Gaurav Kumar @gauravphoenix
dubito, ergo cogito, ergo sum San Francisco Joined August 2021-
Tweets2K
-
Followers589
-
Following706
-
Likes1K
This got me thinking about forex — and which side of the trade you’d want to be on. The chart above shows the USD/INR trend since 2004. Over this period, the Indian rupee has lost about half its value against the dollar. Who benefits from this? A weaker rupee has supported…
This got me thinking about forex — and which side of the trade you’d want to be on. The chart above shows the USD/INR trend since 2004. Over this period, the Indian rupee has lost about half its value against the dollar. Who benefits from this? A weaker rupee has supported… https://t.co/L3XnStGxWM
I just finished reading it — quite a different angle compared to The Price of Time (which focused more on interest rates). Not much to report, except the core takeaway: you have to decide which side of inflation you want to be on — ideally as a user of inflation, meaning one of…
I just finished reading it — quite a different angle compared to The Price of Time (which focused more on interest rates). Not much to report, except the core takeaway: you have to decide which side of inflation you want to be on — ideally as a user of inflation, meaning one of… https://t.co/emvjnaPhLS
now down 25% since this tweet. there is a lesson to be learnt here - don't just blindly buy high quality business. you need to pay right price too.
now down 25% since this tweet. there is a lesson to be learnt here - don't just blindly buy high quality business. you need to pay right price too.
the correct answer is - less than 20%. that's right: less than 20% of the Norway's GDP is funded by oil and gas revenues. so what do they do with all that oil money? they invest via their sovereign fund (GPFG). The fund is a major owner of listed companies worldwide, holding…
the correct answer is - less than 20%. that's right: less than 20% of the Norway's GDP is funded by oil and gas revenues. so what do they do with all that oil money? they invest via their sovereign fund (GPFG). The fund is a major owner of listed companies worldwide, holding…
it has been my learning that it is rarely the quantitive risk that bites you; rather it is mostly the qualitative risk. the risk that you can't put a number(probability) on. why so? well, the quantitative risk is already priced in for the most part. everyone is looking at the…
it has been my learning that it is rarely the quantitive risk that bites you; rather it is mostly the qualitative risk. the risk that you can't put a number(probability) on. why so? well, the quantitative risk is already priced in for the most part. everyone is looking at the…
Welcome to the club $amnf. There is so much alpha in microcap shareholders meeting. It was great to see @offtherunbonds in person and rest of the management team. The new CEO knows her stuff. This investment belongs to my forever hold bucket.
Welcome to the club $amnf. There is so much alpha in microcap shareholders meeting. It was great to see @offtherunbonds in person and rest of the management team. The new CEO knows her stuff. This investment belongs to my forever hold bucket. https://t.co/NZo5603PP3
Without looking it up, what % of Norway's GDP is funded by oil & gas revenue (including servicing)?
One thing I have learned is that in any commodity like industry- "The primary cause: too much <industry> capacity." you can replace industry with trucking, shipping, oil, metals etc. the trick is to find management that believes in and executes contra-cycle.
One thing I have learned is that in any commodity like industry- "The primary cause: too much <industry> capacity." you can replace industry with trucking, shipping, oil, metals etc. the trick is to find management that believes in and executes contra-cycle.
Melhus Sparebank ($MELG.OL) small Norwegian bank trades below book value. Yields 8%. Has paid dividends for the last 25 years (gone through GFC etc). low ROE but looks well capitalized. need to study this. anyone looked into it?
