Dave Waters @alluvialcapital
Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv alluvial.capital Pittsburgh Joined October 2012-
Tweets8K
-
Followers26K
-
Following2K
-
Likes119K
Today I learned Taco Bell Netherlands has a €2mm crowdfunded bond issue that yields 8.6%. ISIN: NLNP02000448. I don't think I can Live Mas until I figure out to buy this.
Seems not good for pref holders! $WHLR $WHLRD @kingdomcapadv warned about this months back.
On thrift conversions, drama at the Original Sixteen to One Mine, and an info request. substack.com/home/post/p-13…
Brutal earnings season. Extrapolating here, but if my companies can earn another 8-12% of their market cap in the next 3 quarters, they'll all hit zero in late 2024.
Maybe a month or two back I saw a nice spreadsheet of office REIT data somebody put together and kindly shared. Can anyone point me to that?
I am doing a Spaces this coming Monday afternoon with a few other guys active in global small-caps and micro-caps. Should be fun! Will it be more like Woodstock or Woodstock '99? Only one way to find out! x.com/i/spaces/1jmjg…
These AerCap prefs got called at par last week for a 30% IRR. Got a little lucky because of higher for longer. Thanks to all who helped me get up to speed on these quirky securities.
These AerCap prefs got called at par last week for a 30% IRR. Got a little lucky because of higher for longer. Thanks to all who helped me get up to speed on these quirky securities.
Happy Halloween! This house was a ton of fun. Best decorated by a mile.
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 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
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.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
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”.
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Harris Perlman @OtterMarket
20K Followers 140 Following I don't want advice. I want to know what you're buying today.
Luke Wolgram🔥 (X) @LukeWolgram
8K Followers 713 Following Microcap/Smallcap Generalist Investor. #1 accuracy on Tipranks Top 25 as of 2021. #15 overall. 🇨🇦 $XPEL 20X $LEAT 5X $CELH 2X $SMTI 2X $APR.WA 2X
Nearcki @Nearckiu0f
0 Followers 38 Following
LocoInToronto @LocoInToronto
376 Followers 2K Following The amount of total nonsense surrounding COVID that is spewed proves just how totally stupid and gullible people are.
Lighthouse by CTFN @Lighthouse_CTFN
190 Followers 285 Following Lighthouse's newsletter offers a daily rundown of merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
Andrea Ferraro @Andmc91
17 Followers 136 Following
yasinta rusti @rusti_yasi97958
0 Followers 4 Following
Andy @mindblwn
16 Followers 5K Following I am not what my mind thinks. Truth has no meaning and all meaning is derived. The least initial deviation from the truth is multiplied later a thousandfold.
Jakob Maximilian Koen.. @jmkoenner
16 Followers 329 Following
Alan Chung @alanhchung
232 Followers 503 Following
Bill Osborne @billoy8756
70 Followers 777 Following
chris @cjmarrio
27 Followers 188 Following
Stock Analysis Compil.. @StockCompil
2K Followers 489 Following I read a lot of hedge fund reports. I publish the short analyses I find here and the longer ones in my newsletter: https://t.co/FKtknwEaPC
George Williams @GW_Investor
22 Followers 226 Following
sammy @sammymillionx
22 Followers 73 Following
SocMed SA @SocmedSa
17 Followers 500 Following SocMed SA combines real estate expertise with medical and nursing skills.
Avinash Koul @avi0103
310 Followers 496 Following founder genieontime Ex-Growth head @Taskbob ,Currently in #Toronto building tech for private equity firms
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 👇🏻
Srivats @srkr06
35 Followers 300 Following
Kirthi Banothu @kirthibanothu
11 Followers 336 Following
john feingold @jfeingold
3 Followers 963 Following
Jessie Dowell @cheetos1984
19 Followers 170 Following
Marc Miquel @marcmiquel
865 Followers 2K Following User Experience Research. Games. Viquipèdia. Classes. Catalonia.
LAHA Hope @LAHA_MOTSHEKGA
11 Followers 136 Following
thomas konstantinidi @Thomaskonstant
41 Followers 431 Following
cmaynes @csmaynes
70 Followers 218 Following
Sam @motelsam
21 Followers 157 Following
Valentino Pozzi @PozziValen97
21 Followers 105 Following Curioso di finanza. I miei tweet esprimono la mia opinione personale e non rappresentano un consiglio finanziario.
