Vesper @VesperMusing
Joined April 2017-
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Following488
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Re-upping this post, in light of the eviction moratorium under discussion in LA County: What every voter should know about housing policy: 1. Rents reflect the balance of supply of apartments and demand for those apartments in a given area. That’s it; there’s no magic. If you…
In 2012, I was the associate director at the Bureau of Economic Analysis (*not BLS*) and was responsible for preparing the estimates of gross domestic product. Mr. Hassett gets several things wrong here. (1/n) (Thread)
In 2012, I was the associate director at the Bureau of Economic Analysis (*not BLS*) and was responsible for preparing the estimates of gross domestic product. Mr. Hassett gets several things wrong here. (1/n) (Thread)
What are the best "share cannibal" businesses currently out there? In other words, what companies could reduce share count the quickest over the next 5 years? Two companies that immediately come to mind: $LOW and $DBX
$AAIC $EFC Ellington Financial and Arlington Asset Investment Corp. Announce Definitive Merger Agreement - - closing 4Q23 businesswire.com/news/home/2023…
$AAIC Arlington Asset Investment: Mortgage REIT at a 60% NAV Discount and Positioned For Sale or Liquidation I estimate that liquidation could return $5.55/share (+114% return vs 5/17 price) with a majority of proceeds available within a few months. konekoresearch.substack.com/p/arlington-as…
I’ve been in Congress for 100 days. Most of the really angry voices here are faking it.
"It is clear that the proposed transaction, if allowed to proceed, would constitute the most egregious expropriation of value by a Dutchman since Peter Minuit acquired the island of Manhattan for sixty Guilders of trinkets in 1626." $HDG.NA $HDUGF
"It is clear that the proposed transaction, if allowed to proceed, would constitute the most egregious expropriation of value by a Dutchman since Peter Minuit acquired the island of Manhattan for sixty Guilders of trinkets in 1626." $HDG.NA $HDUGF
Good stuff, as always.
Creative! And talented. These would blow up Etsy.
Creative! And talented. These would blow up Etsy.
JUST NOW: "This nation produces 350 million cans of soda every day. If we can produce 350 million cans worth of soda a day, we can produce 30 million tests a day. " Nobel Laureate @paulmromer on report calling for huge increase in testing. @NewDay
This is what real analysis looks like. No spreadsheets required.

EvangelinePartridge @6q21l43z4s0eW
27 Followers 1K Following Be a girl with a mind, a woman with attitude, and a lady with class.
Hailey @nosaihi1971
3 Followers 241 Following Life has no rehearsals; every day is a live broadcast.
Drusilla @Orbrautqerj537
38 Followers 2K Following Don’t be the girl who needs a man, be the girl a man needs.
DinahIsabel @CdYlFP2K2G21c09
13 Followers 656 Following
Wanda @Uibalfe1190
41 Followers 2K Following A woman with a voice is, by definition, a strong woman.
PoppyDoherty @934fJ936Pi1MK7N
13 Followers 659 Following
Margaux @COberbrunn43781
58 Followers 3K Following
IPO_FirstDay🇺🇸 @Xare2096504
34 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
VernaLucius @I7mmX6FktPFS1b
30 Followers 1K Following
Lenora @Ohifie493
52 Followers 2K Following Confidence is not “they will like me.” Confidence is “I’ll be fine if they don’t.”
Kebba @Kebba1067844
316 Followers 7K Following They went to a place called Gethsemane, and Jesus said to his disciples, “Sit here while I pray.”🙏🏼
Major Farrell @FarrellMaj46217
98 Followers 5K Following
Jesus is my lord @Jesusismyl89262
395 Followers 7K Following Matthew 5:3 Blessed are the poor in spirit, for theirs is the kingdom of heaven. Mark 10:21 And Jesus, looking at him, loved him, and said to him,
Jacqueline @tXQ0902QoGWA39
28 Followers 1K Following Coffee addict ☕ | Bookworm 📚 | Traveler ✈️ | Dreamer 💭
Heather Geer @marypeter84911
45 Followers 577 Following I am a bitcoin investor fell free to chat me and invest
Robin Dods @toy59496
332 Followers 154 Following When faced with a choice, choose the option with the highest geometric mean of outcomes, as ultimately everything in life is an arbitrage.
Breaso @Breaso407418
25 Followers 3K Following
Michael Ortiz @MichaelOrt17113
20 Followers 2K Following
SleepWellStocks🇺�... @Ewawirjoo976
32 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
Psyop Capital @psyopcapital2
178 Followers 5K Following
Keith D. Smith, CFA @Bohnoeffer_KDS
69 Followers 2K Following Portfolio manager, Bonhoeffer Capital Management; Advisor, Willow Oak Asset Management. Manager's thoughts are his own. Disclosure: https://t.co/UXgOdyiQ0Z.
