Josh Tarasoff @joshtarasoff
investing in Quality - nothing here is investment advice greenlealane.com Weston, CT Joined March 2013-
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kigip.com/investing-early Investing Early in a Transcendent Company summarizes KIG’s investment focus. Our concentrated investment in Tesla, $tsla, is an excellent example.
Hi everyone! I've decided to start my own substack where I publish 2 deep dives every month. My goal is to cut the fluff and provide value. It's not a typical blog where I write my opinions, but me sharing all my investment research and analyses. bebopvalue.substack.com/p/cake-box-hol…
“Investing in the Age of Disruption” -Talk at Latticework by @tsaicapital tsaicapital.com/files/Tsai-Cap… H/t @EricMarkowitz
"The most probable hypothesis is usually the one with the least evidence against it, not the one with the most evidence for it." --The Psychology of Intelligence Analysis by Richards Heuer
I loved this Ted Weschler interview open.spotify.com/episode/71pMaM…
Overrated: You’re the average of the people you spend the most time with Underrated: By being your best you make people their best (…both in the moment and over time)
“Life changes in the instant. The ordinary instant.” –Joan Didion
Starting in a little less than 30 min, come on in to hear my fireside chat with Nick Devlin, CEO of Naked Wines $WINE:
Starting in a little less than 30 min, come on in to hear my fireside chat with Nick Devlin, CEO of Naked Wines $WINE:
If you fit in, you're replaceable.
The futurist's dilemma: Any believable prediction will be wrong because the future will not be reasonable. It will be weird. (See now.) But any correct prediction will be unbelievable today, because that world doesn't seem reasonable. Either way, a futurist can't win.
Not gonna lie, I'm ridiculously excited about Twitter Blue. It's great for Twitter, great for users and great for the publisher ecosystem. Call me crazy, but I think it's the kind of product that could change the underlying reality for how much of the web & news works today.
FinTwit, let’s do something cool and help this impressive young woman create a business. She’s highly competent and warrants the support. If you don’t believe me ask @ElliotTurn or @joshtarasoff. Conversation is worth the listen! open.spotify.com/episode/09UCIA…
The luckier you are the nicer you should be and the nicer you are the luckier you'll be.
☠️ A hill I'll die on: Companies don't "miss estimates". Analyst forecasts missed *reality*...
68% of Gen Zers say they listen to podcasts (up 5% from 10 months ago). 35% listen to podcasts at least once a week! Poll conducted 9/15/21. $SPOT $AAPL
I'm grateful to be friends with @iancassel and @michael2017l, who are playing their own investing game and sharing generously 🙏 #FF
Curious to learn about the inner workings of some of the most secretive private equity, venture capital, and hedge funds? A quick thread on one interesting method to get an inside view and a few examples:
Mohnish Pabrai @MohnishPabrai
211K Followers 949 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
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
Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
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
Guy Spier 🇮🇱 �.. @GSpier
64K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
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
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.
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
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, 23,000+ subscribers)
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
Investing with Tom @TomInvesting
11K Followers 264 Following I talk about stocks on the internet | 💼 Value Style Investor | 🎥 40,000+ Subscribers on YouTube |🇳🇿 Kiwi
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
quality investor @gyeongjehankki
64 Followers 333 Following
επενδυτής α.. @Crocodileinvest
6 Followers 507 Following
Silee @Silee1265564
0 Followers 69 Following
Yassine @YassineZkr
45 Followers 402 Following Passionate about finance and human psychology,Quality investor and avid reader. Always seeking to learn and improve my investment strategies.
mikey1984 @mikey198462705
124 Followers 508 Following
Marissa @AngelinaOt46429
2 Followers 922 Following
Taseart @Taseart187457
0 Followers 71 Following
Sanjeet Thethy @SanjeetThethy
18 Followers 209 Following
Jared @JaredMiddleman
142 Followers 1K Following
Muhammad Suleman Asif @msulemanas57411
252 Followers 6K Following Current :-Senior Analytic Consultant @wellsfargo. Previously :-Founder of WIFC (Without Internet free Call). I go by Muhammad.
Ashim @Iamashimsharma
131 Followers 156 Following Think like a man of action, act like a man of thought
TM @tommaso75240299
13 Followers 177 Following
Purple Stoic @PurpleStoic38
178 Followers 604 Following Politically homeless. Searching for the rational center in an irrational world.
MarchFwd @MarchForward3
693 Followers 747 Following Past performance is very much indicative of future performance. Think humans, not companies, for the best context. Apply to humans leading your companies.
