have Been Made at $AEO, Which Are Now Being Copied by $GPS Call Summary: 1. Thinks $AEO supply chain has adopted best practices from $AMZN and $TGT. Thinks higher customer satisfaction through faster and more…

Gavin Baker @GavinSBaker
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
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 |
Alex Morris (TSOH Inv... @TSOH_Investing
63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
InnocenceCapital.AI (... @InnocenceCapit1
16K Followers 2K 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”.
Sleepwell🛌 @SleepwellCap
23K Followers 709 Following Looking for investments to sleepwell (public+private). Music, Consumer, Tech and Luxury. Independent artist & engineer. Opinions my own,disclaimers on Substack.
Leandro @Invesquotes
53K Followers 883 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Andrew Kuhn @FocusedCompound
45K 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.
Brett @CCM_Brett
13K Followers 2K Following Helping people make better investments @chitchatstocks // Contributing Stock Market Analyst @themotleyfool
Trevor Scott @TidefallCapital
39K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
SouthernValue @SouthernValue95
14K Followers 2K Following Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Better Nest @NestBetter
7K Followers 913 Following Stonks: Prefer low starting multiple + margin expansion + robust topline
MT Capital @MT_Capital1
21K Followers 1K Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇|
Brett Caughran @FundamentEdge
45K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Intrinsic Investing @IntrinsicInv
37K Followers 528 Following Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9w1BfO. Disclosures: https://t.co/fjmCVIq6D1
John Huber @JohnHuber72
48K Followers 1K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Matthew Cochrane @TheMattCochrane
39K Followers 1K Following Investor | Writer | Detective | USN Veteran | Sinner saved by grace I tweet about investing in the stock market.
SetllaStuart @5Ks4gSJgNTr7o9
5 Followers 905 Following
Peter Balog @PeterBa07772605
12 Followers 109 Following
Cristobal Champlin @CristobalC15360
33 Followers 2K Following
Foukawh @Foukawh058
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IsabelJenny @tqRKUU412zm0aa
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Dan Šimko @dan__simko
22 Followers 290 Following
SheilaPerkin @oUTz4B24bNHyfO
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ぺぺ @n5QsIsZOso27304
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Katherine Fitzgerald @Katherine48046
7 Followers 294 Following Psychologist and mental health advocate.
CrystalLuke @4S5kZD26Ji0v5N5
7 Followers 667 Following
CaraLongfellow @1pXyj5dBfxcLKD
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MiriamSarah @LJs7r7aJy6a64x6
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MergerArbPro🇺🇸 @Orwhemir30585
30 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
JaneSpenser @YmmzaWOLI1kn9P
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OpheliaJerry @20BwaBpi68kht4i
17 Followers 550 Following
JudyAbbott @u2k036qcCDK49
15 Followers 546 Following
AgnesZangwill @3NL3Br1Fyyh3rKR
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EvelynKatrine @XerJ2E5BY54og
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Ausemu @Ausemu545225
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Maud Bruen @BruenMaud55816
127 Followers 5K Following
Miloslav Polányi @MiloPolanyi
25 Followers 300 Following
QuantumTrading🇺�... @Ijalve0795050
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Rouka @Rouka3616511
33 Followers 3K Following
Zuidco @zuidco
0 Followers 661 Following
VWAP_Strategy🇺🇸 @Zruisa57529
50 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Winnie @Winnie1722017
30 Followers 3K Following
Jennifer @Awglualne32098
10 Followers 388 Following People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. - Peter Lynch https://t.co/zVswFB4k2J
StockMoverNews🇺�... @Orswierkau8865
40 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
SupplyChainTrade🇺�... @Gusaq11802
56 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Always_learner @PAjit2005
30 Followers 384 Following
OilTradesNow🇺🇸 @Dunal4559170
53 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Tony @ATTisALT
201 Followers 2K Following Attitude is Altitude. What ever you give your attention to grows.
ValueStockFinder🇺�... @Ujalhuj1828981
44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Xufer @Xufer38375
25 Followers 1K Following
Fraud.net @Fraud_net
14K Followers 13K Following AI-powered platform that empowers enterprises to manage risk and streamline compliance, dramatically reducing fraud & false positives. Request a demo today!
ChartBreakouts🇺�... @Sleaquc291617
46 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Bert Dohmen @bertdohmen
980 Followers 156 Following Founder of @DohmenCapital and Creator of @HedgeFolios
USD_Impact🇺🇸 @Yweevuv9746
41 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
RE @RonaldEvers
948 Followers 1K Following Addicted to financial markets and stocks in particular. Based in Europe. Tweets are based on my personal opinion. NO investment advice.
