Peter Zhang @peter_longzhang
Real Estate PE investor. Value Investor. Joined November 2021-
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The divergence between oil prices and OECD inventories is widening. Eventually, either inventories or prices will increase a lot.
This is an excellent piece on the concept of boom-and-bust cycles. I can't help but think about the Canadian cannabis industry, which has had a massive bust over the last few years. The new winners in that space are starting to emerge!
This is an excellent piece on the concept of boom-and-bust cycles. I can't help but think about the Canadian cannabis industry, which has had a massive bust over the last few years. The new winners in that space are starting to emerge!
Nice quotes putting together
Thanks @PrivateEyeCap for sharing this :)
Thanks @PrivateEyeCap for sharing this :)
My friend Simon Kold wrote On the Hunt for Great Companies: An Investor’s Guide to Evaluating Business Quality and Durability (order here: amzn.to/3UpVwF2), which is coming out tomorrow. Simon generously sent me a PDF of his book before its release (I still have my…
Great research! Thanks for sharing.
See below our letter to the $iwg Board of Directors: prnewswire.co.uk/news-releases/…
1) I chatted with @BillBrewsterTBB about REITs in the latest Business Brew episode We talked about REITs, pre-mortem failure analysis, boots-on-the-ground research, REIT capital structures, and why I like multifamily and grocerry anchorred shopping center REITs. We also chatted…
1) I chatted with @BillBrewsterTBB about REITs in the latest Business Brew episode We talked about REITs, pre-mortem failure analysis, boots-on-the-ground research, REIT capital structures, and why I like multifamily and grocerry anchorred shopping center REITs. We also chatted…
Back to a favourite hated business of mine Burford Capital $BUR $BUR.LN. There is a wide range of views on fair values (FV), IRRs, ROEs and how they're all connected. I present my views, based only on disclosed hard data. As always, would love to hear what I'm missing! (1/n)
Love this! youtube.com/watch?v=XikIr0…
Fun talking REITs with @BillBrewsterTBB -- I leaned heavily on references to @DieHardCapital , @HistoryInvestor, and the great Marty Whitman. open.spotify.com/episode/0qIPfY…
‘Learning the skill of not investing is harder and more important than learning how to invest.’ - Pulak Prasad Enjoying this… (Nb. Both Chuck Akre and Peter Keefe recommended the book to me in Omaha)
Thank goodness there are some recordings of the events in Omaha: Vitaliy Breakfast: youtube.com/watch?v=t2sL2Q… @vitaliyk Gabelli Funds: youtube.com/watch?v=ZlZvFh… @ChrisBloomstran , @BRK_Student , @ToddFinkle, @McD_Investments, @QCompounding , @macraesykes VALUExBRK:…
An FT article with details on the chronic under-supply of housing in the UK. The most interesting charts are below. Intriguing to see $VTY.L landbank increase the most in the past decade.
Very interesting interview by @DaikokuCap about $VTY.L business and its competitive moat. For the full interview, go to Daikoku Capital's blog.
Been following “Howard Marks ” on this thesis for a while:) Makes perfect sense to me and goes even better if you “average down ” the way from current 7.2% cap with the dividends received.
Been following “Howard Marks ” on this thesis for a while:) Makes perfect sense to me and goes even better if you “average down ” the way from current 7.2% cap with the dividends received.
This is great observation. IMO, coming back to balance sheet is better fit their asset class, which is 1)way above 20% IRR or zero in each deal, 2)need to be diversified, and 3)huge work to originate/ underwrite separately. Different from other big alternative investors.
This is great observation. IMO, coming back to balance sheet is better fit their asset class, which is 1)way above 20% IRR or zero in each deal, 2)need to be diversified, and 3)huge work to originate/ underwrite separately. Different from other big alternative investors.
Higher for longer/high construction costs->>nothing pencils, starts plummet & the coming shortage of apartments bloomberg.com/opinion/articl… $BX $AIRC $AVB $CPT $EQR $MAA $UDR #multifamily #REITs $VNQ
I like writing and I am verbose, an occupational hazard when time is your ally and you have a captive audience. Most of my books are long and stretch on forever, but my Little Book of Valuation (Wiley) is the exception. youtu.be/8_1G4WKuJlA?si…
1) What are some of the best free publications on the internet? I will start with some: pages.stern.nyu.edu/~adamodar/New_… By Professor @AswathDamodaran that shows Historical Returns on Stocks, Bonds and Bills: 1928-2023 This can be downloaded as an Excel File
DawnBacon @5CmwM5yaUzBQ5
0 Followers 365 Following
Bianca @Talsor326216
44 Followers 2K Following Stay strong. Make them wonder how you’re still smiling.
Valeria @kelton_o83773
79 Followers 3K Following
CryptoStocksX🇺🇸 @Blireew4317
42 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
Tom Smith @TomSmith8339
120 Followers 2K Following Long shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I'm in the mood for losing money
Schmeckles @Schmeckles_XRP1
159 Followers 6K Following EST November 2021 | XRPL Deflationary Token | Digital & Physical Collectibles | "SCHWING" COMING SOON | Trade Schmeckles now (check LinkTree for all links)
Jamarcus Cronin @CroninJama30187
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Albofa @Albofa904049
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REITsDaily🇺🇸 @Mouhe4221547
44 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
NeuralNetAlpha🇺�... @Uceaogik339
55 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
David Orr @orrdaviid
86 Followers 1K Following I back investors who generate minimum 25%/year alpha over a statistically significant sample on a live money account, not back testing.