WIP @8thlvlthinking
0 Followers 1K Following
Zero Capital @IHaveNoCapital
54 Followers 146 Following One (young) person Absolute Return Long-Only shop with minimal assets. Not advice.
9tol33drfww @33drfw35367jz
25 Followers 1K Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 network
SC @soonercapital
583 Followers 178 Following
Mario Lopez Guemez @MarioLopezG
230 Followers 613 Following
Mike @Mike10304655624
94 Followers 196 Following
(Not) Scalable Capita.. @investi_st
46 Followers 532 Following Hedge Fund Trader || Searcher for unscalable & profitable businesses || Bird Raiser 🦜 || ***Not financial advice only my opinion***
Vinay kumar @Vinayku67578092
3 Followers 97 Following
Matus Straznicky @MatusStraznicky
696 Followers 522 Following Always looking for some Food for Thought
Scott Jones @RyeNotBerben
3K Followers 1K Following 90's sell-side analyst, independent trader since 2003, whiskey collector. If you can't identify the idiot, there's a good chance it's you.
010011010 @UsedLibrarian
2 Followers 41 Following
iambatman @gautam8
142 Followers 1K Following
Hayes Bryant 🇺🇸 @hayesbryant
407 Followers 1K Following I enjoy investing @burtoncap_ and doing anything with my kids that normal people would call nerdy
Tt @aa3773636282836
93 Followers 4K Following
💎Mind the GAAP💎 @Mind_Da_GAAP
808 Followers 1K Following L/S. Views are my own and do not represent those of employers past or present.
Manan BHAVSAR @mnnbhv
7 Followers 29 Following
Brandon Quinones @BMCBEQUITIES
75 Followers 242 Following
- @Matthew19867868
37 Followers 180 Following
Shin @ShinElMerengue
222 Followers 956 Following
Ron Daelick @DaelickRon
31 Followers 254 Following
Chi Shur @chishur
67 Followers 67 Following
Rabi Chatterjee @rabi_chatterjee
94 Followers 557 Following A Budding Investor. Content Creator. Films. Stock Market. Books. Internet. Travelling. Psychology. Investment. Business. Founder at Filmo Maniac.
Naman @Naman_Bose
57 Followers 77 Following
mary griffin @mkg47tampa
368 Followers 2K Following Good-hearted liberal world traveler interested in politics arts music and travel. Supporting BIDEN
Ian Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Guy Spier 🇮🇱 �.. @GSpier
64K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzlRB #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
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.
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
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
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, 23,000+ subscribers)
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
In Practise @_inpractise
21K Followers 615 Following Primary Research for long-term fundamental investors.
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Sleepwell🛌 @SleepwellCap
22K Followers 613 Following Looking for investments to sleep well. Mostly Music, Tech, Financials & Luxury. Musician and engineer. Opinions my own, please see disclaimers on Substack.
Ricky Sandler @rsandler21969
26K Followers 418 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Monsoon K. Pabrai @Typhoon_Girl
13K Followers 638 Following Managing Partner @ Drew Investment Fund. UC Berkeley Alum! RTs are not endorsements.
Michael Mauboussin @mjmauboussin
135K Followers 347 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
Corry Wang @corry_wang
25K Followers 252 Following Strategy @ Google | Formerly tech equity research @ Bernstein Research. All opinions expressed are my own, and do not represent Google's
Vitaliy Katsenelson @vitaliyk
25K Followers 775 Following Value investor, Student of Life 📚 Author: Soul in the Game CEO of Investment Management Associates (IMA)
Siddhant Awasthi @siddawa
1K Followers 633 Following Love bringing exciting products to reality. Cybertruck Vehicle Program Manager
BYD @BYDCompany
67K Followers 745 Following Leveraging technology and innovation for a greener today. Build Your Dreams.
NIO @NIOGlobal
229K Followers 518 Following This is the official NIO account. Other accounts are unofficial and not associated with our brand. We make smart, innovative EVs for joyful lifestyles.
M for Electric ⚡️.. @millepun
600 Followers 368 Following Software Engineer / Data & Charts / long term $TSLA investor and Tesla Model S & 3 owner
Daniel Maguire @DMaguireARK
5K Followers 103 Following @ARKInvest Research Associate | Autonomous Technology & Robotics | 🇮🇪🤖🔋⚡️🚗 | Disclosure: https://t.co/OkivWWgNhW.
Tesla Asia @Tesla_Asia
191K Followers 48 Following Accelerate the world's transition to sustainable energy.
Tsla Chan @Tslachan
26K Followers 471 Following $TSLA / Tesla News / Transition to Sustainable Energy / Model Y Owner / 𝕏 / referral: https://t.co/ljoU2csdCz
Elizabeth Laraki @elizlaraki
22K Followers 1K Following Simplifying Web3 UX + AI Design. Design Partner @electriccapital. Alum of @GoogleMaps, @YouTube, @Facebook. Runner, cyclist, design nerd. Views mine.