Now read this. smile.amazon.com/dp/0802160069
Now read this. smile.amazon.com/dp/0802160069
this is not going to end well.
this is not going to end well. https://t.co/n2VKpDgHJe
bought some more today. currently #4 position. I am in it to clip coupons.
bought some more today. currently #4 position. I am in it to clip coupons. https://t.co/AvZmKg7mNn
Demand aggregation only creates a strong moat when demand is highly fragmented—but that’s not the case here. Think about it: in the next decade, how many ride-sharing apps will people keep on their phones? Realistically, just a handful—Uber, Waymo, Tesla, Lyft. Now, will people…
Demand aggregation only creates a strong moat when demand is highly fragmented—but that’s not the case here. Think about it: in the next decade, how many ride-sharing apps will people keep on their phones? Realistically, just a handful—Uber, Waymo, Tesla, Lyft. Now, will people…
this is why trying to time/predicting macroeconomics is pointless. you just don't know what is already priced in and what's not. and even if you are right, you don't know whether it was luck or skill.
this is why trying to time/predicting macroeconomics is pointless. you just don't know what is already priced in and what's not. and even if you are right, you don't know whether it was luck or skill.
finally a good question. ROIC is already above 10%. What really stands out is the steady expansion in profitability over the past decade: operating margin has risen from about 15% in 2015 to around 21% today—a roughly 40% improvement—and net margin has improved from 9% to 15%.…
finally a good question. ROIC is already above 10%. What really stands out is the steady expansion in profitability over the past decade: operating margin has risen from about 15% in 2015 to around 21% today—a roughly 40% improvement—and net margin has improved from 9% to 15%.…
Systems beat willpower. Your prefrontal cortex fatigues under constant choice, but habits remove the decision. Lay out clothes at night, prep meals in advance, silence notifications. Each system shields your brain so discipline isn’t effort, it’s the default.
$ADB.MI (Italian airport operator) looks appealing. PE of 8 (TTM). Passenger traffic recovering to all time highs. They stopped (rightly so) paying dividends during the covid years but have resumed now. No debt concerns. Simple, easy to read annual report in English. Full of…
Earnings are collapsing. Buybacks are masking reality. Guess what happens next?
I don't know of any start-up started in the last five years that uses any $ADBE product. When companies of tomorrow don't buy products from companies of yesterday, you have a big problem that no buyback can fix.
I don't know of any start-up started in the last five years that uses any $ADBE product. When companies of tomorrow don't buy products from companies of yesterday, you have a big problem that no buyback can fix.
Aidan W Steele @__steele
9K Followers 2K Following I try to tweet novel things about AWS.“Shit-poster extraordinaire” according to @LastWeekInAWS. He/him. AWS Serverless Hero
Kinnaird McQuade 💻... @kmcquade3
6K Followers 2K Following Chief Security Architect @BeyondTrust. Follow for AI, Hacking, Startups. Founded @NightVision_inc. Ex @Square, @Salesforce 🇵🇭🇺🇸
Chris Farris (@jcfarr... @jcfarris
2K Followers 464 Following Cloud Security nerd @fwdcloudsec Organizer | Warning: Snark ahead | @[email protected]
Matt Fuller @matthewdfuller
2K Followers 1K Following 💭 Building https://t.co/qF4lN20a4l (better AWS console), https://t.co/dRqqZlMIFL ("open in AI" links) 🛡️ Cloud Security EM @Stripe 🤝 Ex-Founder @CloudSploit_ (sold)
Ashish Rajan 🤴🏾 @hashishrajan
4K Followers 1K Following CISO | Helping CISOs & Tech Leaders navigate GenAI & Cyber Risk Strategy | Host 🎙️ @CloudSecPod + @AISecPod | Men’s fashion
Dr. Anton Chuvakin @anton_chuvakin
41K Followers 9K Following Information security - #SIEM, #DFIR, #EDR formerly at Gartner! Now @GoogleCloud Office of the #CISO; host of @CloudSecPodcast https://t.co/VpKtfz8nXG
houston @hhopk
1K Followers 4K Following Dedicated cheap skater who keeps data. I do cloudy stuff and things. Cloud Security Forum moderator and a fwd:cloudsec organizer
Daniel Grzelak @dagrz
3K Followers 2K Following Super Serious Internet Guy™️ Founder of Milo Twitter. Peak Milo. At the intersection of cyber security, Milo, and stonks. Chief Innovation Officer @ Plerion.
kat traxler 🎗️ @NightmareJS
2K Followers 3K Following proficient at drawing the rest of the 🦉| security impact junkie | https://t.co/OZ7D458owb
Travis McPeak @travismcpeak
3K Followers 1K Following Security, mgmt, startups, investing, 🏋️♂️, 🚵. Founder/CEO @Resourcely prev: @databricks, @netflix; He.
