Bread Crumbs Research @breadcrumbsre
I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps outliers.substack.com Joined February 2011-
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Russia using a missile with cluster munitions in the heart of Odesa. Five people were killed, many more maimed. A war crime as clear as it gets.
this is a quite rare situation where the key decision maker of the company is not even on the board businessinsider.com/bill-gates-sti…
How would we know that turnarounds as an investment strategy are structurally undervalued?
This stuff is happening in the US too
This stuff is happening in the US too
Crater in the yard of the psychiatric clinic in Kharkiv after Russia attacked it with S-300 missiles. They’ll probably try to justify it as a military target.
If BRK had an org chart, this is what it would look like--highly decentralized and autonomous.
In his foreign policy speech, Polish Foreign Minister Sikorski made clear that Poland does not want to choose between good trade ties with China and US as its top security provider. He said China as a former colonial victim should stop tolerating Putin. gov.pl/attachment/6eb…
Zuck: we will invest gazilion dollars in metaverse Zuck: it was a joke Zuck: we will invest gazilion dollars in AI instead
To all "where is EPS growth" crowd: since 2016 $PM invested $10B+ in smoke free products.
War is peace. Freedom is slavery. Ignorance is strength
War is peace. Freedom is slavery. Ignorance is strength
You really only need to the Q&A sections of earnings calls.
I wrote a post about how to spot deception, based on the book Spy the Lie by Phil Houston and two other co-authors. Here are the key take-aways from the book:
Look at the strength and spirit of @evangershkovich—who has now served almost 400 days in an infamous Russian prison on patently bogus charges. I don’t know how he retains such dignity and good humour, locked up 1000s of miles from home. I can’t wait to ask him over a beer.
Look at the strength and spirit of @evangershkovich—who has now served almost 400 days in an infamous Russian prison on patently bogus charges. I don’t know how he retains such dignity and good humour, locked up 1000s of miles from home. I can’t wait to ask him over a beer.
Kharkiv TV tower right now. Russia is ruining the city and stays barely punished!
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
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
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
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
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”.
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
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
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)
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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.
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Ryan Lundeen @lundeen_ne
0 Followers 74 Following
Riskfree Rate @risk4eerate
14 Followers 137 Following
Adaptive Capital Rese.. @ACapResearch
401 Followers 349 Following Student at Auburn | Go to highlights for stock threads
Douglas Kim @douglaskimkorea
921 Followers 1K Following Founder Douglas Research Advisory. Insight provider @Smartkarma. Specialist in Asian stocks. Not investment advice. https://t.co/jL4xFUoyVH
Randy Sanders @randy86086
79 Followers 784 Following
Blind Ignorance @B1indIgnorance
1 Followers 6 Following
coincanvscuratr @coincanvsc12527
290 Followers 3K Following Crypto is the digital brushstroke painting financial freedom across the canvas of innovation.
GMD @GMD92157401
39 Followers 2K Following “Many shall be restored that now are fallen, and many shall fall that now are in honor.” HORACE—ARS POETICA
Arnav @_arnav_11
84 Followers 2K Following
No BS @no__bs__
36 Followers 149 Following
TSE @TSE1492
0 Followers 306 Following
Kudret Karadag @KudoKara81
42 Followers 427 Following
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Joel @Joel92994386
48 Followers 317 Following
Kelce $SPZI Vibes @TropicsStephen
908 Followers 4K Following $RNVA - Lotto Play / $SPZI /JP3E - 💯% Retirement
Raskolnikov Karl @RaskolnikovKarl
2 Followers 78 Following
Joe F. @JoeyFluke
12 Followers 392 Following
WinterGems @Govro12
3K Followers 176 Following Narrative debunker and falling knife catcher of quality name. Personal blog capturing my thinking https://t.co/8ix0O7kMOK not investment advice
BELAN DEV𝕏 @BELAN_DEV
11 Followers 45 Following Ethical Hacker | Software Engineer | Top 1 Hackers @TryHackMe | All Social Media Hack | Biohacking | Crypto Recovery | opinions expressed are mine #Nofreehack
Tomas Jorge @tomasjorge32
660 Followers 5K Following 🇺🇦🇺🇸🇹🇻🇪🇪🇧🇻🇨🇿🇱🇻🇸🇮🇫🇮🇬🇧🇨🇦🇮🇱🇩🇪🇩🇰🇱🇹🇬🇪🇦🇺🇬🇷🇯🇵🇦🇹🇮🇹🇦🇽🇹🇷🇨🇭🇦🇿🇸🇪🇸🇰🇵🇱🏳️🌈🏴☠️
Errant Equities @errantequities
36 Followers 414 Following
Rashid Aldossary @RashidA60954681
4 Followers 58 Following
Ubong @EkambaUbong
9 Followers 4K Following
song_asin_singing_a_s.. @mahsongwei
98 Followers 619 Following building in ai, writing https://t.co/FeLcTMTEKy building https://t.co/SIaKE0QhaW
Aiden Asher @AidenAsher66
422 Followers 6K Following The link on my profile will take you to a lucrative platform where you can earn money daily. This is the best project I ever came across in my entire life. Wow!