Happy @ValueTom84
3K Followers 175 Following Managing chatgroups on the stocks I write about to share & discuss information. DM me to apply if you share good content.
AD @adityaveluri
1K Followers 410 Following Factory Software at Tesla I ❤️ Tesla || Engineering and Product Leader | | Obsessed with Cars.. $tsla
Tesla Optimus @Tesla_Optimus
189K Followers 11 Following A general purpose, bi-pedal, humanoid robot capable of performing tasks that are unsafe, repetitive or boring.
Patrick Bean @ptbean
3K Followers 272 Following Policy & Business Development @tesla / Becoming Ron Swanson
Rivian Forum @RivianOwners
7K Followers 103 Following https://t.co/728UmHe5fW - The Largest Rivian Forum, Community And Owner's Club
Rivian Stock @RivianStockNews
4K Followers 164 Following Rivian Stock News - Rivian related news. Rivian Stock updates and analysis. Charging stations - Products updates - Events calendar #rivian #ev competitors
Tesla Bot Journal @TeslaBotJournal
8K Followers 222 Following Chronicles of Optimus, and Other Humanoid Robots: Technology, Business, and Social Dynamics
Jetty_The Tugger Wall.. @EvJetty_blogy
111 Followers 103 Following I’m an $RIVN investor since 11/09/2021.📈 I also love talking/sharing 🚙 EV-contents.｜Road to Profitability 🧭｜GO! #Rivian R{--0----0--}2｜
Larry Goldberg @TeslaLarry
21K Followers 444 Following Serial entrepreneur, angel investor, co-inventor/co-author of the book “The Decision Model”, a normalized, business-friendly model of logic.
Tesla Charging @TeslaCharging
186K Followers 88 Following New Supercharger sites, announcements and all things charging.
Dave Lee @heydave7
450K Followers 454 Following Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI.
Tesla Europe & Middle.. @teslaeurope
71K Followers 16 Following All things Tesla Europe & Middle East
Zanegler @HinrichsZane
5K Followers 658 Following Tesla Semi Advocate, Giga NV Drone Coverage, $TSLA & Rivian Investor/Supporter, MS Plaid Owner
Philip Powers @PhilipPowerss
2K Followers 182 Following Sales @Tesla // All of my posts are personal and do not relate to my job/company. This profile previously belonged to Tesla Club Denmark 🤗
Tony Seba @tonyseba
38K Followers 91 Following Author, Educator, Co-Founder @rethink_x #CleanDisruption; #RethinkingClimate; #RethinkingEnergy; #RethinkingFood; #RethinkingTransportation; #RethinkingHumanity
Adam Dorr @adam_dorr
2K Followers 455 Following Environmental social scientist. Technology theorist. Director of Research at RethinkX. Optimist Prime. https://t.co/i2MerszwId
Micael Carvalho @micaelccarvalho
3K Followers 168 Following ML nerd @Tesla AI, making the best 5-star driver 🤓
BloombergNEF @BloombergNEF
76K Followers 509 Following BloombergNEF (BNEF) is a strategic research provider covering global commodity markets & disruptive technologies driving the transition to a low-carbon economy.
Paril Jain @pariljain
7K Followers 897 Following AI x 🤖 @Tesla | Head of Planning. Building the 🧠 that will power millions of robotaxis
Srihari Sampathkumar @srihari__
5K Followers 647 Following Tesla AI. curious about life, consciousness, and our very existence in the matrix.
Ale𝕏andra Merz @TeslaBoomerMama
115K Followers 5K Following 𝗗𝗮𝗶𝗹𝘆 𝘂𝗽𝗱𝗮𝘁𝗲 𝗼𝗻 $𝗧𝗦𝗟𝗔 𝗶𝗻 𝗘𝗧𝗙𝘀. Fangirl of Elon. 💙 of my life @TeslaBoomerPapa. Proud Mom of 5 exceptional humans. Waiting for my bot.
Herbert Ong @herbertong
48K Followers 3K Following “The $TSLA Milestones Guy” | Follow me for lists of catalysts for $TSLA, Robotaxi, Bot etc. | $TSLA since 2012 |
Jim Farley @jimfarley98
255K Followers 739 Following CEO of @Ford Motor Company. Mustang and racing fan.
Matt Smith @MatchasmMatt
39K Followers 514 Following Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 6 young kids. Catholic. Tweets are not financial advice.
