A S @absharman
… Joined June 2015-
Tweets4K
-
Followers638
-
Following773
-
Likes6K
Micah Parsons went 1v1 with a sumo wrestler 😳 This Tokyo trip is WILD.
What‘s going on in India? Have Indians fallen in love with options trading for meme stocks?
Best phone case ever.
the european office announcing another bank holiday
So many KPIs - makes your head hurt 😅
So many KPIs - makes your head hurt 😅
I just rewatched Moneyball for the first time since it came out and while I remember it being very good I didn’t remember it being this good
"I don't see the stag or the flation"
Powell: "I think it’s unlikely that the next policy rate move will be a hike."
Sunbelt 4.0 investor day $aht.ln
TIL Thomas and George Kurian are identical twins. They both grew up in India, came to the US to study at Princeton, did Stanford GSB, McKinsey, Oracle. Thomas is the CEO of Google Cloud George is the CEO of NetApp ($21B market cap) impressive af!
$GOOG $GOOGL Alphabet CEO @sundarpichai: "Taking a step back, it took Google more than 15 years to reach $100B in annual revenue, and in just the last six years, we've gone from $100Bto more than $300B in annual revenue. Of course, search continues to power that, as seen in our…
Big tech names issuing dividends and doing buybacks
We asked for a smarter Siri, and instead got calculator on IPad
Is this line causing anyone else deep, deep internal turmoil?
In 1977, Jorge Luis Borges, one of the most influential 20th c. Spanish-language writers, told William F. Buckley (whose first language was Spanish) his reasons for feeling, age 78, that English was 'far finer' than his native tongue. Right or wrong, I love his savor for language
“Such partners were no more equity holders than Colonel Harlan Sanders was a field officer” Is such a fucking mic drop by Glasscock
Prepared Remarks @Rebrand_As_Y
19K Followers 926 Following
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Jerry Capital @JerryCap
42K Followers 577 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.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Bucket Shop Capital @bucketshopcap
11K Followers 906 Following Private investor. Former allocator and buyside TMT analyst.
Pranav Rawal @PranavRawal23
2K Followers 809 Following Buyside investor; forever learner! Focus on TMT, Renewables/Clean Tech, Energy! No investment advice; opinions my own. Retweets = Bookmarks.
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
Elliot @AlphaSeeker84
2K Followers 1K Following Capital allocator, Equity Researcher, not investment advice https://t.co/8mZcVOoA4w
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Claudia Mongiovi @ClauMongio
47 Followers 5K Following
Bob Elliott @BbEUnlimited
79 Followers 4K Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | all comments are personal views and not investment advice
Bob Elliott @BobEUnlimite
50 Followers 4K Following CIO at @UnlimitedFnds |PM of $HFND | Fmr IC @Bridgewater | all comments are personal views and not investment advice
Lyla Lovin @LovinLyla63643
112 Followers 5K Following
Bank of Braavos @BankBraavos
1K Followers 1K Following Investor. Looking for growing oligopolies at reasonable prices. Mostly Advertising, Cloud/SaaS, Marketplaces, Fintech. Not investment advice.
Anonymous @user28462839
3 Followers 55 Following
Tish Strachman @StrachmanT62102
96 Followers 5K Following
MaureenCrofts @7d1T2NME6234F
69 Followers 2K Following
Carolyn Sneller @CarolynSne30266
81 Followers 5K Following
Jaymie Tysseling @JTysseli
50 Followers 5K Following
Myung Pacubas @MyungPacub14578
61 Followers 5K Following
Dacia Linwood @DaciaLinw
71 Followers 5K Following
bluedogcap @bluedogcap
0 Followers 2K Following
BoxNCase @boxncase
195 Followers 2K Following Wholesale to public :: Premium Imported, Gourmet, Fine Foods, Confectionery and Beverages.
pacific @pacifico555
87 Followers 950 Following
Susy Sanroman @su_sanro
70 Followers 5K Following
Consuelo Layssard @layss_consue
70 Followers 5K Following
Felisha Busic @bus_felis
46 Followers 5K Following
Tim Brown @Somersetkapital
20 Followers 119 Following
. @_gmilton_
79 Followers 2K Following
Shani Mullenbach @SMullenbac12047
93 Followers 5K Following
Dottie Purdon @DottieP84494
73 Followers 5K Following
Collene Ucci @UccColle
44 Followers 5K Following
Isla-grace Desbiens @DesbiensIs94005
101 Followers 5K Following
Chicken Little @TintagelCapital
620 Followers 2K Following L/S Equity Generalist. Take some risk like an adult.
Ellie Hedgepath @HedgepathE36771
68 Followers 5K Following
Nicrecaf @nicrecaf
0 Followers 1K Following
המנתח @hamenateah
6K Followers 2K Following לא יועץ השקעות, בחלק מהמניות שאני כותב עליהן יש עניין. עשו את המחקר שלכם, אל תפעלו על פי בחור מהטוויטר.
