BowTiedStocks @bowtiedstocks
CA | Ex Big 4 | Business Operator | Investor | Equity Markets | Broncos Fan Brisbane, Queensland Joined November 2022-
Tweets1K
-
Followers215
-
Following725
-
Likes673
This is big. I wonder how long until this becomes consensus view.
This is big. I wonder how long until this becomes consensus view.
Retail sales going backwards, construction sector slowdown and dwelling commencements at record lows… ….but $BLX.AX Beacon Lighting share price plows on unperturbed Current PE ~ 19x
Talk to a bunch of people at an average Aussie bbq and it is just not even in their psyche as a remote possibility that housing prices could go down. Just not even fathomable to the average person on the street after the run we’ve had…
FIRB approval received today for $AZS.AX Azure Minerals takeover. 8% jump in the share price, good result for shareholders there was obviously some reasonable doubt that this one would get through.
Investing quote of the day:
Second round of my son’s soccer season on the weekend. Such a great foundational team sport, imparting lessons on the importance of teamwork, practice, discipline, dealing with setbacks and of course having fun!
One in eight Australian boys aged five to seven on the NDIS - seems a little extreme!
One in eight Australian boys aged five to seven on the NDIS - seems a little extreme!
Goal setting is such a powerful tool for achieving what you want in life. Put those goals in writing, look at them daily and you will be amazed at what you can achieve.
Tough environment out there for fund managers apparently Not helped when only a fraction manage to beat their benchmark over 5 years afr.com/chanticleer/ma…
Lest we forget
Hard to believe this is real…
Some good mental gymnastics here!
Some good mental gymnastics here!
“When it comes to investing, my suggestion is to first understand your strengths and weaknesses, and then devise a simple strategy so that you can sleep at night.” - Walter Schloss
Give everything Live with no regrets Put it all out there and work until you are exhausted
If the happy buyer can rent this out for $7,700 per week, their gross rental return will match that of a risk free government bond. Clown world 🤡
If the happy buyer can rent this out for $7,700 per week, their gross rental return will match that of a risk free government bond. Clown world 🤡
Lots of ‘hopeium’ in markets everywhere… afr.com/chanticleer/fu…
Big 4 audit -> Big 4 corporate finance
Bit of a pullback in markets this week. Buying opportunity or further to fall? US market still by no means cheap on an earnings yield basis.
Bit of a pullback in markets this week. Buying opportunity or further to fall? US market still by no means cheap on an earnings yield basis.
“We suffer from knowing the numbers.” - Sam Zell
Daunairsw @daunairsw80123
0 Followers 205 Following
Coshason @coshason66267
0 Followers 240 Following
Teysea @Teysea190712
0 Followers 199 Following
Jeannine Muccio @MuccJeanni
77 Followers 5K Following
Tewsirs @tewsirs72056
0 Followers 77 Following
Michael Janda @mikejanda
12K Followers 3K Following ABC business reporter https://t.co/knlFvfeWsH. Sydney Uni political economy & UTS law graduate. Views expressed are my own, not the ABC's.
OctaviaRobbins @hb5knHeFMAc5Um
0 Followers 164 Following
Australia Drink Spike.. @DrinkSpikeAware
19 Followers 180 Following
Dominic Dirupo @DominicDirupo
2K Followers 732 Following Comms consultant for #PreIPO #IPO #S1 #S4. Specialises in thinking + doing. Vision creator + dot connector. #ArtCollecting + #cocktails by night.
Melynda Fosbrook @MelyndF
31 Followers 5K Following
Ellen Kyung @ellen_kyun52443
80 Followers 5K Following
Saresiez @saresiez13181
0 Followers 151 Following
JudyBridges @ZT6l37L4Gou82E
6 Followers 170 Following
Smeshes @Smeshes150203
0 Followers 179 Following
Alison Kiernan @alis_kierna
59 Followers 5K Following
Fat Boden @FatBodenFanClub
10 Followers 32 Following
Glen Rogers @00600700B
374 Followers 1K Following
Lyric Cayabyab @lyric38420
95 Followers 5K Following
Azalea Grandinetti @azalea48933
57 Followers 5K Following
Sebastiane @tsubogouak50082
0 Followers 87 Following
Lilly-anne Rench @LillyR21370
73 Followers 5K Following
Sam @pattern_noticr
213 Followers 2K Following
Jorge Financial @Tomas8Jorge
582 Followers 7K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Ocean Dweller @BradSco32718212
491 Followers 2K Following An investment algorithm designer & portfolio manager, with a thirty five year global track record. Middle East student, surfer & gardener. 🇺🇦
Kenley Henesey @hene_kenl
64 Followers 5K Following
The Dividend Principa.. @DivyPrincipal
2K Followers 608 Following School Principal who loves to talk stocks. I enjoy the psychology of investing & observing how money makes the world go round.