Ron Shamgar @R0nShamgar
273 Followers 7K Following Head of Aussie Equities & Portfolio Manager of TAMIM All Cap/Small Cap Funds. 21 yrs experience in ASX small caps. Investing is my passion. Views are my own.
Mike Barnes aka Cashc... @real_MikeBarnes
4K Followers 1K Following Crack resource trader. I used to own a ton of Wesdome Gold Mines Ltd. I prefer anonymity. Nothing here is a recommendation.
michael loftis @maloftis1
1K Followers 2K Following Recovering corporate attorney (Mayer Brown; Keating Muething & Klekamp) and investment banker (Lehman Brothers, Barclays Capital)
rst22011 @rst22011
67 Followers 797 Following
Addie Jorn @AddieJorn14774
107 Followers 4K Following
Phil Timyan @PhilTimyan
10K Followers 5K Following Private investor, hedge fund manager, and blogger with over 25 years professional experience in community bank stock investment and shareholder activism.
Shaun Nestor @DirtDealMaker
873 Followers 1K Following Land Development & Multifamily Broker Mostly in Los Angeles, SFV, & Ventura County. Slingin' Dirt. Construction Nerd.
Make money easily @grbqs4vhc3snY
7 Followers 475 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Dushan Ranasinghe @dblacksquish
37 Followers 276 Following
Ivo Novák @Czech_investor
286 Followers 497 Following Ex banker & pro poker player, investor. Focused on deep value & turnaround plays. Sharing my investment thesis. Not financial advice – risk is real.
Quipus Capital @QuipusCapital
3K Followers 1K Following A global search for value investment opportunities. https://t.co/j1UIABgRE1
Martin Shkreli @MartinShkreli
358K Followers 8K Following https://t.co/vJE5wyFDrX https://t.co/GUy99qMi2O - join our Discord! e/acc
marginofdanger @marginofdanger
7K Followers 107 Following Sharing my personal views, not investment advice. Please do your own work.
Mayor of Offshore Dri... @offshoremayor
4K Followers 2K Following Captain of a deepwater drilling asset
Bid Bird @BidBird10
4K Followers 68 Following Contrarian, who likes niche markets. I have a Substack where I write about companies that no one else does. Available in English and Finnish 🇬🇧🇫🇮
LZ @lzab1453
2K Followers 460 Following Interested in shipping and financial markets. I express my own views, no investment advice https://t.co/LznWwEYXyB https://t.co/udeQ684e7s
Makai Research @MakaiMarine
4K Followers 3K Following Tanker market research & analysis, with a data-driven offering of macro & oil market fundamentals. Experience: refining | oil trading | shipbroking | cap mkts
Kingdom Capital @kingdomcapadv
11K Followers 697 Following Opinions on stocks, which are not investment advice.
Straight Talk @NoSpinEvidence
853 Followers 160 Following The Evidence-Based Policy team at @Arnold_Ventures distinguishes credible findings of program effectiveness from the many others that claim to be.
Fabre Research @fabreres
295 Followers 161 Following Academic, comments on stocks. Not financial advice.
Strawman @strawmaninvest
7K Followers 20 Following A private online investment club, with a focus on ASX small-caps.
Private Eye Capital @PrivateEyeCap
4K Followers 780 Following Rarely in doubt, Frequently wrong. Stock & REIT ideas. #FinTwit DJ. Mainly followed by TwitterX ladybots
Century Egg Credit @yummyCenturyEgg
2K Followers 470 Following Smells like shit, but tastes like rotten eggs...if you like that type of stuff https://t.co/uVm8nlfBWm
Robin Dods @toy59496
332 Followers 154 Following When faced with a choice, choose the option with the highest geometric mean of outcomes, as ultimately everything in life is an arbitrage.
Look down, not up @lookdownnotup
1K Followers 261 Following Looking for 1 foot hurdles. Find most in special situations. Aim to replicate young Buffett & J. Greenblatt in making 50% annual returns. Not investment advice
KMP @kmptrades
61 Followers 81 Following Sharing thoughts on special sits while trading my own capital. Not financial advice.
Jason Hirschman @EightTrack180
17K Followers 1K Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
secretlyaninja @secretlyaninja
1K Followers 156 Following Twitting some of my stock trades or ideas in semi-real-time to keep myself accountable. Not investment advice. Do your own due diligence.