Blue Shell @blueshellcap
10 Followers 41 Following dumb sleepy LO analyst asking about competitive advantage in a 5-on-1
James @JPL_66
47 Followers 460 Following
MOSES GITAU KINUTHIA @continentalHmes
30 Followers 1K Following OFFICIAL A/C FOR @mwahinya89 Property Agent. Real Estate Agent. Estate Management. Land Selling. +2540701505097
Large 1 @NCostia22
23 Followers 156 Following
Unfair opinions inves.. @PandemicaMente
358 Followers 1K Following Serial messpreneur, passive earning seeker, lazy value investor. 80/20 principle: Care about 1/5 that matters and fuck the rest. Seeking importance with urgency
Vulture Capital @Eveil_Spirituel
619 Followers 582 Following Part-time contrarian Düşen bıçakları tutmayı severim.
Nagamani Sivanesharaj.. @NagamaniSivane3
588 Followers 7K Following I am faith of god I am searching holy places in the world
CheugyChubby @cheugychubby
72 Followers 241 Following Father of four trying to keep learning, give grace and receive grace, we all need it.
multi cap ideas @multicapideas
26 Followers 180 Following I come out with stock ideas, plus I write about topics in finance.
Nooor-South Korean @NoorSouthKorean
5 Followers 137 Following
Trent Buckle @TrentBuckle
591 Followers 651 Following Family office analyst, Econ/finance, Red wine & whiskey, Raiders & Lakers, Fishing & camping Wambsgans University Alum
yung tax return @_remytherat
22 Followers 166 Following
Moat Maven @MoatMaven
60 Followers 70 Following
Pablo Elosua @peib
402 Followers 332 Following
Daniel Salvador Nogue.. @noguera20712
13 Followers 45 Following
Ned Kingsley @nedkings
34 Followers 614 Following
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
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Prepared Remarks @Rebrand_As_Y
19K Followers 925 Following
modest proposal @modestproposal1
100K 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
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
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
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”.
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
buyhighsellhigher @ebitdaddy90
22K Followers 37 Following Ex p72/Citadel/GS. schooled in Boston. (she/her). Will adjust on ur ebitda until u free cash flow. PM (Portfolio Maestro), SS (Stock Shokunin), CFA (lvl9000).
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)
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
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.
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
WinterGems @Govro12
3K Followers 176 Following Narrative debunker and falling knife catcher of quality name. Personal blog capturing my thinking https://t.co/8ix0O7kMOK not investment advice
Deep_Cynicals @dps_86
105 Followers 280 Following L/S Industrials PM. 10 years of buyside (PE, HF). All about the FCF, no adjustments allowed.
Rory Sutherland @rorysutherland
119K Followers 10K Following Vice Chairman, Ogilvy Group The Spectator's Wiki Man.
Sunny @SSSunnySSSingh
13 Followers 919 Following
The Rational Walk @rationalwalk
36K Followers 83 Following Finance, Investing, Books, History, Philosophy All new articles are published at: https://t.co/VylFcuhm6y Free subscription at: https://t.co/pcdXMOlpzP
Autism Bulletin @autismbulletin
32K Followers 168 Following Posts to add to blog for families dealing with autism spectrum disorders.
autism_research @autism_research
60K Followers 148 Following Autistic Treatment Research News Article Sharing Site for Parents and Pros. Autism information, not hype.
Age of Autism @AgeofAutism
36K Followers 10K Following Choice is Choice. We cover everything about AUTISM the diagnosis, not the chosen personality type - since 2007. Civility please.
Ambitious about Autis.. @AmbitiousAutism
53K Followers 6K Following We stand with #autistic children and young people so they can be themselves and realise their ambitions. We run services and campaign for change.
autismsociety @AutismSociety
122K Followers 950 Following We create connections, empowering everyone in the Autism community with the resources needed to live fully. RT does not imply endorsement.
autism speaks @autismspeaks
254K Followers 21 Following Join us in creating a world where all people with autism can reach their full potential. 💙
National Autistic Soc.. @Autism
210K Followers 260 Following We are here to transform lives, change attitudes and create a society that works for autistic people.