Paulus @Paulus323
23 Followers 667 Following Disclaimer: All my tweets and replies are my opinion, they may be inaccurate or incorrect, hence they do not constitute professional advice of any kind.
Emilia @wbuwtgr45vonb
1 Followers 81 Following From Hong Kong, currently in Spain.Raised in a business family and fluent in English Looking to make friends. Let's connect! https://t.co/TGJ9TLswVT
steedmac @steedmac
16 Followers 166 Following
Achim Krebs @jkre18
14 Followers 101 Following
Dividend Growth @Ranked90
139 Followers 623 Following 🇬🇧UK investor focused on stocks, ETF’s & dividend growth companies. Learning & earning for future financial freedom📈💰@NUFC Fan⚫️⚪️
Steak and Stilettos @leather_soles
26 Followers 162 Following
Max Power @MaxPower1198152
121 Followers 481 Following
Tom Richardson. @tommyr345
5K Followers 664 Following Business journalist, writer, markets commentator @financialreview
Degen CPA @DegenCPA22
1K Followers 457 Following Nomad - American CPA (Sr Mgr - M&A Shit) | Ex-competitive weightlifter/powerlifter
Marcus Saltmarsh @MarcusSaltmarsh
239 Followers 454 Following Veteran EM | IRAQ | AFG. Twice thanked for my service with statutory corruption in QLD (QBCC & QR). Resisting oppression in QLD after service to 🇦🇺.
CopVPN @CopVPN
3K Followers 3K Following Ultimate peace of mind is here. Browse anonymously, access geo-restricted content & stay protected on public Wi-Fi with the top-notch #VPN. Try it free today!👇
Alberta-Leonidas @AlbertaLeonidas
49K Followers 49K Following Albertan looking for freedom from left in all its forms
testy_test123 @testy_test123
2K Followers 1K Following
G 🇦🇺 @bluewolfpack1
6K Followers 2K Following Ex Spot FX trader / Pit Trader/ Macro Hedgefund Trader . Now punting whatever I want when I want ...and surfing a lot . All my calls are investment advice 💋
Richard Fakhry @ScroogeMcd54
221 Followers 3K Following "I don't know how to play chess, but to me, life is like a game of chess"
Thomas Rice @thomasrice_au
6K Followers 3K Following Co-Founder & Portfolio Manager @MinotaurFund. Previously ran the highest-performing global equities fund in Australia in FY23.
Chris Satra @CTsatra
210 Followers 1K Following
Baron @blockbaron69
251 Followers 401 Following
Ignore @ignore89039500
2K Followers 1K Following Read the name. Annoying. Talk too much. Very dumb. All Tweets pure nonsense & worthless opinions. Not advice of any kind. Please go away.
John LeFevre @JohnLeFevre
78K Followers 244 Following Signed contracts with Goldman Sachs and Simon & Schuster, and paid lawyers more than I made. NYT bestselling author of STRAIGHT TO HELL (Instagram: JJRLeFevre)
Doomer Capital @fingremlin
212 Followers 348 Following Excel spreadsheets and earnings manipulation geek.
jessica Mauser @Jessica925cre
4K Followers 594 Following CRE Managing Partner & Broker | Retail |Investments | Industrial | Side hustle investor | Big blended fam | Tweets are my own
Greg Norman @SharkGregNorman
127K Followers 407 Following Official Twitter account of Greg Norman and Greg Norman Company. CEO of #LIVGolf
Markets & Mayhem @Mayhem4Markets
192K Followers 843 Following Helping you find an edge 📈 Investment Strategy & Consulting: https://t.co/7ahzoEscDJ Trade Ideas & Education: https://t.co/tonA7iJGM2 SPX Options Visualizer: https://t.co/6JCVhP36Fn
Chad Griffiths @ChadGriffiths
7K Followers 3K Following Industrial real estate since 2005, SIOR, own a few manufacturing and flex industrial buildings. 📽️ 1.4B pounds of cheese in an underground warehouse 👇
Jessica Abramson @Jejoly619
903 Followers 593 Following CRE Development Manager specializing in ground up retail - executed 572,000 sf of development valued at over $200M
Skylar | CRE Insuranc.. @skylarromines
6K Followers 428 Following CRE. Insurance Broker × Risk Architect. 🫶 I like humans + buildings + learning. Opinions are my own + never advice. Seriously. Don't listen to me.