Elisa @valliere33elisa
318 Followers 3K Following
Psyop Capital @psyopcapital2
177 Followers 5K Following
Jan Franěk @JanFrank646963
11 Followers 59 Following
Denees @DeneesAFP
69 Followers 1K Following
VXN @UGVXN
0 Followers 224 Following
kingk @kingk983742096
167 Followers 2K Following
Amber @mize3amber
1K Followers 3K Following
investiční sledová... @investicnisledo
21 Followers 98 Following
ChatGFC @ChatGFC
44 Followers 474 Following
Brandon Beylo @marketplunger1
97K 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
Jerry Capital @JerryCap
52K Followers 626 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
Gavin Baker @GavinSBaker
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Pythia Cap: Vertical ... @PythiaR
64K Followers 909 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Mostly Borrowed Ideas @borrowed_ideas
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
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 |
Patrick OShaughnessy @patrick_oshag
292K Followers 2K Following building @psumvc @joincolossus hosting @investlikebest
Yaron Naymark @1MainCapital
33K Followers 587 Following Tweets are informational only, never investment advice.
Alex Morris (TSOH Inv... @TSOH_Investing
63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Compound248 💰 @compound248
60K Followers 785 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
In Practise @_inpractise
25K Followers 646 Following A Primary Research platform for long-term fundamental investors.
Kaushik @Wiseman_Cap
105K Followers 876 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content |
Daniel S. Loeb @DanielSLoeb1
162K Followers 1K Following Investor in public and private equity and credit securities. 🇺🇸🇺🇸🇺🇸
InnocenceCapital.AI (... @InnocenceCapit1
16K Followers 2K 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”.
Brian DelaBarrera �... @bdelabarrera
230 Followers 946 Following
Jaime Campo @jaimecampo
1K Followers 3K Following Economista y Contador Publico. Inversor, emprendedor y productor. Estoy aca para discutir sin filtros pero con argumentos, sobre los temas que me importan.
John Gwynne @JohnGwynne_
22K Followers 284 Following Author of The Faithful and the Fallen, Of Blood and Bone and The Bloodsworn Saga. Viking re-enactor, when not stuck in my coat of mail! Repped by @julieacrisp
Conch Shell Capital @TMTMoats
8K Followers 307 Following I Talk About the TMT Sector & Deconstructing the Investment Process. Covering TMT for 20+ years. All Views/Opinions are not Investment Advice.
Yet Another Value Emp... @YetAnotherValue
5K Followers 1 Following Official Twitter of the Yet Another Value Empire (mainly the blog and podcast) from @andrewrangeley
Timothy Liu @timothyhliu5
4K Followers 742 Following Founder, Meditation Capital Management. Investor in companies with amazing products. Not investment advice
Jake Barfield @Jake___Barfield
2K Followers 402 Following I run Asheville Capital Management. Tweets are not investment advice.
Ben Glaze @bglaze007
52 Followers 696 Following
Adam Ozimek @ModeledBehavior
90K Followers 890 Following Chief economist at @InnovateEconomy. Host of the EconTwitter Water Cooler, live on twitter spaces and downloadable here: https://t.co/toyjfDruRu
David Keller, CMT @DKellerCMT
50K Followers 416 Following Host @ Market Misbehavior | President @ Sierra Alpha Research | @CNBC Contributor | Former StockCharts-Fidelity-Bloomberg | 🎺 Musician 🎶
Thoma Bravo @thomabravo
10K Followers 679 Following Thoma Bravo is a leading private equity firm focused on enterprise software and technology. Stay up to date with our latest news: https://t.co/z4Zub0xMAv
Ingrid Yin, Ph.D. @IngridYin18
172 Followers 840 Following Co-Founder and Portfolio Manager, MayTech Global Investments. Investment Focus: Technology Innovations, Advances in Healthcare, and Emerging Consumers.
Adam Schefter @AdamSchefter
11.6M Followers 4K Following ESPN Senior NFL Insider. Host of the Adam Schefter Podcast https://t.co/Rrty23Lfn7
Bryan Green @BryanGreenbaum
2K Followers 3K Following Ex- college wrestler, ISSA certified personal trainer, BJJ purple belt, Co-Founder of @fetchsocial_ and weekend economics lovers.
WhiteFalcon @WhiteFalconCap
2K Followers 971 Following Investor at White Falcon Capital. Happy to talk stocks. Nothing here is investment advice. Do your own DD.