Ian Mckay @iann0036
5K Followers 1K Following Sydney, Australia 🇦🇺 | #AWS Community Hero | IaC & security enthusiast | Breaks basically everything | he/him
Rami McCarthy @ramimacisabird
2K Followers 748 Following security, for the internet, at @wiz_io! opinionated about security. (he/him) @[email protected], bsky=https://t.co/fxycKAqA6t
Karim El-Melhaoui @karimscloud
829 Followers 705 Following Principal Security Architect & Partner at https://t.co/yIU71SfS40, CloudSec Researcher. Find me at bsky
Rodrigo (Sp0oKeR) @spookerlabs
5K Followers 837 Following Blue Team & Cloud Security Researcher. Like to discover and detect threats =)
Alessia Johnston @AlessiaJoh94146
116 Followers 5K Following
Alrhawee @alrhawee41861
3 Followers 148 Following
ElsieBlume @Wo1x6lUM1BeHO1
8 Followers 1K Following
zen0079 @zen00791
3 Followers 94 Following
John…Huber @JohnHuber772
922 Followers 4K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/JMcpCdo8S9 Disclaimer: https://t.co/y27YldNAQf
Adib Motiwala @adibmoti
3K Followers 2K Following | RIA | Separately Managed Accounts | Japan Strategy | Halal Investing | my tweets are not investment advice.
Sunflower @Ann_Azaiea_
682 Followers 607 Following Pool lap fanatic, gym beast drenched in sweat, endlessly driving golf balls into the abyss 🇺🇸
Roy Wainer @Roy_Wainer
8K Followers 3K Following Hedge fund, tech, sports, and everything else. check out my blog at https://t.co/uEAAJwFtY7
CharlotteYale @Y3iLs7XIivfry7
6 Followers 1K Following
Rheeuiwer @Rheeuiwer20779
1 Followers 472 Following
Sylvia Will @sylvia_wil26236
8 Followers 1K Following
ROICefeller @FCFocus516
106 Followers 339 Following Passionate about public markets because my private equity job is not stimulating enough. Avid reader; Nolan movie fan; cat person; politics hobbyist
Johann Colloredo-Mans... @JCMansfeld
58 Followers 433 Following Founder of Countervail Capital | prev. @ Unlimited & Verdad Advisers | UChicago MBA
Essie @thetatith42665
122 Followers 1K Following
Gerard Salles @gerardsallesv
99 Followers 122 Following
Myles @fphysnerd
4K Followers 1K Following Physics grad, value investing zoomer, pole dancer, professional Excel monkey, "best hair on fintwit" 🏳️🌈 🇩🇪
johnharemza @johnharemza_
2K Followers 440 Following Entrepreneur + Motivational Speaker + Author + I find the leader with in you. Generated over 1 BILLION in total sales. Girl Dad ❤️
Ian Bezek @irbezek
20K Followers 2K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
noPainNoGain.AI.com @nopain_n0gain86
1K Followers 2K Following Corp 9-to-5 pro biz hrs, Fin & RETwit amateur all hrs. ~$1 AUM. RE LP. X-fluencer. Contrarian nitwit skeptic; high-functioning shinythings syndrome ✨
Jiqaum @Jiqaum480724
21 Followers 1K Following
Welfare Capital @WelfareCapLLC
2K Followers 1K Following Your local research junkie | Never financial advice. I write long articles at:
CharChar @57CharChar
31 Followers 2K Following
Tanay @TS66555
118 Followers 1K Following
Dk @dk_dannylee678
6 Followers 1K Following
ttm @ttm77255736
60 Followers 468 Following
Jeet Sidhu @jeetsidhu_
22K Followers 14K Following overcoming high levels of uncertainty |small groups| reducing information asymmetry| personal views, not financial advice
tk @west4thstreet
1K Followers 6K Following investment professional. long-time listener, not a frequent caller. all opinions mine, never any advice of any kind
reality-check @Wolke7Bewohner
1K Followers 269 Following Früher Arbeiterkind, nun Privatier durch Dividenden und Mieteinnahmen, Interesse an Schach und Japan. Oberstes Gebot: Es gibt keine politische Wahrheit!