Alan Kohler @AlanKohler
144K Followers 1K Following Founder of Eureka Report, finance guy on the ABC news and columnist for The New Daily
The Pup Of Collins St @pup_st
987 Followers 580 Following Broker, Sales Trader, Wealth Manager, car enthusiast, Poker Player, One Eyed Shinboner, Chelsea Fc fanatic... (not advice -DYOR)
Dr. Parik Patel, BA, .. @ParikPatelCFA
631K Followers 984 Following Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾
Ernest Wong @ErnestWongBWM
7K Followers 605 Following Head of Research @BaskinWealth & Co-host of the Long Term Investing Podcast. Baskin Wealth or I may own stocks mentioned in tweets.
John Kehoe @Johnkehoe23
9K Followers 784 Following Australian Financial Review, Economics Editor. Today Show finance contributor. Ex Washington corro. Sports broadcaster (AFL,basketball,tennis). Treasury alum
Jorge Financial @Tomas8Jorge
582 Followers 7K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
SmallCapGems @Small_Cap_Gems
13K Followers 14 Following Polish your small cap gem collection. Your daily dose of market mastery and strategic insights for successful stock trading.
Amend and Pretend @amendandpretend
2K Followers 2K Following Everybody acting tough when they up. Everybody acting tough.
The Icahnist @TheIcahnist
1K Followers 458 Following Tweets about Private Equity, Deep Value & Activist Investing.
Paulus @Paulus323
23 Followers 667 Following Disclaimer: All my tweets and replies are my opinion, they may be inaccurate or incorrect, hence they do not constitute professional advice of any kind.
brock⚡️ @brockmccamley
251 Followers 674 Following Buy-side investor. Passionate about business, payments, money, and technology. Views are my own. Loves a good cohort retention chart 📉. PM @blue_stamp_co
B Graham Disciple @bgrahamdisciple
13K Followers 202 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.
Equity Mates Investin.. @EquityMates
8K Followers 516 Following Every investor needs an Equity Mate. Join the community & learn to invest from beginning to dividend. No jargon, we guarantee.
Deals Mate @deallsmate
185 Followers 335 Following Private Microcap Investor. M&A professional based in Portugal. Big 4 auditor and restructuring/bankruptcy background Originally from Australia
Tom Richardson. @tommyr345
5K Followers 664 Following Business journalist, writer, markets commentator @financialreview
Degen CPA @DegenCPA22
1K Followers 457 Following Nomad - American CPA (Sr Mgr - M&A Shit) | Ex-competitive weightlifter/powerlifter
Lisa @Lisa9Sophia
6K Followers 5K Following “A dark sky needs to be full of stars” https://t.co/AcuiUPYadq
Win Smart, CFA @WinfieldSmart
54K Followers 161 Following 20+ years Buy & Sell side. Pricing the right side of the Balance Sheet. Not Advice. Macro trends.
Hidden Monopolies @SwitchCost
8K Followers 194 Following Equity PM 28 yrs experience | Fmr Head of Equities | Knowledge is the Compound Interest of Curiosity | Writing a Book "Hidden Monopolies" | Life Long Learning
Mark Palmer @MarketPalmer_
8K Followers 344 Following Former financial professional sharing experiences and thoughts on growing wealth while enjoying life.
Eva McMillan ♥️ @EvasTeslaSPlaid
104K Followers 14K Following Residential Real Estate in FL, Waterfront & Beachside Specialist. First Tesla S Plaid owner in FL, Tesla Shareholder. #FSDBeta tester. Fluent in 6 languages.