Brennen Gil @brennen_gil
29 Followers 80 Following
The Barbarian (fee/fi.. @TheBarbarian1
87 Followers 412 Following This changes...everything/no victims allowed
JustSouthernEuropean @aSouthEuropean
45 Followers 77 Following
EuroCFO @CfoEuro93567
95 Followers 197 Following
Joe Thummel @JoeThummel
21 Followers 67 Following
Teauthee @teauthee96773
2 Followers 238 Following
Luc Gowda @LucGowda
27 Followers 455 Following
(Not) Scalable Capita.. @investi_st
53 Followers 646 Following Hedge Fund Trader || Searcher for unscalable & profitable businesses || Bird Raiser 🦜 || ***Not financial advice only my opinion***
Tommi Saarinen @saarinen28
214 Followers 202 Following Kiinnostunut oppimaan uutta taloudesta ja jalkapallosta
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 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
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.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
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”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
Harris Perlman @OtterMarket
20K Followers 140 Following I don't want advice. I want to know what you're buying today.
Luke Wolgram🔥 (X) @LukeWolgram
8K Followers 713 Following Microcap/Smallcap Generalist Investor. #1 accuracy on Tipranks Top 25 as of 2021. #15 overall. 🇨🇦 $XPEL 20X $LEAT 5X $CELH 2X $SMTI 2X $APR.WA 2X
Tristan @hurdle_rate
8K Followers 829 Following Portfolio Manager & Tax Agent - Not investment advice
Dalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Steven Feldman @Stevenmfeldman1
52 Followers 213 Following
Nordstern Capital @InvestorPilk
2K Followers 121 Following from 1 grain to 9,223,372,036,854,780,000
Harvest Lane Asset Ma.. @HarvestLaneAM
1K Followers 238 Following Official insights by Harvest Lane Asset Management.
Bumbershoot Holdings @BumbershootHlds
1K Followers 4K Following Jason Ursaner — https://t.co/T74w0gdrBi
James Fallows @JamesFallows
183K Followers 2K Following Former blue-check person. On Substack: 'Breaking the News' https://t.co/JazeKA9uCl On Bluesky 'jfallows' / Threads 'jamesmfallows'
drew @ImNotOwned
4K Followers 1K Following it’s up🕺I free jeff | pro train derailment in rural America
David Roberts @drvolts
207K Followers 4K Following I run a newsletter/podcast called Volts about clean energy & politics. Subscribe & join the community at https://t.co/mAVggtRfoE! (@volts.wtf on bsky, ahem.)
Great British Getty I.. @shitbritishpics
60K Followers 393 Following History, PR stunts, and more from the Getty Images treasure trove. Kudos to everyone featured, esp. photographers ✉️🥂📷 Captions taken from Getty. Blame them.
Queerhawk 🏳️�.. @alwaysadorecats
2K Followers 4K Following Gay, from Chicago, twentysomething | Justice Ketanji Brown Jackson fan | he/him, but the singular they is cool too
Enhanced Interrogated.. @agraybee
28K Followers 530 Following Anarcho-Karenist. Alt-Centrism or barbarism. No pods, no casters
The okayest poster th.. @ok_post_guy
2K Followers 544 Following I try to figure it out as I go along.
Bank Reg Blog @bank_reg
3K Followers 302 Following A free blog about bank regulation, focusing mostly on the United States
Saesch @SaeschInv
1K Followers 164 Following Patient small/mid cap investor. Increase the odds of investing successfully. Stay humble, avoid overconfidence. Writing on https://t.co/3t03qHUVtu
Sheep of Wall Street @Biohazard3737
50K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
McBride @McBride_plc_
29 Followers 13 Following Everyday value cleaning products so every home can be clean & hygienic 🧼
Jersey Futures @JerseyFutures
551 Followers 4K Following long jersey. retired fin systems @ exch/bank/mm/fund. compliance, clearing, routing & exec, dist systms, asic, edge & wrlss nw, golang/c++/verilog
Pro-Housing Pittsburg.. @ProHousingPgh
692 Followers 479 Following Advocates of housing abundance and affordability in the Greater Pittsburgh region. Join us - DM or [email protected] for details
Baron Investments @baroninvestment
15K Followers 79 Following London Stock Exchange Investor, 11yrs managing my own book. Posts include investments, market moving headlines and general market observations.
