Upslope Capital @UpslopeCapital
Long/short. See website for important disclosures. May hold positions in securities mentioned. UpslopeCapital.com Englewood, Colorado, U.S.A. Joined January 2016-
Tweets5K
-
Followers22K
-
Following489
-
Likes14K
Community Notes vs TikTok Policy
New paper from Norway: Banning smartphones in school - significantly decreased doctors visits for psychological symptoms and diseases among girls - reduced bullying among both genders - improved girls’ GPA and attendance rates - largest effect sizes were among the poorest kids
BREAKING: UK is putting its defence industry on a "war-footing" - investing £10 billion to ramp up production- as part of a plan to increase defence spending by 2.5% by 2030, Prime Minister @RishiSunak has declared. This is a really big deal
You don’t *have to* get mad about someone else’s lousy investment thesis
Upslope's Q1 2024 letter: upslopecapital.com/s/Upslope-2024…
short selling is as spiritually ugly as its payoff structure. imagine trying to cut off the right tail of the future.
Somehow we've already reached the short-selling-is-evil part of the correction -- impressive, very nice
Somehow QQQ now underperforming MDY (midcaps) ytd now
Brandon Beylo @marketplunger1
73K 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
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
100K 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
Jerry Capital @JerryCap
41K Followers 564 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.
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.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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”.
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
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.
T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Yaron 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/2ryxQtceTv
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Lighthouse by CTFN @Lighthouse_CTFN
182 Followers 89 Following Lighthouse offers a daily rundown of public co merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
Rockhaven Resources @RockhavenRK
3K Followers 5K Following Rockhaven is advancing its 100%-owned Klaza Project, which is one of the highest-grade gold deposits in Canada's Yukon.
Francesco Paganelli @FrPaganelli
590 Followers 1K Following Aspiring investor, Chartered Financial Analyst, Senior Manager Research Analyst @MorningstarInc
Bill Gates @ElonGates420
8 Followers 112 Following
Hunter @h_beebe33
66 Followers 56 Following
Shantanu Mukherjee @ShantMukherjee
80 Followers 529 Following
Rydrewez @rydrewez72169
1 Followers 192 Following
Zero Capital @IHaveNoCapital
56 Followers 150 Following One (young) person Absolute Return Long-Only shop with minimal assets. Not advice.
Alberto @Granbert0
74 Followers 1K Following
Tom Greg @TG116613
32 Followers 66 Following
Alan Chung @alanhchung
232 Followers 503 Following
chris @cjmarrio
28 Followers 188 Following
No BS @no__bs__
34 Followers 147 Following
Bryan Wittman @alhoabw
87 Followers 739 Following
Suhail Ahmad @SuhailAhmad
2K Followers 1K Following Every great company was once a venture company. I help build and invest in future greats. Not investment advice. Connect 👇🏻
Dean @Dean58142730
16 Followers 51 Following
William Rizk @William76422232
128 Followers 533 Following
Kirthi Banothu @kirthibanothu
11 Followers 336 Following
Peter Orlicki @OrlickiPeter
3 Followers 37 Following
Baby Yoda @jedinomics
2K Followers 500 Following master of behavioral finance & economics, and the force
Jessie Dowell @cheetos1984
19 Followers 170 Following
David @DavidCao23
1 Followers 637 Following
Kudret Karadag @KudoKara81
42 Followers 427 Following
Sam @motelsam
20 Followers 157 Following
Javier Sabater @JaviSabater
30 Followers 298 Following
Valentino Pozzi @PozziValen97
20 Followers 104 Following Curioso di finanza. I miei tweet esprimono la mia opinione personale e non rappresentano un consiglio finanziario.
AtlasShrugged @Galtdaddy
59 Followers 482 Following
Deej @deej000000
113 Followers 695 Following
EuroCFO @CfoEuro93567
94 Followers 197 Following
Special Sits Capital .. @SpecSitsCapMgmt
2K Followers 289 Following Opinions are my own, not investment advice.
Leshousm @leshousm65321
0 Followers 152 Following
Bartolomeo @bartlom3o
0 Followers 847 Following
CptChunk @xCptChunkx
32 Followers 169 Following
LM @LunaRossaLM
17 Followers 258 Following
jbdt31 @jbdt31
53 Followers 386 Following
a cold floor @a_cold_floor
33 Followers 279 Following
Gassner Martin @mI0cap
128 Followers 1K Following #finance #investing #financialmodels #stocks #research
Federico @fmaiardi
38 Followers 3K Following
Brandon Beylo @marketplunger1
73K 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
modest proposal @modestproposal1
100K 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
Jerry Capital @JerryCap
41K Followers 564 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.
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.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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”.
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.
T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Yaron 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/2ryxQtceTv
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.
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Luis V. Sanchez @LuisVSanchez777
7K Followers 749 Following Founder of LVS Advisory, a boutique investment firm. [email protected]. Tweets are for information only, not investment advice.
Variant Perception @VrntPerception
24K Followers 476 Following Operating at the intersection of market history & data science, we believe man + machine beats man or machine alone.