InsiderTradesX🇺�... @Ubounqee394666
36 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
SpringHubbard @3Dn18XKkirB544M
26 Followers 2K Following
dekegeleer.maxime @MDekegeleer
39 Followers 971 Following
HilaryJefferson @2xk5YVn0cr1p67
25 Followers 490 Following
EveMalan @89EfR4l0Vx0Y3NF
16 Followers 477 Following
LynnJob @1E7W3hz8bK781HU
7 Followers 265 Following
J @PompousApples
211 Followers 4K Following
hpmst3 @hpmst3
511 Followers 1K Following
Aidan W Steele @__steele
9K Followers 2K Following I try to tweet novel things about AWS.“Shit-poster extraordinaire” according to @LastWeekInAWS. He/him. AWS Serverless Hero
Kinnaird McQuade 💻... @kmcquade3
6K Followers 2K Following Chief Security Architect @BeyondTrust. Follow for AI, Hacking, Startups. Founded @NightVision_inc. Ex @Square, @Salesforce 🇵🇭🇺🇸
Nick Frichette @Frichette_n
6K Followers 2K Following Staff Security Researcher @datadoghq | DEF CON/Black Hat main stage speaker | he/him | OSCP OSWE | Tweets are my own | Created https://t.co/QGWMJjv9pc
Scott Piper @0xdabbad00
19K Followers 317 Following https://t.co/EXe2MI2DLm Cloud security historian. Developed https://t.co/ZXFwkuxUp4, CloudMapper, and Parliament. Organizer for @fwdcloudsec. Researcher at @wiz_io ✦
Marco Lancini @lancinimarco
6K Followers 373 Following 💼 Principal Security Engineer 💬 I tweet about Cloud Security and technical leadership ✍🏻 Subscribe to https://t.co/MR69KiF8RH 📚 https://t.co/TrQKzxfnYg is out now!
Clint Gibler @clintgibler
22K Followers 563 Following 🗡️ Head of Security Research @semgrep 📚 Creator of https://t.co/xwtIAI0CuJ newsletter
Chris Farris (@jcfarr... @jcfarris
2K Followers 464 Following Cloud Security nerd @fwdcloudsec Organizer | Warning: Snark ahead | @[email protected]
Matt Fuller @matthewdfuller
2K Followers 1K Following 💭 Building https://t.co/qF4lN20a4l (better AWS console), https://t.co/dRqqZlMIFL ("open in AI" links) 🛡️ Cloud Security EM @Stripe 🤝 Ex-Founder @CloudSploit_ (sold)
Ashish Rajan 🤴🏾 @hashishrajan
4K Followers 1K Following CISO | Helping CISOs & Tech Leaders navigate GenAI & Cyber Risk Strategy | Host 🎙️ @CloudSecPod + @AISecPod | Men’s fashion
Forrest Brazeal @forrestbrazeal
38K Followers 208 Following Purveyor of good tech things. prev. @google
JS0N Haddix @Jhaddix
167K Followers 7K Following CEO, CISO, Trainer, Hacker, and Speaker. Cybersecurity + Hacking + AI + Sec Leadership @arcanuminfosec
Christophe Tafani-Der... @christophetd
6K Followers 1K Following 302 Location: https://t.co/tP3JTD3HQp
Ashish “Logmaster�... @ashishlogmaster
927 Followers 1K Following First principles, IT historian trying to prevent repeating mistakes from prior years... Lover of Logs….Tesla, Apple, BloombergTV fan
Aaron Levie @levie
2.5M Followers 729 Following ceo @box - unleash the power of your content with AI
Cloud Security Podcas... @CloudSecPod
3K Followers 1 Following Award Winning Top 10 Ranked CyberSecurity Podcast in US,UK and Aus. Learn Cloud Security in Public Cloud the unbiased way from CyberSecurity Host: @hashishrajan
Nick Jones @nojonesuk
1K Followers 822 Following Global Head of Research @ WithSecure, Programme Lead @ fwd:cloudsec EU. AWS/cloud security, automation, DevOps and attack detection. Opinions are my own.