Matthew Frankel, CFP�... @MattFrankelUSC
10K Followers 1K Following CERTIFIED FINANCIAL PLANNER® professional. Motley Fool analyst. Value investor. 2017 SABEW winner. Tweets reflect my own opinions.
Maxfield on Banks @MaxfieldOnBanks
20K Followers 1K Following a digital diary of american banking, by john j. maxfield
Michael Scofield @micscofie1d
2K Followers 374 Following Eat. Sleep. Invest. Repeat | Exploring stocks & finances | CEO Wednesdays: Celebrating impactful leaders | Sunday Deep Dives: Breaking down businesses |
Charles Dean Trading @US_Trader82
361 Followers 2K Following Day Trader #Stocks #Crypto, Software Developer, #Cryptocurrency investor, Financial Freedom Seeker, Retirement Planner. Not a Financial Advisor.
Mike Blahnik @mikeblahnik
122 Followers 471 Following No tweets about stocks, even the one I got right. Fan of chocolate, First Amendment and Packers (plus the points). Retweets are when I fwd someone else’s tweet.
Juan De Los Rios @juanjose2608
126 Followers 728 Following
Gone Fishing! @GoneFis56071474
205 Followers 2K Following YOLO'd. Eternally seeking Peaceful Mind = Peaceful Life🧘🏻♂️
Indra @IndraStocks
6K Followers 785 Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. Working on @Clarity_Markets
Commonstock @JoinCommonstock
25K Followers 470 Following A community that amplifies insights from top investors, backed by the performance and portfolio in their linked brokerage accounts.
icemancapital @icemancapital
2K Followers 1K Following
Enrique Abeyta @enriqueabeyta
13K Followers 277 Following 30 YEAR STOCK MARKET WARRIOR - Editor @ The Maverick, Founder @STPAlgo, CEO - New Press Vinyl, Project M / @revolvermag
Pierre Andurand 🇺�... @AndurandPierre
63K Followers 2K Following Hedge Fund manager specialized in commodities. GLORY_WS founder and chairman. Life long learner. 7 MSc. Oxford, Columbia, LSE, JHU, INSA and HEC alumnus
Cassandra B.C. @michaeljburry
1.4M Followers 0 Following
Credit Spread Alert @AlertCredit
9K Followers 4K Following A simple, unbiased and trusted tool for traders and investors to follow the directional bias and signals of credit spreads at https://t.co/n0jzXFdQCL.
Buyside Bogey @buysidebogey
6K Followers 550 Following L/S equity HF. Mostly consumer and internet. And I’m not your brah.
YipitData @yipitdata
4K Followers 239 Following Actionable data on companies that matter to you. We analyze billions of data points every day to provide accurate, granular insights. [email protected]
Francois Trahan, M²S... @FrancoisTrahan
12K Followers 122 Following Founder of the @macroinstitute. Publishing macro research for 25+ years. Subscribe to Macro Monday: https://t.co/t0iUZdgkdH
Benjamin Tan @ConsumeOwnTech
2K Followers 2K Following Mental health tech startup + non-profit | Investor | Author | Not financial advice
Kai Wu @ckaiwu
7K Followers 1K Following ⚡ Founder, Sparkline Capital | ✨ $ITAN + $DTAN ETFs | 🔭 Intangible Value Investing Using AI + NLP | Email List: https://t.co/jJEelP9wsv
Monocle Man @MonocleMan1
8K Followers 6K Following Endowment investor, father, husband to @sarahheer1. Passionate about liberty, investing, CFA/CAIA, sports. Amateur musician. All opinions my own
Ann Handley @annhandley
51K Followers 21K Following Author. Speaker. CCO. Everybody Writes 2 is out now! More than 50k read Total Annarchy, my newsletter on writing, marketing, living your best life.
Drowsy Investor (Shoo... @drowsyinvestor
8K Followers 592 Following Sleepless investor | All things $AXON and other leaders | "Shooting the Bull with Drowsy and Bear" Pod on Spotify, Apple Podcast, and Amazon Music
Matt Derella @Derella
17K Followers 7K Following Ads Guy LinkedIn, Board MoneyLion, VC at 01 Advisors. You can find me in NYC or at The Shore. Formerly led teams at Twitter and Google.
Hoagie Capital @hoagiecapital
323 Followers 735 Following Just a dude with a lil capital and a lotta lunch meat, tryna stay humble on these streets. Not investment advice (CLEARLY).