Victoria Guida @vtg2
25K Followers 1K Following Economic correspondent and columnist for @politico. Retweet ≠ endorse. Email: [email protected] Secure: [email protected]
Bucket Shop Capital @bucketshopcap
11K Followers 905 Following Private investor. Former allocator and buyside TMT analyst.
Tobias @kingfishcap
1K Followers 777 Following Searching for positive expected value primarily on the ASX. Student. 21 years old. Newbie. Special situations.
BankNordik @BankNordik
75 Followers 53 Following Stærk nordisk bank med aktiviteter i Danmark, Færøerne og Grønland.
New Liberals 🌐🇺.. @CNLiberalism
84K Followers 1K Following Liberal, Open, and Radically Pragmatic. The home for the center-left. Part of @NewDemocracy
Mitch Landrieu @MitchLandrieu
89K Followers 2K Following Founder, @unumfund | @CNN Political Commentator | Former Mayor of New Orleans | NYT bestseller, In the Shadow of Statues: A White Southerner Confronts History
Zeke Faux @ZekeFaux
14K Followers 4K Following author of NUMBER GO UP: named a best book of the year by FT, WaPo, Wired, Verge, LA Times, Irish Examiner. Reporter for @Business and @bw magazine. It's "FOX"
Grizzly Capital @mind_the_bear
822 Followers 889 Following 🇵🇹 armchair investor - microcaps / smallcaps
Steve Kornacki @SteveKornacki
684K Followers 795 Following National Political Correspondent for NBC News and MSNBC. My podcast, The Revolution, is available...wherever you get your podcasts. Instagram: steve01450
MachinePix @MachinePix
216K Followers 73 Following Amazing feats of engineering. Tweeted by @kane and https://t.co/c2bRClqVy5.
Polo Rocha @polorocha18
3K Followers 5K Following Reporter @AmerBanker, covering national/regional banks. Past: @spgmarketintel, @wispolitics, @badgerherald. Student @JHUCarey. Email: [email protected]
JapanDeepValue @JapanDeepValue1
3K Followers 272 Following 60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
Djinn & Tonic 🇺�.. @HegelwCrmCheese
4K Followers 1K Following PhD candidate. Comparative Politics, IR. Nationalism and ethnicity. Democracy Understander. Really into political violence (studying, not doing)
Shed Capital LLC @ShedCapitalLLC
370 Followers 737 Following @SiliconVlyBank Balance Sheet & Treasury team (former)
Silver epik @silver52384
35 Followers 59 Following
Anders @ValueLegends
2K Followers 1K Following Former Big-4 auditor and private equity professionel turning over rocks in small and microcap space 📈 Value all the way! 💸
U.S. Central Command @CENTCOM
690K Followers 1K Following Official Account of U.S. Central Command (CENTCOM).
Jeremiah Johnson 🌐 @JeremiahDJohns
26K Followers 1 Following Internet analyst writing at Infinite Scroll. Founder @CNLiberalism. Carly Rae Jepsen stan. Send me the worst tweets on this site. https://t.co/xONcXY5PQv
Pittsburgh New Libera.. @PGHNewLiberals
554 Followers 367 Following Advocating for abundant housing, accessible transit, technological progress, and clean air & water in the Pittsburgh region Open, optimistic, pragmatic
Hunter Walker @hunterw
107K Followers 5K Following Investigative Reporter @TPM | NYT Bestselling Author | Words in @NewYorker @RollingStone @NYMag | Member @TPMUnion
Hammond Mfg @hammondmfg
1K Followers 146 Following Hammond Manufacturing is a leading manufacturer of electrical and electronic enclosures, power management assemblies, as well as racks and cabinets.