Turtle Bay @turtlebay_io
16K Followers 360 Following Business History l Investment Cases l Financial Data
HatfieldCapital @HatfieldCapital
682 Followers 791 Following Some water drying up, some sinking down.
FuzzyPandaPA @FuzzyPandaPA
890 Followers 298 Following PA ideas & random thoughts from founder of https://t.co/yYv4TwdZnE Avid Unicorn Hunter! See @fuzzypandashort for deep due diligence, come here for the noise!
Matt K @KmateoK
539 Followers 3K Following Sometimes share ideas in search of feedback. Never financial advice.
Dan McCrum @FD
37K Followers 1K Following FT Investigations. Dubious accounting and all that. 'Your sister’s nice boyfriend'. Wrote Money Men https://t.co/VULbCyRQT1…
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 181 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Extend & Pretend Cowb.. @Cashflow_Cowboy
9K Followers 1K Following Family office. Venture capital with a splash of RE and SMB. Community, investing nonsense, wrestling gifs. Austin spam. DM me. [email protected]
Lingling Wei 魏玲�.. @Lingling_Wei
79K Followers 239 Following Super proud mama of an aspiring writer. @WSJ Chief China Correspondent. Coauthor w/@bobdavis187 of “Superpower Showdown."
PsalmLeverage @BitMoreLeverage
352 Followers 323 Following I like stuff priced like it's broken. Some of it probably is. LO Analyst.
BebopCap @bebop_cap
160 Followers 513 Following stock picker swinging on hard to analyze stocks that nobody likes
Alex Turnbull @alexbhturnbull
604 Followers 928 Following Investing, materials, energy, open-source modelling of energy and resources
Bill Bishop @niubi
194K Followers 6K Following Sinocism https://t.co/4IciuAHywl Co-founded https://t.co/e9DjtXQ6tc. Sharp China Podcast https://t.co/qVWELS0lYq
Kris Sidial🇺🇸 @Ksidiii
61K Followers 570 Following Co-CIO of Ambrus| (Focus: Exotic Derivatives/Volatility/ Tail risk hedging )| @penn guy (Not investment advice)
Charioteer Investing @Chariot_Invest
7K Followers 827 Following Ex-Equity Analyst, now Private Investor: Nothing here is investment advice. Check out my blog for stocks I'm interested in: Aero/Def, Tech, Consumer, Industrial
zatapatique @zatapatique
7K Followers 807 Following Princess Bride. Speculates about what jet fuel can and cannot melt. #Volettwitter. 'When you measure include the measurer.' - MC Hammer
Myles Danielsen @MylesDanielsen
7K Followers 1K Following Managing Director @ Hall Capital | Allocating capital to investment managers across asset classes | Prev: Obama '08 and @stanfordgsb
Ernie “Big Ern” M.. @ILMinvestor
270 Followers 497 Following 1978 Odor Eaters bowling champion. A real Munson.
Blue Orca Capital @blueorcainvest
16K Followers 151 Following We are biased investors. So are you. The tweets from this account reflect solely the opinions of Blue Orca and should not be construed as investment advice.
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Lukasz Tomicki @tomicki
3K Followers 1K Following Founder and Portfolio Manager of LRT Capital. Monthly mailing list: https://t.co/5m6qDVA6re
Robert Smith @BondHack
44K Followers 3K Following @FT Corporate Finance Editor. Digging into dubious debt etc. Have a tip? Email: [email protected] / [email protected] | WhatsApp/Signal: +447921685062
FactSet @FactSet
116K Followers 295 Following We help financial professionals stay ahead of market trends, access company & industry intelligence, monitor portfolio risk and performance, and execute trades.
Schoebs @willschoebs
6K Followers 4K Following Entrepreneurial company building & investing in 🇯🇵 Share thoughts on 🇯🇵 software & entrepreneurial opportunities on Japan Business Insights (see below)
Raging Capital Ventur.. @RagingVentures
57K Followers 942 Following Commentary on investing, politics, tech, and start-ups. Not Financial Advice. Sign-up for free quarterly newsletter: https://t.co/6G64m7pEi0
Dirty Texas Hedge @HedgeDirty
19K Followers 344 Following Just here to say things which are true but too unprofessional to put my name on #EFT "I've been ballin' since we had to take the TAAS test" - Lil Flip
Gray Fox @GrayFox3006
2K Followers 306 Following Without winners, there wouldn't be any civilization - Woody Hayes
Elevator Pitches @eIevatorpitches
1K Followers 423 Following Stock Ideas from Investment Professionals Subscribe: https://t.co/D8V9J32Nul
Mitt Romney's IRA @unlevered
224 Followers 1K Following “Somebody (else) has to occupy the tough niches of the economy. We need you!”
Capital Capital @Cap1talCap1tal
179 Followers 464 Following Starting anew. Lover of stonks. Disliker of frauds. Still no profile picture. Personal account -- not investment advice.