Freda Duan @FredaDuan
11K Followers 318 Following Investing @ Altimeter Capital. No investment advice
Bruce The 🇨🇦 Mo.. @BruceTheModel3
3K Followers 1K Following 2022 M3LR named Bruce, an ode to Bruce, the mechanical Shark in “Jaws”. FSDBeta tester since 10.12.2, Powerwall & 11.625 kW Solar Array owner, Edmonton AB 🇨🇦
Jeff Lutz 🔋 @thejefflutz
25K Followers 2K Following CEO,Launch i/o,Inc. Scale & Cost @ escape velocity partnering w/megacap tech. Ex CVP Supply Chain & CQO @Motorola, @Google, @Lenovo. @Tesla #MSPlaid #MXPlaid
supercharge.info @superchargeinfo
1K Followers 2 Following https://t.co/bUHW2Nwe3P is a community-run, open-source website to track Tesla Superchargers. Follow @superchargefeed for location updates. Not affiliated w/ Tesla.
The Limiting Factor @LimitingThe
45K Followers 871 Following A mustache on a mission: What's next in battery and manufacturing technology? https://t.co/hN3JngjtC6
Kevin Carpenter @kejca
9K Followers 67 Following AMDG || Kingswell. Join 5,000+ readers and get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and other legendary thinkers.Good rainy morning to sit with a coffee and my stack of work papers (including the draft agenda for the emerging manager roundtable). The rain and clear morning schedule sending me a message to wait till later to bike to the office. Just starting to see a little color out there!
Excerpt from "The Power and Challenges of Compounding", a Tsai Capital White Paper: I can only conclude that there are not more affluent individuals because most investors have not stayed the course. In fact, they’ve found every reason in the world to sell. People sell because…
When it’s 6:30 am and you’re sitting with a large, hot mug of coffee and watching your 5 year old “bunny decorate her makeshift burrow and sing songs to herself happily
Cake Box - Where are we now? A new update on Cake Box $CBOX.L Fundamentals, future, valuation, and portfolio.
kigip.com/investing-early Investing Early in a Transcendent Company summarizes KIG’s investment focus. Our concentrated investment in Tesla, $tsla, is an excellent example.
Just got back from a packed 3 day overseas trip with our newest emerging manager (a public markets stockpicker). I love learning and traveling, he loves learning and traveling, so we traveled together meeting a bunch of people and companies that interest us, learning together.…
We did fund this emerging manager stockpicker I mentioned back in March, taking him from ~$5 million to low double digit millions of AUM. It's a simple approach for us: find a very interesting person, spend a bunch of time together, put some capital in to have skin in the game,…
I'm thrilled to share more about Maven, a social network where you follow interests, not influencers My cofounders are @kenneth0stanley and @jsecretan and we're backed by some amazing partners like @ev, @sama, @Lux_Capital, @mantisVC, @kaliouby, @beondeck, and others! More 👉…
Announcing Maven: We’ve created a new kind of social network - a serendipity network - that’s directly inspired by insights from open-endedness and Why Greatness Cannot Be Planned. iPhone: apps.apple.com/app/maven-the-… Android: play.google.com/store/apps/det… It's very different.... More 👉…
Wittchen S.A. (WTN.WA) 🇵🇱 founder-led and owned Polish producer of leather goods specialised in suitcases and travel accessories, selling for a P/E of 4, EV/EBIT of 5.6 and and a 30% discount to normalised intrinsic value. My new deep dive:
There aren’t many people who have shaped our thinking about life and investing more than Munger. Forever grateful for sharing your wisdom. RIP
This summer, we interviewed the exec who received this bribe Munger talks about!
I'm a huge fan of what @PaulBuser and @buhrman_rick are doing with their new Art of Investing "Podclass" along with @joincolossus. Taking their unique private class and making it open and accessible to anyone in the world is an amazing and admirable effort. Please listen,…
lower product margins and salaries vs US
Interview with a $COST Former SVP shares insights into why Costco’s international segment is more profitable than the US segment. Sales per store are higher due to high population density & low product cannibalization.
Former Aldi UK CEO on the company's low cost culture
this was fun with @SebastianMaril Burford Capital, Elliott Management & Collecting vs Argentina case study comparing Elliott's collection strategy to Burford's situation
When your day starts with your infant daughter smiling at you for the first time it mostly doesn't matter what else happens. Good day pretty much locked in.
Hi everyone! I've decided to start my own substack where I publish 2 deep dives every month. My goal is to cut the fluff and provide value. It's not a typical blog where I write my opinions, but me sharing all my investment research and analyses. bebopvalue.substack.com/p/cake-box-hol…
@nachkari @joshtarasoff Ok, ok i hear you but.....is it heretical to say that without AWS it would've been a different story? I get his premise was right but still.
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