Will Stancil @whstancil
81K Followers 510 Following I research metro policy and civil rights, focused on housing and schools. Proud member of Do-Something Twitter. Running for MN House! https://t.co/Q5xzs7kUmw
D&A Metropolitan @DMetropolitan
182 Followers 685 Following Student investor with a focus on small/microcap stocks. Check out my newsletter below for in depth write-ups of undercovered companies. DMs open
“Wife of a known terrorist” is sensationalism on the cheap. What do your city hall sources allege this spouse is up to?
BREAKING: New York City Hall sources tell @CBSNewYork evidence that the wife of a known terrorist is with protestors on Columbia University campus.
Your idiocy helped create this world , don’t you dare give people sententious little lectures. You’re lucky you’re not in prison
If you don't want to be Weimar, you unapologetically enforce public order against both the Reds and the Browns.
Today I testified in Congress. I was asked if I thought slavery still exist. “Yes. It’s not just that it exists in practice, but that, in the 13th Amendment, there is an exception that reads ‘except as punishment for a crime,’ which means, by law, slavery is still allowed.”
Just ignore them. They have done nothing of consequence. Made no decisions. Who cares about some dumb building. The only thing they want is attention and you people complaining about how stupid they are giving them that. Be grateful they congregate together away from your job.
The students occupying Hamilton Hall in Columbia University have barricades all entrances from inside and outside. They now need alternative methods to get food into the building
“Have you ever listened to a Hawaiian ever?” asks a teenager who gets all their information about Hawaii from two tiktokers
have you ever listened to a hawaiian ever ? or do you just like tweeting stupid shit and pretend youre correct
This is just plain WRONG! MATH is MATH! The U.S. Supreme Court must correct this immediately!
🚨🚨 BREAKING: 5th Circuit panel votes 2-1 to strike down Louisiana's new Black majority congressional district as unconstitutional racial gerrymander. Opinion here: drive.google.com/file/d/135Tznk…
Haines: House Republicans included in their 2025 budget the ‘Life at Conception Act’, which would ban all abortions nationwide. It would also rip away IVF access. Republican leaders are ready to bring that to Donald Trump is he's elected
My family and I will always treasure celebrating Passover in the Governor’s Residence. And tonight, we’re breaking bread with another Pennsylvania treasure — Martin’s @potatorolls 🍞
Absurdity upon absurdity
An NYPD MRAP carrying an armored ESU team just pulled up blocks from Columbia University. Among the men on the roof is head of DCPI Tarik Sheppard
Every headline in the form of a question has the answer "No." (From WaPo today.)
Two months at most
Current over/under on Ken starting a show on Rumble and transitioning to full-time anti-woke "I'm a leftist, but" commentary: 6.5 months
@quantian1 he started his career blaming Syrian kids for gasing themselves with Sarin so why not return to tradition.
Current over/under on Ken starting a show on Rumble and transitioning to full-time anti-woke "I'm a leftist, but" commentary: 6.5 months
There are two very clear visions for America:
MEDIA NARRATIVES
The disjunction between economic fears and reality is astonishing. Have we just stopped talking about reality altogether?
Has he done it?
Per Merchan's contempt order, Trump must remove the gag order violations on Truth Social and his campaign website by 2:15 p.m. today.
I see everyone continues to ignore the PA polls where undecideds were pushed. 5/23 SP&R: Casey 53% / McCormick 41% (Casey+12) 10/23 Q-Pac: Casey 50% / McCormick 44% (Casey+6) 1/24 Q-Pac: Casey 53% / McCormick 43% (Casey+10) 3/24 Emerson: Casey 52.7% / McCormick 47.7% (Casey+5)
Two new media polls today in #PASen. Like the other media poll this month, @SenBobCasey is stuck at 46, with his party's Presidential candidate behind. The Keystone State is the Key To The Senate Majority - and it's the most expensive state on the map.
WASHINGTON (AP) — US drug control agency is moving to reclassify marijuana as a less dangerous drug in a historic shift, AP sources say.
This pack of lies and half-truths is the perfect illustration of how the siren call of social media virality is breaking down our entire political system. This guy is saying this stuff for exactly one reason: it blows up on social media every time. It's just demand and supply.
Scott Galloway out here in these streets stacking bodies🔥🔥🔥 @profgalloway
Trends for United States
You might like