Spectrum (Autism Rese.. @Spectrum
31K Followers 1K Following Spectrum is part of The Transmitter, a new publication for the neuroscience community that offers up-to-date news and analysis of the field.
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Stress Capital @seastress
318 Followers 77 Following Reinsurance Advisor. Equity and Real Estate Investor. Portfolio Risk Expert. Citizen of the World. Lover of hockey, the ocean, and good wine.
Reg. BS @PD13158196
3K Followers 583 Following DEINFLUENCER of Shady Public Companies, Executives & Practices! 100% Personal Views, NOT Financial Advice
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
Raging Capital Ventur.. @RagingVentures
57K Followers 942 Following Commentary on investing, politics, tech, and start-ups. Not Financial Advice. Sign-up for free quarterly newsletter: https://t.co/6G64m7pEi0
MidwestHedgie? 🏳�.. @noMidwestHedgie
965 Followers 463 Following Two true things: (1) @MidwestHedgie was nuked by Elon. (2) Hope and resiliency win in the end every time. Namaste. enby. M.D. not investment advice
Yaroslav Trofimov @yarotrof
142K Followers 4K Following Chief Foreign-Affairs Correspondent of The Wall Street Journal. Author. 📕Our Enemies Will Vanish📕is my latest book. Instagram/Threads @yarotrof
HH @RealHerbHoover
651 Followers 614 Following
Chad Kusserow @VetTechTrader
13K Followers 2K Following 25+ year career tech investor/hedge fund manager. Fundamental alpha generation and absolute returns, driven by my self-developed R/R system and a touch of TA.
Tobacco Stock Guy, Ph.. @GuyTobacco
840 Followers 469 Following “We are then in the business of selling nicotine, an addictive drug.” - Brown & Williamson. Dead serious, not parody.
Librarian Capital @LibrarianCap
12K Followers 708 Following Investing/stocks. Ex. HF seeking ideas, contacts & capital. Research Substack on link below; DM is open. Not advice. I may be long/short names mentioned.
edmundSEC @edmund_sec
294 Followers 253 Following 🦾🔎 We created an AI search tool to gain insights from filings and transcript: https://t.co/eCFnSIRILE not financial advice
Blue Duck Capital Par.. @BlueDuckCap
9K Followers 2K Following L/S Hedge Fund. Blue Duck Capital, LLC is soliciting no action or endorsement based upon tweets, retweets, likes. Do your own due diligence.
Return on Cap @returnoncap
4K Followers 307 Following Patience, consistency, discipline, rationality. Aggressive Saving. Conservative Investing. High ROIC, high NOPAT margin, gushes of FCF, reasonable prices.
Hiroo Onoda @OnodaCapital
2K Followers 455 Following Former HF Analyst Allergic to grifters Not investment advice trust me
Aurelius @Aureliusltd28
4K Followers 226 Following What is essential is invisible to the eye. Opinions my own, not financial advice.
Dr. Hugh Akston @Akston_Capital
7K Followers 258 Following Hedge fund manager striving to see the world as clearly as possible. Price ≠ Value
Tobacco Insider @tobaccoinsider
15K Followers 0 Following The leading authority in Tobacco Industry insights, analysis and projections. From the people in the know. Visit https://t.co/VJgjWbxHNy to stay informed
Greenwald @JasonGreenwal12
909 Followers 562 Following Distressed Residential RE investor. Buyer of Foreclosures since the GFC. Formerly Greenwald Capital. ✡️ and 🇭🇺
Tintin Capital @Tintincapital
1K Followers 433 Following Adventures in Value Investing. Never seek investment ideas from a cartoon. DMs always open.
Brett Kelly @BrettKPG
3K Followers 2K Following Founder Kelly+Partners Accountants. ASX listed $KPG.ax. We partner in, modernize and scale accounting firms (80+ partnerships to date!)
Gossan @intothegossan
2K Followers 72 Following Trade big trends. Mostly waiting. https://t.co/L63sWWwlV9
Ulysses @ulyssescapital
305 Followers 114 Following Industrials PM based in Switzerland. Real men own toll-roads and live in the mountains.
Mat Roiss @InvestRoiss
7K Followers 275 Following Value Speculator. Inspired by Druckenmiller and deep value. Love shorting and getting burnt by it. 🇺🇦 Fennecs are a awesome
John Humphrey @humphrj
76 Followers 188 Following
Andrew Rosenblum @Anrosenblum
7K Followers 525 Following
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
CorpRaider @The_Corp_Raider
1K Followers 1K Following Rare hobbyist investor with a blog. If I'm so smart, how come I'm not rich?