Dave Kennedy @HackingDave
224K Followers 6K Following Founder @Binary_Defense @TrustedSec Co-Owner https://t.co/HQC75WhdJh. @WeHackHealth Pod. God + Family/Hacker/CSO/USMC/Intel/Fitness. Make the world a better place.
Dan Lorenc @lorenc_dan
11K Followers 2K Following OSS Supply Chain Security. Founder/CEO/Primary Ariba Admin at https://t.co/sGmuUU9JbG Sigstore: https://t.co/dWKlyYu6kv
gafnit @gafnitav
1K Followers 60 Following
houston @hhopk
1K Followers 4K Following Dedicated cheap skater who keeps data. I do cloudy stuff and things. Cloud Security Forum moderator and a fwd:cloudsec organizer
Iikka Numminen @IikkaNumminen
6K Followers 630 Following Kirjoitan osakkeista ja sijoittamisesta. Töissä Inderesillä. 🇫🇮🧵🎥
Walnut Ave Value @walnutavevalue
4K Followers 758 Following This is NOT investment advice. May The Odds Be Ever in Your Favor
Martin Shkreli @MartinShkreli
358K Followers 8K Following https://t.co/vJE5wyFDrX https://t.co/GUy99qMi2O - join our Discord! e/acc
John Wagner @TiehackCapital
16K Followers 867 Following
Welfare Capital @WelfareCapLLC
2K Followers 1K Following Your local research junkie | Never financial advice. I write long articles at:
Dede Eyesan @dede_eyesan
7K Followers 2K Following Founder of Jenga Investment Partners. Writer at Global Outperformers by Jenga IP. Passionate about investing and exploring the world.
Oliver Sung @sungcapital
4K Followers 287 Following Newsletter: https://t.co/b0qoEDoj83 Latest: https://t.co/bbEWddr77v
gezzogero @gezzogero
2K Followers 351 Following
Max Francoeur @0xMaxFrancoeur
482 Followers 768 Following 👨💻SDM - Value, Special Situation & Opportunistic Investing 📊
Smartkarma @smartkarma
8K Followers 2K Following
Wolf of Harcourt Stre... @wolfofharcourt
18K Followers 421 Following Understanding the world of investing, one number at a time | Newsletter covering research reports, earnings reviews and transparent portfolio insights
MergersandMishaps @MishapMergers
23 Followers 48 Following
Tarek Antaki @TarekAntaki
659 Followers 500 Following my investment journal. long private & public compounders, special sits, value & shorting garbage. posts are not advice & for info purposes only
The Icahnist @TheIcahnist
25K Followers 366 Following Private Equity. Learn from history's greatest investors.
Scripted Value @scriptedvalue
429 Followers 874 Following Investing in cheap businesses 🔍 Generating extra income from great companies 💰 Follow my journey 🧐📍
Unemployed Small Cap ... @SFarringtonBKC
6K Followers 911 Following Writing a Substack until I find a job or the newsletter pays the bills. https://t.co/JYdH6w2Dok https://t.co/N51TWjAjcw
Catalyst Bulletin @DealintCB
2K Followers 283 Following Daily summaries of corporate events in global markets. Live event monitors, actionable ideas and insights for subscribers (link below). Not investment advice.
PolePositionInvesting @PolePosInvest
968 Followers 68 Following Value-driven investor focused on Polish stocks & bonds. Based in Switzerland, investing since 2004. Helping foreign investors navigate the Warsaw Stock Exchange
Century Egg Credit @yummyCenturyEgg
2K Followers 468 Following Smells like shit, but tastes like rotten eggs...if you like that type of stuff https://t.co/uVm8nlfBWm
Anthony @HalvioCapital
2K Followers 300 Following Constantly curious. There are no bad assets, just bad prices.