DMX Asset Management @DMXAsset
4K Followers 497 Following Australian Micro and Nano-Cap Specialists. Genuinely differentiated exposures in a difficult to replicate strategy.
Bud Fox 24 @24Fox614
2K Followers 152 Following Small cap value /special situations investor/ speculator. Bottoms up, fundamental analyst that talks to management teams. Courage & Conviction on Seeking Alpha.
P14 Capital @P14Capital
372 Followers 75 Following P14 Capital uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Not investment advice. Free research below:
Matt Jester (The Micr... @Matt_Jester
251 Followers 249 Following Value Microcap Investor, IT Manager, Tennis Player, Car Enthusiast, LA Kings & Fantasy Baseball/Football Fan
Ronbo @Ron284Ron
2K Followers 93 Following I don't say much, but when I do it's usually worthwhile. Surrounding myself with good people looking to make a contribution. No one has a monopoly on ideas.
Fox Castle Holdings�... @FoxCastlehold
7K Followers 156 Following Private investor. Likes family run companies. SFAF member. Fulham FC fan. Newsletter: https://t.co/okS6ypMBPT
Real Assets Value @RealAssetsValue
4K Followers 1K Following Trying to build wealth and learn something investing in listed real estate
Catahoula @Catahoula_Value
3K Followers 2K Following Invests: OTC Banks, land plays and special situations. Respects: Management integrity, strong balance sheets and dividends. Favors: 100+ year franchises.
Lee Roach @leevalueroach
8K Followers 262 Following I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
Made in Japan 🇯�... @InvestInJapan
9K Followers 908 Following Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
molson 🧠⚙️ @Molson_Hart
80K Followers 3K Following Founder and CEO of Viahart, a consumer products company. Founder and former CEO of Edison, a legal tech company. Doer of many things.
Chris Shipping 🚢�... @christankerfund
19K Followers 245 Following CPA - Sr Director / Gym / Chocolate Lab dad / Avid Investor / USA Shipping focused - Tankers, Bulk, Containers, LPG, LNG; and Energy related equities
Mr Neutral Man aka "H... @Mr_Neutral_Man
11K Followers 1K Following Value investing and leg day are both about your capacity to suffer. BBQ Dad of the Rockaways! Free newsletter [email protected]
Phenom Capital @phenomcapital
660 Followers 252 Following Engineer and investor. Looking for microcaps with inflecting earnings and a margin of safety. No investment advice.
Lu Kapreliants @LuKapreliants
655 Followers 426 Following Leveraging our high-end homes expertise to pioneer design-centric infill housing in LA.
Norgard @BrianNorgard
101K Followers 1K Following Ex-CPO Tinder, Norgard Capital, SpaceX/Lyft/Notion/AngelList/Airtable/eToro/StockTwits/Deel/StatMuse/DiDi/River/Alpaca/LiquidDeath/Sword/MySpace
Zeljko Obrenovic @ObrenovicZeljko
2K Followers 645 Following Individual Investor; Author of One-Foot Bars Newsletter https://t.co/0CPM513RTX
Leahi Capital @LeahiCapital
176 Followers 175 Following I write about value investing opportunities in small, under-researched companies.
Cluseau Investments @blondesnmoney
48K Followers 1K Following Not Financial Advice Insert extremely corny quote here
Floebertus @Floebertus
5K Followers 751 Following We research companies globally and find outperforming stocks where others aren't looking. Not financial advice. https://t.co/Y9o6L88HS6
Jamie Halse (Senjin C... @JamieHalse
5K Followers 802 Following Japan-focused constructive activist fund manager. Flexible, tailored approach to unlocking deep-value trapped in inefficient ops and balance sheets. DMs open
michael loftis @maloftis1
1K Followers 2K Following Recovering corporate attorney (Mayer Brown; Keating Muething & Klekamp) and investment banker (Lehman Brothers, Barclays Capital)
Michigan Value Invest... @Michigan_Value
1K Followers 63 Following Yup, it's really me, the one and only MVI
Random Guy, 75 IQ (Te... @RandomGuy5567
399 Followers 180 Following Jim Jones follower. Searching for over-levered value traps in dying industries. Subscribe to my newsletter and I'll front-run you into/out of crappy microcaps.
Ina, The African Farm... @BuyCheapNPray
4K Followers 570 Following Right wing corporatist. Mandingo girl from the savannas. I like to buy cheap stocks. Idols: Schloss, Spitznagel, Keith Gill. https://t.co/8eo6fiLzvS