CAGR Party 📈 @CAGR_Pqrty
376 Followers 3K Following Former under-qualified PE associate | Readin' CIPs and buyin' dips | I eat synergies for breakfast
Perry Solem @PerrySolem
7K Followers 903 Following Eli Gemstone Family Office. Done over $70mn of storage acq & dev deals as a gp. Worked for a couple REITs in the past. DMs open / [email protected]
Aswath iDamodarnn7 @AswathDamodara8
137 Followers 3K Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Schoebs @willschoebs_
30 Followers 659 Following Entrepreneurial company building & investing in 🇯🇵 Share thoughts on 🇯🇵 software & entrepreneurial opportunities on Japan Business Insights (see below)
Schoebs ✪ @willschoelbs
2K Followers 3K Following Entrepreneurial company building & investing in 🇯🇵 Share thoughts on 🇯🇵 software & entrepreneurial opportunities on Japan Business Insights (see below)
BonnieYoung @gWmmR98122j31px
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Dean @Petty__Cash
3K Followers 683 Following Bagholder arc Beginner Book List - https://t.co/b9tCNfi8iD
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95 Followers 3K Following
Randy @randy_856
173 Followers 2K Following The link on my profile will take you to an administrator who can educate you on how to earn $10k weekly. This is the best project I ever came across. Wow! 😮
Max Koh @heyamaxkoh1
20 Followers 284 Following made my first $1 million at 29. But, still the dumbest human in the room. I’m just a nerd sharing my AHA moments in Business, personal growth, and investing. 🤓
Natalia @sexy_Natalia9
1K Followers 3K Following The link on my profile will take you to a lucrative platform where you can make money daily. This is the best project I ever came across in my entire life. Wow!
Mr Neutral Man aka "H... @Mr_Neutral_Man
11K Followers 1K Following Value investing and leg day are both about your capacity to suffer. BBQ Dad of the Rockaways! Free newsletter [email protected]
ValueStockGeek @ValueStockGee
144 Followers 3K Following DIY value investor. Blog & podcast: https://t.co/MeBJ8hfsmK My asset allocation strategy: https://t.co/cJnD8f0vKC
ValueStockGeet @valuestockGeet
151 Followers 2K Following DIY value investor. Blog & podcast: https://t.co/he6CEUVArk MY assist allocation strategy: https://t.co/sFUMwlcv6c
fairy music @fairymusic72035
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ArdathMettig @AMettig90837
38 Followers 2K Following
Make money easily @88T7Tgn98CLBcR
21 Followers 536 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Kelly @FelipeTadewaId1
297 Followers 1K Following
Make money easily @1ID0b7gbGhw0Z
6 Followers 463 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Tarn Crowe @CroweTarn
311 Followers 1K Following My tweets, re-tweets or likes are not investment advice or endorsements. Always do your own due diligence.
Sandra @sandra69guerrer
322 Followers 3K Following
3:10 Value @310Value
10K Followers 5K Following Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. [email protected] https://t.co/BmHjJLItKG
Javi @fcktaxes23
439 Followers 1K Following
Mauro @MVidalMalonda
625 Followers 376 Following Profesor y aprendiz de Economía. Inversor privado con un 23% de CAGR desde 2020. P.hd Candidate Business and Management.
mahendra tonape @omtonape
137 Followers 776 Following
Jesper Andersson @jesperand98
16 Followers 356 Following
Deep Mo🅰️t Socie... @DeepMoatSociety
1K Followers 3K Following In search for multi decade holds https://t.co/BTdcmLFaJs
MapleStax Trades @MapleStaxx1
518 Followers 2K Following Stay humble and vigilant. Stock/Options daytrader. I am not a Financial Advisor. All posts are my opinions. Live Trading Stream:
Vincent Chen @Stealthy993
1 Followers 40 Following
Pedro León García @pedroleongarci2
3K Followers 383 Following Portfolio advisor at Galileo Capital. Trying to make myself and others as free as possible.
Son of a Bichon (Humi... @BichonRedux
7K Followers 5K Following Matthew 25:40 The King will reply, ‘Truly I tell you, whatever you did for one of the least of these brothers and sisters of mine, you did for me.’
Liu @Nanshan_South09
274 Followers 4K Following I hope that one day, we will not regret that we have appeared in each other's lives, no matter what. Still thank you, passing by from my world
Anthony @HalvioCapital
2K Followers 300 Following Constantly curious. There are no bad assets, just bad prices.
Travis Lundy 👹 @travislundyasia
6K Followers 2K Following Tweet reading, Independent Investment Research, usual disclaimers apply. Also, 👹-verified.