Value Investing for a.. @SteveGreeny73
890 Followers 220 Following ASX special situations, blogs - https://t.co/8p7b7S7P3R , https://t.co/GVx6tQvsBC , https://t.co/I36yXvpKmr, https://t.co/qQ3qUEdbpa
testy_test123 @testy_test123
2K Followers 1K Following
Bushels 🌾 Barrels .. @BuBarrelBull
2K Followers 732 Following A commodity fund manager’s burner account. “Bulls make money, bears make money, pigs get slaughtered”
Alberta-Leonidas @AlbertaLeonidas
49K Followers 49K Following Albertan looking for freedom from left in all its forms
Pineapple on Pizza Sp.. @OnSpeculator
752 Followers 458 Following Stockmarket speculator but I don't need your pity.
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
BuyNowStarveLater @BuyNowStarveL8r
849 Followers 263 Following Buy-side Analyst covering the ASX300. BNPL stonks to zero Followed by Australian residential property doing -30% on credit tightening. YNWA
Santiago Capital @SantiagoAuFund
270K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you…NOT TRADING ADVICE
Caroline Di Russo @CaroDiRusso
28K Followers 1K Following Lawyer. Business owner. Commentator and columnist for @skynewsaust and @dailytelegraph. Host of The Royal Report on @skynewsaust
10footinvestor @10footinvestor
4K Followers 530 Following Just a big red dog. Focus on leadership and management, specialising in struggling companies and challenging environments.
As a small business owner, it's galling watching the government throw around billions of dollars in subsidies on businesses that are never going to thrive here. How about making it easier to grow and thrive for those already having a crack?
While you’re at it, can we have a sweeping overhaul of the Treasury officials that thought taxing unrealised gains was a logical idea?…. @JEChalmers @AlboMP @StephenJonesMP #auspol
`Treasurer Jim Chalmers commits to sweeping overhaul of Australia's foreign investment system in the name of national security' abc.net.au/news/2024-04-3…
Postcard - Wall Street legend and one of the nicest guys you’ll ever meet. I’m a huge fan of Leon Cooperman. Fortunate to hang with him in his home office.
Prediction 🔮: $AMZN will initiate a dividend tonight and we will hit all time highs. The board has likely approved it and by board I mean see below:
Live shots of the #ASX MAP team trying to get all the sh*tco mining 4C’s out on the last day of the month. The best ones come after hours, right?
Bitcoin trading at 59k, US equities down 1.7% as risk junkies slowly come to terms with *stagflation* highlighted by massive upside surprises to US wage growth and inflation in Q1, echoed around the world, combined with crazy large budget deficits bequeathed by reckless…
It is hilarious how many people think - somehow - the Japanese trading companies are 'high quality companies.' On most all objective measures - returns on capital/assets; returns on incremental capital; asset turnover; growth vs cyclicality; etc - they are average, or even poor…
If only there was like, some kinda living legend of investing who has been incredibly successful over decades investing in high quality companies, who had recently placed massively successful bets on Japanese firms.. 🤔
And it happens again. You could have bought $PBH.AX yesterday for 83c cum the right to a 39c capital return and sold it this morning for 51 ex rights (you get the 39c in a few weeks' time)🤷♂️
Bizarre $PBH trading ex the $1 capital return and up 16% this morning. What's the narrative here? Yesterday punters were unable/unwilling to put the extra dollar in for 3 weeks are now buying the stub? You can read my summary of the opportunity on Livewire livewiremarkets.com/wires/3-ingred…
What the heck. Last thing I want my government to do is to turn into VC. Zero respect for our tax dollars. afr.com/technology/lab…
The Australian Government is the worst capital allocator in the history of capital allocators. But yeah, sure, invest hundreds of millions of dollars into a single company's quantum computing dreams, using taxpayer money. Fucking retards, honestly.
I hate everything about this. afr.com/technology/lab…
To be clear, the awful retail sales data doesn't point to lower inflation. We're already seeing deflation in the stores. Putting upwards pressure on inflation is higher rents, insurance & electricity bills among others. Retail will simply hurt more as rates remain "restrictive".
If you wondering why Nazzy is going down - I will explain it to you in 2 words . Its WRONG PRICE
I am the Prime Minister and I run this country. And I never shy away from answering even the toughest of questions.
@bowtiedstocks 100%. They were already at risk and made their dough, why double up?
Trends for United States
You might like
