The Patient Compounder @TPCSubstack
Investment research on the world’s best serial companies and compounders. $CSU $FICO $AXON $WTC.AX $TOI ect. Substack Below. DM's Open for ideas and feedback thepatientcompounder.substack.com Joined May 2026-
Tweets60
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Followers9
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Following31
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Likes15
One of the most interesting companies on Earth is trading at an astronomical valuation! Please check out my comprehensive analysis of SpaceX $SPCX including a business breakdown, IPO analysis, capital intensity, and my candid investment thesis. COMPLETELY FREE link BELOW 🔽🔽
@drp825_ Financial independence through a portfolio of businesses I’d be comfortable owning for decades. Simple goal. Long time horizon.
@FIREDUpWealth $CSU.TO on the dip
@NotA_Bull $CSU.TO and $FICO
@realroseceline Borrowed ideas can be useful. Borrowed conviction is dangerous. The real edge is doing enough work to know exactly why you own a business, what would change your thesis, and what noise you can safely ignore.
@cmsinvests IMO optimal is ~10-12, but I prefer to invest strictly in companies that meet my criteria. No sense in buying companies for the sake of owning additional stocks, rather just sit on cash or an equivalent cash proxy.
@TheMoMoDesk I just posted a FREE breakdown of Manhattan Associates Q2 Earnings, pinned in profile! Check it out.
@cfromhertz I just posted a FREE breakdown of Manhattan Associates Q2 Earnings, pinned in profile! Check it out.
@cfromhertz I just posted a FREE breakdown of Manhattan Associates Q2 Earnings, pinned in profile! Check it out.
One of the highest-quality supply chain software businesses is showing renewed momentum. Manhattan Associates $MANH just delivered: • 26% cloud subscription growth • 23% RPO growth • Early signs of meaningful AI monetization Completely free. Link below 🔽🔽
@FindleysFinance Is this his personal portfolio? His list of pabrai funds holdings are much more exhaustive.
@BrandonWealth I just posted a free Company analysis + Valuation Constellation Software on my substack, link in my bio
@patientinvestor I just posted a free Company analysis + Valuation Constellation Software on my substack, link in my bio
@NewcomerInvest I just posted a free Company analysis + Valuation Constellation Software on my substack, link in my bio
@3Plantey2 I just posted a free Company analysis + Valuation Constellation Software on my substack, link in my bio
@DimitryNakhla I just posted a free Company analysis + Valuation Constellation Software on my substack, link in my bio
Monica Shelley @MonicaSheliygv
4 Followers 622 Following
Florence @rtttttew
266 Followers 604 Following
Societys Downfall @UnsafeWorld1
74 Followers 236 Following
13F investor @cloneinvestor
8K Followers 390 Following Mediocre investor who clones super-investors. work hard to make life easy. Unoriginal stock write ups @ https://t.co/QKAddYu9qx
IlaStone @Lusio86053339
8 Followers 349 Following Enjoying the journey one day at a time Enjoying the beauty of now.
Drew schneiderman @Drewschnei52217
4 Followers 55 Following
Sustainable Growth @fintegrate
4K Followers 291 Following Growing my lot with the world’s best businesses. Not Selling anything. If you see msgs advertising “my trading strategies “ it’s not me. Not financial advice.
Ernest Wong @ErnestWongBWM
10K Followers 831 Following Head of Research @BaskinWealth Baskin Wealth Management or I may own stocks mentioned. Posts are not investment advice.
Ian Cassel @iancassel
295K Followers 663 Following Finding great companies early @MicroCapClub // @PlanetMicroCap // @IntelligentCM // Author of "Stock Picker" https://t.co/SxPFqb5B0P
Upslope Capital @UpslopeCapital
28K Followers 642 Following Long/short. See website for important disclosures. May hold positions in securities mentioned.
Jerry Capital @JerryCap
60K Followers 614 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Alex Morris (TSOH Inv... @TSOH_Investing
66K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
SouthernValue @SouthernValue95
39K Followers 2K Following Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger Nothing here is investment advice
Invest In Assets 📈 @InvestInAssets
122K Followers 421 Following Helping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈
Sidecar Investor @sidecarcap
28K Followers 869 Following Private Investor | World-Class Operators | DMs Open
Long Equity @long_equity
83K Followers 571 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/MEzmc2pDnx
Barry Schwartz @BarrySchwartzBW
38K Followers 350 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Trevor Scott @TidefallCapital
41K Followers 1K Following No politics, sports or social tweets. Just investing. Tweets are not investment advice.
Adrian @adrian__csc
3K Followers 418 Following Cofounder & COO @fiscal_ai | Investor | CPA | Weightlifting
In Practise @_inpractise
27K Followers 751 Following A Primary Research platform for long-term fundamental investors.
Michael Mauboussin @mjmauboussin
162K Followers 373 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
Mindset for Money @Mindset4Money_X
34K Followers 251 Following Andy | CPA | Former big 4 auditor & current analyst. Making my money work harder than I do. Nothing I say is financial advice.🍁
Mr. Misunderstood @meeijer
29K Followers 358 Following Long-term investor looking for misunderstood businesses with exceptional upside | Formerly Misunderstood Multibaggers | Not financial advice
Gab @GabGrowth
23K Followers 599 Following I write about asymmetric investments that go unnoticed, with a deep focus on emerging markets.
Vitaliy Katsenelson @vitaliyk
30K Followers 888 Following Value Investor | Student of Life CEO @ IMA | Author of Soul in the Game Forbes called me “The New Benjamin Graham”
Brian Feroldi @BrianFeroldi
674K Followers 539 Following 🔎 I Teach Investors How To Analyze Businesses | Author & Financial Educator | 20+ Years Investing Experience | Building Stock Simplifier ⬇️
SAC Research @acquirers_club
3K Followers 471 Following Investment insights on the world’s best serial acquirers and compounders. $BRK $DHR $CSU $TDG $DPLM.L $JDG.L and more. Substack 🔽 Open to DMs & great ideas!
Heavy Moat Investment... @stonkmetal
25K Followers 905 Following Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial advice
Michael Fritzell (Asi... @MikeFritzell
38K Followers 3K Following 16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. PERSONAL OPINION - not investment advice.
Garp&Chill @GarpandChill
2K Followers 683 Following Quality Growth. Compounders. Serial Acquirers. Sharing stock picks and deep-dive threads. Global equities, any size. https://t.co/b4D8RmREMq NFA.
Dimitry Nakhla | Baby... @DimitryNakhla
23K Followers 2K Following Founder & Portfolio Manager | JD 🏛 | Long-Term Investor Focused on Quality Stocks at Reasonable Prices 💵 | Not Investment Advice ‼️
TacticzHazel @TacticzH
39K Followers 284 Following Long-Term Investor | Focus on Quality Fundamental Analyses and Insights | Join 5000+ readers: https://t.co/XZyrRNCFMg | https://t.co/hbCC9qnITA
Braylen Russell @BraylenRussell
6K Followers 644 Following
Arne Ulland @ArneUlland
14K Followers 835 Following 🇳🇴 Management consultant | Quality Investing & Compounding | Books 📚 Invested a decade+ | «To finish first, you must first finish» |You might like