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Bastiaan @Picolinie
4K Followers 285 Following Global Investor | Quality Growth | M&A Analyst | Finance Grad. | 🇳🇱🇸🇪 | *personal views & no advice
Wolfpack Research �.. @WolfpackReports
39K Followers 288 Following Wolfpack Research is a short-biased activist research and due-diligence firm founded by Dan David. For personal/political views follow @Dan_David44
Peter Mantas @peter_mantas
3K Followers 653 Following Business Collector. Partner @ Orion Legal Group & @Logos_LP. Avid soccer fan. DMs open.
The more I know, the more it makes me want to just shut my mouth. (home sick…just finished “Psychology of Money”, starting Fisher📕)
@sadvalueinvestr The stay wealthy portfolio optimization is different from the get wealthy portfolio optimization
1/n Taking the updated NBF models for Oil🛢&G🇨🇦 I have prepared some graphs to compare the "oiler" producers 1. FCF yield (2024): The higher↗️the better (specially with buybacks+Div) ➡️WTI: 8️⃣0️⃣$🛢 ➡️WCS Diff: -13.7$ ➡️AECO: 2.35c$ ➡️US$ to c$: 1.37 x.com/emmpeethree/st…
1/n Taking the updated NBF models for Oil🛢&G🇨🇦 I have prepared some graphs to compare the "oiler" producers 1. FCF yield (2024): The higher↗️the better (specially with buybacks+Div) ➡️WTI: 75$🛢 ➡️WCS Diff: -13.7$ ➡️AECO: 2.25c$ ➡️US$ to c$: 1.35 x.com/emmpeethree/st…
Starting a thread of people implicitly observing how absurdly overvalued the US Dollar is.
@RBASHAGGER What about when your parents buy the entire place for you?
wtf is this? coastalworld.com I tried poking around but super laggy - afraid to open the proxy and find out the nephew of the chairman is a web designer or something
At some point humanity decided that we should do away with an absolute standard of morality and adopt a relative standard of morality. I’m sure it’s come and gone in the past. But the slippery slope of relative ‘decency’ is a nightmare.
The big money is made by finding something truly unique and misunderstood. Then focusing your research and drilling five miles deep into the situation - and seeing if you hit a monster discovery/setup. Then you become the "axe" in the name and know it better than anyone.
Gooooooo hoooooooooooms
we would all be better off it was 100% in sp500
Stanford $35b endowment investment allocation
It's very rare to see a public co. founder call out another public co. founder this way, esp out of the blue. Makes you wonder what's going on behind-the-scenes. Why say this now? "You shouldn't assume you're being told the truth by any of these public companies." ooh boy🍿
Vol adjusted returns look good if you don’t mark.
Stanford $35b endowment investment allocation
"Philips shares surge 30% after $1.1bn settlement over sleep apnoea devices" (FT) Exor disclosed a 15% stake in Philips last August $EXO $PHIA
Philips shares surge 30% after $1.1bn settlement over sleep apnoea devices on.ft.com/3xT0H7X
@jeuasommenulle It’s the classic portfolio of someone who only cares to keep his job by avoiding mark to market. Complete horseshit of a portfolio. Redeem it all and start again
Insightful thread on why bubbles can go on for so long and are so destructive. The longer it lasts, the riskier it becomes to resist. Everyone acting in rational self-interest (not stupidity/greed) reinforces the bubble, embedding it in the foundation of the economy.
6/7 That is why bubbles have huge systemic impacts when they inflate and, even more, when they deflate. They force the entire economic system to change its behavior in ways that automatically reinforce the direction of prices, both on the way up and on the way down.
2010s: Monetary dominance regime - Buy tech & comm services stocks, long-term bonds - Avoid value stocks 2020s: Fiscal dominance regime - Buy energy & industrials stocks, commodities - Avoid Treasury bonds
Forming close friendships in Sweden is very challenging. Statistics Sweden data shows that 7-8% of the population aged 16 and above lacks a close friend, a situation more prevalent among the foreign-born at 13%, compared to 6% of native Swedes thelocal.se/20240423/more-…
Think I’m going through a mid life crisis guys…
I wrote a short follow up to my piece on Piero Sraffa's investments in defaulted Imperial Japanese Government Bonds. Here, I zero in on the IJG 1930 Conversion Loan and its fixed rate currency option. irwin-union.com/off-the-run-re…
Trends for United States
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