Cletus_Invests @InvestsCletus
876 Followers 573 Following
Matthew Harbaugh @themattharbaugh
4K Followers 366 Following Quality-Growth Investor | I study great investors and share their insights with you | Helping you earn a high return on your Invested Capital
Robles Investments @RoblesBlake2Cr
76 Followers 176 Following Inversor a largo plazo con background en TI y ciberseguridad. Comparto ideas de inversión | Suscríbete a mi Substack gratuito https://t.co/bntBSRtyAc
Markus @ValueByMarkus
1K Followers 1K Following Passionate about investing, markets, and technology. I invest in quality and growth - at a reasonable price. Background in banking & operations.
DepressedOptionsTrade... @account_blown
16K Followers 2K Following MACRO-FORECASTER. GEOPOLITICAL-WAR-STRATEGIST. FORMER CIA&MOSSAD INTELLIGENCE. PROFESSIONAL TRADER IN THE CHICAGO PITS 25+ YEARS. FOUR PhDs. stay at home dad.
Emil Hartela @emilhartela
695 Followers 389 Following Investing in the future; writing about stocks, markets, and my journey. See Substack below.
Vita Coco @VitaCoco
53K Followers 2K Following I know not everyone likes coconut water, but I’m just hoping you’ll like me for my personality.
Ken Sadowsky @thebevwhisperer
754 Followers 374 Following “The Beverage Whisperer” | @smartwater @vitaminwater @hint @vitacoco @essentiawater & many more | Student of the beverage industry
Simeon Research @SimeonResearch_
8K Followers 349 Following 🎯 | Spotting early compounders, serial acquirers & niche businesses 📊 | Actionable Ideas, analysis, and deep dives
Corocota @corocotacap
252 Followers 184 Following Inversor privado. $SPYR $ALSTI $NA9 $MS.MI $RES.MI $LDB.MI
GSP @GlobalStockPick
6K Followers 735 Following Fish where others don't, example: 🇭🇰 , 🇸🇪 , 🇸🇬 , 🇪🇸 , 🇮🇹 CAGR +16%, Aim for margin of safety with rev growth, now also on @Healthstockpick
Stock Detective @stockreveal
1K Followers 1 Following Busting through your favorite #FinTwit paywalls. Tag me for the ticker.
Jon Kingston 💻 @equitybaron
3K Followers 1K Following Founder/writer @capitalemployed and ROE The Boat newsletter. Posting nonsense about obscure stocks.
Vadim M @Vadim940
159 Followers 530 Following Looking for European quality companies. I mainly focus on the Nordic and Baltic regions. 📈
smallvalue. @dipinvest
3K Followers 285 Following Learning from folk smarter than me. Investing in small and/or micro-cap. Concentrated portfolio. Tweets are not investment advice.
Chadvestor Vici @ChadvestorVici
727 Followers 386 Following Go walk. I buy cheap, and I bet big! Small cap value enjoyer Just talking my book, and writing down thoughts Not Investment Advice
ÁlvaroJS @AlvaroJS90
1K Followers 633 Following Economics Degree | Postgraduate in Financial Markets | Portfolio Manager | Fundamental Analysis | Austrian Economics | #Bitcoin
Stock Analysis Compil... @StockCompil
9K Followers 634 Following I read a lot of hedge fund letters. I share the best ideas here and in my newsletter (with links to the letters) : https://t.co/FKtknwEaPC
Edwin Dorsey @StockJabber
117K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Founder @FOIAsearch. Email: [email protected]
Ben Kizemchuk @BenKizemchuk
8K Followers 67 Following Senior Investment Advisor and Portfolio Manager at Wellington-Altus. Tweets are not investment advice. DM with your financial planning and investment questions.
Mikro Kap David @david_katunaric
13K Followers 574 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
Undiscovered Value & ... @yetundiscovered
3K Followers 27 Following 🔭 Undiscovered value & growth #stocks worldwide | 📚 Deep dives, analyses, and stock discoveries | 🎧 Listen on Spotify | 🛑 Not financial/investment advice
KonekoResearch @KonekoResearch
4K Followers 453 FollowingTrends for United States
You might like
