Discover the next generation of hedge fund talent on Variant. Tariq Barma of Balance Capital (former Greenlight) is a concentrated, fundamentals first upcoming investor. Learn more on Variantmkt.com
Kudos to the agent who pitched Nebius this morning on Variant! Find more ideas from hedge fund analysts on Variantmkt.com today.
$NBIS $MSFT #Stocks#WallStreet
PSA for upcoming hedge fund investors.
Featuring Connie Lee (ex Tiger Global) on her new fund, Felis Advantage. See thoughts from the allocators community on variantmkt.com re the next generation of investor talent.
Question for L/S Tech and Software analysts. Is Meituan the next $DASH? Processes over 100 million daily orders. Equity is oversold and has misunderstood unit economics via a new store roll out. Join 1000s of investors on Variant. Variantmkt.com. Dm for access.…
Anyone interested in seeing what ai + investing can look like, join 1,000s of investors in the beta of Variant. DM me if you need access.
Variant was started by hedge fund analysts from Citadel, Goldman, Leucadia etc. for the next generation of investors.…
Some of the best investors are also the most under the radar. Meet Eric Khrom, who has been running his fund since 2008 and compounded at ~20% by running a concentrated portfolio of mid / small cap equities.
See more on variantmkt.com@tseides@CliffordSosin…
The Top Special Situation ideas for Q3 / Q4 from analysts. Feel free to share anything else.
$PRPL - Long: Tempur Sealy just took a 7% stake via 8M warrants @150. Looks like an early M&A setup. Stock collapsed going into announcement.
$TIC - SPAC + post merger industrial…
David Abrams is one of the greatest value investors of our generation. Founder of Abrams Capital, a true Ben Graham disciple living in the 21st century. He avoids headlines, rarely speaks publicly, and quietly compounds capital. A manager shares their perspective.…
Who are the top 3 hedge fund managers that go under the radar?
- Phoenix Cap (Leucadia spinout - global distressed)
- Vision Capital (Mel Ike, ex thirdpoint)
- Greenhaven Road (Scott Miller)
- @puppyeh1 (can find his ideas online, amazing track record and eye for value)
-…
Anyone looking at the pro forma Tempur Sealy + Mattress Firm. New angle heard on Somni Group $SGI from a shareholder - opening up ultra high end furniture galleries to take on Restoration Hardware?
variantmkt.com@GreenhavenRoad@CliffordSosin@StockJabber…
Introducing Oracle Wealth. Wealth management for the 99%. Built by hedge fund analysts for the next generation. Uncover insights now.
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I had the opportunity to meet with David Fiszel (@davidfiszel) over the years - we were both in a group meeting at a tmt conference. I remember being taken aback by just how focused he was on finding the less obvious factors for growth in names like $ADBE and $META (was the most…
Has anyone looked at the Goldman Sachs $META model recently? Explains why the stock is up so much today. Also expectations are still too low given advertising growth + whatsapp monetization over coming quarters from 1.5B dau (click to msg growth +40% last q), seems like…
38 Followers 191 Following15+ years on the buyside, love investing & like to turn over a lot of rocks. Looking for 4-10 baggers, just need one 100 bagger
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1K Followers 8K FollowingNVDA TSLA | NVIDIA Daily | Join my Patreon to learn about AI/NVIDIA/Tesla Investing | A fan of Jensen Huang & Elon Musk | My posts are not investment advice |
694 Followers 1K Following🇲🇽 Stock investor - Focused on special situations, event-driven and stocks with near/medium term catalysts... 90% of my portfolio is $TNZ
3K Followers 573 Following2 hedge fund analysts and a corp dev professional looking for compounders & special situations. We publish through @sophonatlas @alphaarkinvest
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2K Followers 2K FollowingContrarian + Calculator. Or maybe just your contra. "Retired" L/S analyst (..just means no short book anymore). Very open to thoughts/sht talk/bourbon (nyc!)
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306 Followers 206 Followingendowment investor unpacking the endowment model based on public domain examples (swib, wsib, umich, utimco). pm of hedge funds and private strategies.
1K Followers 247 FollowingRandom musings about my equity research. For it to make sense, follow @uv_shares or sign up for the free Weekly Dispatches on https://t.co/SZLkM699PL
263 Followers 247 FollowingLook for value where value can be found.
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168 Followers 192 FollowingDay job watching polls in Ben Graham’s voting machine, free time spent on the weighing machine. Basketball & Finance Tweets. Always down to read opposing views
19K Followers 5K Followingpartner @kleinerperkins; previously investing @foundersfund, first pm & early eng @scale_ai; if you like infra, ML, or poker let's chat
22K Followers 425 Following$SMLR | #Bitcoin Chairman, SMLR Scientific - 2nd US Public Co. to Adopt BTC Standard. Founder, TCS Capital. “Make Every Day A Masterpiece” (Walton via Wooden)
277 Followers 611 FollowingGold in my veins, resources in my breath. I trade chaos and currency—the real levers of wealth when the world forgets what value means.
513 Followers 2K Following🇧🇷 15y Public Equities (ex-Head of Research @ top Brazil fund), now navigating Alternatives. Former Public Co. Board Member. Tech enthusiast.
1K Followers 3K FollowingWrites about Investing x Africa. Tweets about investing,business, markets . Dumb takes, threads, memes and humor https://t.co/bEGqoM02lE
142K Followers 465 FollowingWe are the Best Option Trading Community! Live Chatroom | Webinars | Not Investment Advice | For 3 Day Trial: https://t.co/FRJZWFv60V
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