Nadine Razor @NadinRazo
28 Followers 5K Following
Jodie Standke @JodieStand98449
32 Followers 5K Following
Ruth Simpton @RSimpton325
424 Followers 702 Following Family Office Manager / DM's open for managers and investors interested in connecting
dgoff @LongmanCapital
314 Followers 2K Following
Jan Popple @JanPopple5419
81 Followers 5K Following
nikunj_patel @amNikunj
112 Followers 945 Following
Ellie Labossiere @LabossieEll
20 Followers 5K Following
Courtney Bortner @BortCourtne
68 Followers 5K Following
Camber Capital @CamberCapital
349 Followers 875 Following
- @colleganza
87 Followers 1K Following
Laticia Scale @LaticiaSca8941
40 Followers 5K Following
Cheyenne Tapscott @CheyenneTa34750
81 Followers 5K Following
Illa Keister @ill_keis
32 Followers 5K Following
Prepared Remarks @Rebrand_As_Y
19K Followers 926 Following
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
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”.
Ricky Sandler @rsandler21969
26K Followers 421 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
DaRazor @akramsrazor
18K Followers 603 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Jerry Capital @JerryCap
42K Followers 577 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.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Daniel S. Loeb @DanielSLoeb1
125K Followers 1K Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
modest proposal @modestproposal1
101K 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
Michael Ashton @inflation_guy
16K Followers 184 Following Check out the Inflation Guy podcast at https://t.co/IkrlMfK1oI . Visit our website at https://t.co/cEgFwkXfwQ !
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Conor Sen @conorsen
92K Followers 295 Following Columnist for @opinion. Founder of Peachtree Creek Investments. Sun Belt/monoculture enthusiast. The future is a policy choice.
Tracy Alloway @tracyalloway
191K Followers 5K Following Co-host of the Odd Lots podcast. I like financial crisis hindsight, spurious correlation and puppies. London ➡️ New York ➡️ Abu Dhabi ➡️ Hong Kong ➡️ New York
Chris Pavese @ChrisPavese
4K Followers 2K Following
Kaushik @BigBullCap
89K Followers 537 Following Sharing For Informational Purpose Only | No Investment Advice | Our Discord Community https://t.co/ArPBW919KR
Dario Perkins @darioperkins
60K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
Justin Wolfers @JustinWolfers
227K Followers 2K Following Professor @UMichEcon & @FordSchool | Senior Fellow @BrookingsInst & @PIIE | Intro Econ textbook author | Think Like an Economist podcast.
Jimi Famurewa @Jimfam
9K Followers 1K Following Writer, broadcaster & Evening Standard restaurant critic. Represented by @kbjmanagement + @immmy. Listen to my podcast: https://t.co/IrFWaoXowS
Josh Barrie @joshbythesea
13K Followers 3K Following Food and drink writer | newsletter @codehospitality | regular at @eveningstandard | columnist @theneweuropean | various others | #cpfc | [email protected]
Dave Morehead @CIO_Baylor
1K Followers 56 Following Husband. Father. Investor. Baylor University endowment. Thoughts on non-profit portfolio management.
Alex Clemmer 🔥🔥.. @hausdorff_space
4K Followers 1K Following Brexit, Britney Spears, and Buffalo Wild Wings. if there aint no ring on my finger you aint goin on my gram wasq'u descendent.
Baby Ackman @AckmanBaby
123 Followers 185 Following
Ryan @ RepVue @ryan_c_walsh
3K Followers 776 Following Founder / CEO of @repvue and former SaaS CRO | Sales metrics | TMT alt data | Enterprise software insights | sales transparency. Not investment advice.
Jeff Lawson @jeffiel
46K Followers 152 Following Owner of The Onion. Entrepreneur, ex-CEO and cofounder of Twilio. NYT Worst Selling author.
Benjamin Carlson @bfcarlson
69K Followers 974 Following Ex-editor @TheAtlantic, ex-China journo @AFP. Comms director. Writing is an act of freedom.
Andrej Karpathy @karpathy
982K Followers 905 Following 🧑🍳. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets 🧠🤖💥
Nathan Hubbard @NathanCHubbard
39K Followers 443 Following CEO @wearefirebird. Board @GibsonGuitar. Music/golf podcast @Ringer/@Spotify Past: CEO @Rival, Stuff @Twitter, CEO @Ticketmaster, Songwriter @RockwellChurch
Leicester Square Thea.. @lsqtheatre
16K Followers 3K Following All the news from this magnificently restored theatre in the heart of the West End. For all booking enquiries please email [email protected].