Paul Podolsky @paul_podolsky
3K Followers 874 Following Founder Kate Cap,Still Press. Author. Frmr Bridgewater. Newsletter: https://t.co/1S33w3lmTW Podcast: https://t.co/0bqEPzhog1 Not investment advice
alexandra scaggs @alexandrascaggs
25K Followers 4K Following emotive forces shape the gestalt of the brand identity / on parental leave / @FTAlphaville / https://t.co/HzQGtDhzPP
Jason Liebel @JasonLiebel
134 Followers 4K Following Real estate, investments, finance. Former asset allocator engaged in public markets and private real estate development. 🇺🇸🇸🇪
Brad Lyons @BLyons151
8K Followers 344 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
J Capital @JCap_Research
20K Followers 784 Following Activist short- and long-research shop publishing investigative reports on publicly traded companies. Look for @jcap_research, ahem, elsewhere.
Josh Clarkson @jclarkson203
3K Followers 2K Following Financial flack, Hawaiian pizza, coffee enthusiast, avid omnivore, mystery & history junkie, obscure fact aficionado. Tweets not even opinions, just bad jokes
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
OpTrack.io @OpTrackIO
134 Followers 100 Following Find new investments and improve your diligence process with quantitative analysis of key executive and board member track records - [email protected]
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." I write @ https://t.co/u3q6xwP2Zk
Siegfried Eggert @SGEggert
3K Followers 1K Following Special situation investor; CEO of Grizzly Research LLC. In my whole life I have known no wise people who didn't read all the time - none, zero!
I don't know what will happen to the stock in the next 12 months, but if you're choosing a very expensive vehicle aesthetics business providing a product with no materials science advantage that others can copy as your hill to die on, I question your judgment.
Once again, shorting at the highs (after a pump) actually is starting to work, yet those who tried to "press hard short after the jaguar jumped from the tree" are still very much in the hole.
Certainly doesn't look like vaporware... $XPEL designnews.com/automotive-eng… ppg.com/en-US/advanced…
@capitaldoc This was what was posted in a short report by Culper. Entrotech is one of several supplies to XPEL. The PPG product is vaporware at this point. No commercial scale or evidence that it will eat into XPEL's business. But yes that short report did introduce doubt in many minds.
Lol. Definitely hasn't been a history of "police terror" in communist governments, theocracies, or monarchies. Down with capitalism! Four legs good, two legs bad!
“If we want to bring an end to police terror in all its forms and if we want to bring an end to imperialism, we will have to bring an end to the capitalist system that gave birth to them both.”
We are cooked
Dave & Buster's will begin allowing customers to bet on arcade games “Customers can soon make a friendly $5 wager on a Hot Shots basketball game, a bet on a Skee-Ball competition or on another arcade game.” on.nbc10.com/n1G4KHf
@WaterworldCapi1 @TheNarrenschiff Shorts: what’s going to happen over the next 6 months that will ruin 10-year investors 2034 numbers?
The PRC used dangerous maneuvers and water cannons to disrupt a lawful Philippine mission providing food and fuel to fisherfolk within the 🇵🇭 EEZ. The Philippines can count on U.S. support as #FriendsPartnersAllies to uphold freedom of navigation and international law.
The intifada was suicide bombings of busses, restaurants, cafes, and bars. This isn't like the student peace protests of the 70s, and these aren't hippies. These protestors keep telling people who they are, but many superimpose something else on to them
READ: France reacts on the latest incident in the South China Sea In a post, France expresses its concern over the incident causing damage to Philippine Coast Guard and BFAR vessels. "We oppose any threat or use of force contrary to international law," the Embassy said. France…
❖ MOST PEOPLE WHO TRY OBESITY MEDS QUIT The majority of patients prescribed weight loss drugs for obesity stop taking them because of side effects and cost, according to the results of a new survey from HealthCentral, a leading digital platform focused on informing and…
@UpslopeCapital Has anyone reached out to Mr. Beast for comment?
Why are we normalizing/encouraging psychopathy in financial media? For the love of god stop inviting this woman on. $14B incinerated and counting.
Robotaxis will generate 8-10 Trillion in revenues in 2030, half of which will go to platforms like Tesla $TSLA says Cathie Wood
Wow, didn’t realize FSD tech was so bad that we are allowing it to be exported to China.
$TSLA ❖ ELON MUSK’S TESLA STRIKES DEAL WITH CHINA’S BAIDU FOR DRIVER ASSISTANCE Tesla is partnering with Chinese search giant Baidu to deploy mapping and navigation technology in China, as Elon Musk moves closer to rolling out more advanced driver assistance features in the…
The day is March 28. You get Tesla’s q1 results early. The business imploded - deliveries missed, cash flow missed. Yikes. You finish eating a big serving of glue and you buy the stock. You had a great month.
There isn't a lot of Danes on Fintwit, but retail Danes love pharma stocks and bubbles most of all
One counterpoint to this idea that intangible investments are causing GAAP earnings to be understated at companies like $MSFT... Their capex is far greater than their D&A currently (e.g. MSFT D&A is ~15b but they will spend 50b+ on capex this year). So perhaps the R&D spend…
4/ The sizeable impact of intangibles at Microsoft: "Based on figures from June 30, 2023, the end of the company’s fiscal year, the trailing P/E went from 34.9 as reported to 30.5 as adjusted, and EV/EBITDA went from 24.2 to 16.9. These are material differences".
Trends for United States
You might like