Gregory Brew @gbrew24
18K Followers 4K Following Analyst, Iran and Energy @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.
Upper 20s St Capital @Upper20sStCap
5K Followers 617 Following If you have any high conviction zero's, [email protected]
Consensus Long @ConsensusLong
207 Followers 164 Following Former hedge fund manager (TMT) now playing the private equity game
Julia Coronado @jc_econ
18K Followers 1K Following Founder MPP (yeah you know me), UT Austin Prof, NABE Prez Former: chief economist at various financial firms & Fed economist Passionate @ family, macro, cats
Toad Capital @rich_toad
3K Followers 373 Following 🏆Career advisor to public equity investors | Former TMT ER/HF | Not investment advice. | 🇨🇳 guy in 🇺🇸
dgoff @LongmanCapital
314 Followers 2K Following
Mel @CCMelvinIke
230 Followers 424 Following
Ruth Simpton @RSimpton325
424 Followers 702 Following Family Office Manager / DM's open for managers and investors interested in connecting
girish @tencoregb
815 Followers 547 Following Global long-term investor in exceptional companies of the future. (Note: Nothing shared here should be viewed as investment advice. Views are my own.)
Ankur Goyal @ankrgyl
4K Followers 593 Following CEO @Braintrustdata & Intern @Basecasevc; prev: ML @Figma, Founder @ImpiraHQ. Views my own.
Bespoke @bespokeinvest
207K Followers 906 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66O
Sohn Conference Found.. @SohnConf
6K Followers 376 Following The Sohn Conference Foundation is dedicated to the treatment and cure of today’s most pressing public health priorities.
JL @spooky_JL
8K Followers 1K Following Former GP @ Company of the West • financial engineering appreciator • pro-gas stove single issue voter
Lake Cornelia Researc.. @CorneliaLake
21K Followers 483 Following Managed Accounts, Bespoke Advisory Services to Family Offices & Investment Funds. Not investment advice; I talk about stocks that can kill you. CAPS = PARODY
Ted Verity @tedverity
428 Followers 778 Following Husband. Father. Lifelong Leeds United fan. Editor of Mail Newspapers (Daily Mail, The Mail on Sunday). Views my own. Trolls don’t waste your breath
Drew Dickson @AlbertBridgeCap
24K Followers 217 Following Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
Patricio @porkypcock
146 Followers 725 Following
inmediasres @innmediasres
213 Followers 432 Following It is not the voice that commands the story; it is the ear. - Calvino
BlackHill @Moatdelusion
107 Followers 339 Following Long/short. European small to mid caps. Generalist. Value and growth are two sides of the same coin. Not investment advice. Do your own due diligence.
Steven Strogatz @stevenstrogatz
157K Followers 3K Following Mathematician, writer, Cornell professor. All cards on the table, face up, all the time.kind of wild that youtube is the battlefield of choice
Micah Parsons went 1v1 with a sumo wrestler 😳 This Tokyo trip is WILD.
@gunsnrosesgirl3 I speak for all when I say we waited till the end of the video for the sake of seeing cheetah gap them all 😅😅
One or two observations on my trip to the epicentre of value investing
What‘s going on in India? Have Indians fallen in love with options trading for meme stocks?
@viggy_krishnan @lhamtil They have the most electric earnings call - better than any stimulant I have ever tried
$AXON is a 21-bagger the last decade. Would not have guessed that from the maker of Tasers, body cameras, but justice system-related software makes more sense.
Wouldnt take much for Eurozone growth to surprise to the upside vs. the US this year.
the european office announcing another bank holiday
The Fed's general intuitions -- not getting overly excited about the disinflation of the second half of 2023, and then also not getting overly excited about the warming in Q1 2024 -- not looking too bad.
Most software still in no man land - no catalyst to short or buy
@ShortSightedCap I will always remember the PANW Friday night EPS call / analyst day hybrid lol
Anyone else have memories tied to specific stocks? Like I will see a ticker and immediately think of my niece's birthday party - because I was sweating the stock that day.
On a weirdly full flight to Omaha and sitting across from a guy in an old, ill-fitting dress shirt and brooks trainers who is drinking a cherry coke, checking his stocks app, and reading The Richest Man In Babylon and there’s some connecting thread here that I can’t quite place.
We hit 99.99988% availability for Stripe's payments APIs in April (and at record scale). Just a hair more than one error for every million payments.
Bill Holdings double beat. CEO: "We delivered strong profitable growth for the quarter..." $BILL: +5.9% AH
@stocktoby The haircut and shades are diabolical levels of confidence for a guy that WAS a VP at a shit French bank.
Trends for United States
You might like