Unemployed Capital Al... @atelicinvest
15K Followers 917 Following a washed up portfolio manager larping as a developer. compulsory poaster. class clown.
AltayCap @AltayCapital
13K Followers 982 Following Long / Short equities. Value investor. Istanbul. Nothing I post is investment advice. All my writeups are free. No paywalls. https://t.co/vNBoJqo6Ji
Floebertus @Floebertus
5K Followers 752 Following We research companies globally and find outperforming stocks where others aren't looking. Not financial advice. https://t.co/Y9o6L88HS6
Christine Guerrero @SheDrills
19K Followers 1K Following OG Advisor, Energy Investor, Petroleum Engineer, Deep Dive Research, Forever Áncora Imparo. I’m not a financial advisor and tweets are not financial advice.
HFI Research @HFI_Research
70K Followers 132 Following Contrarian Investment Research: Energy (Oil & Gas)
Jay Parsons @jayparsons
29K Followers 349 Following Rental housing economist, Dad x5 and suffering Cowboys fan ... Rental housing is essential, misunderstood and we need more of it.
Captain Confirmation ... @dontflytoohigh
700 Followers 4K Following Interested in the intersection of people and places from an investment view. Personal opinions only. No post, reply, or retweet is intended as investment advice
Jam @Jam_invest
2K Followers 132 Following Turning over the Rocks to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields
Jérémie @jeremie0117
892 Followers 236 Following Research Analyst | Shipping, Offshore, Oil & Gas, Mining & Chemical
Kiwifruit @MaiusPartners
1K Followers 1K Following Global investing with Chinese characteristics. Always DYOR, not investment advice. 老韭菜，全球景气度价值投资
Clark Square Capital @ClarkSquareCap
30K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsfOF
East Asia Stocks 🇯... @EastAsiaStocks
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Epsilon Ideas @mihail_EDideas
482 Followers 165 Following Helping adventurous investors find asymmetric Alfa ideas in obscure market niches by cutting the noise from the signal
Jeremy Raper @puppyeh1
50K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Davy @Blinklebloop
2K Followers 185 Following Generally only invest in equities. Small caps, special sits. Link below is my s0bstuck - don't want X to shadow ban it so I changed it
Deep Value Situations @DV_Situations
13K Followers 200 Following The name says it all. Not investment advice.
Net-Net-Hunter Japan @hiroki1379
1K Followers 95 Following Born in Japan ex Accenture - Freelance(now) - Full time investor(next?) Check(https://t.co/TE88zb4J1F) for Japanese stock analysis.(No paywall)
TheDailyCompounder @100xCompounding
4K Followers 22 Following Value Analyst Providing Outside Idea Generation & Research Services. Access Free Research: https://t.co/5GcJfaSFYw
Made in Japan 🇯�... @InvestInJapan
9K Followers 907 Following Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
ARENA MAN CAPITAL @ArenaManCapital
2K Followers 623 Following Canadian, engineer, whisky, investor imposter. Formerly spent time at AMZN, MSFT, NVDA, started 3 companies. Not investing advice.
Myles @finphysnerd
5K Followers 357 Following Physics grad, value investing zoomer, pole dancer, professional Excel monkey, “best hair on fintwit". 🏳️🌈🇦🇺.
Logan Mohtashami @LoganMohtashami
44K Followers 196 Following 🇺🇸💪🏽📈🔥😤🫡 Lead Analyst @HousingWire Financial Truth On Housing Economics. All American Bears have failed since 1790. Press inquiries: [email protected]
Paulo Macro @PauloMacro
172K Followers 322 Following Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz
The Energy Realist @EnergyRealist25
4K Followers 485 Following Financial blogger, part-time investor. Bullish oil & gas, OFS/offshore, commodities, EMs. Bearish energy transition. My posts aren't investment advice, DYODD.
Ben Thompson @benthompson
256K Followers 2K Following Author/Founder of @stratechery. Host of @ditheringfm @sharptechpod. @notechben for sports. @monkbent on other networks. Home on the Internet.
Giovanni Staunovo🛢 @staunovo
102K Followers 473 Following Commodity Analyst. #OOTT Views are my own. Tweets/Posts intended for information only. Retweets/Reposts ≠ endorsements.
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186K Followers 500 Following Keynote Speaker & Woodworker Everything Energy Daily Energy Report: https://t.co/upw1loHeK3 Weekly: https://t.co/LfUHIpXsWu https://t.co/oCC6irfqv5
JH @CRUDEOIL231
12K Followers 238 Following Hedge Fund Commodity Strategist / Deputy Head of Derivatives Desk - Macro, Commodities, FICC / Middle and Far East representation
Sophocles @FatAlpha
503 Followers 124 Following 📈 Value Investor | Focusing on Durable Moats 🎙️ "No Fluff, Just Ideas" Podcast 🌐 FatAlpha Value Conferences 🔔 *Free Insights* https://t.co/aKdNcTPNMy
Josh Young @Josh_Young_1
116K Followers 2K Following Contrarian value investor Fmr Chairman of IronBridge, sold for C$142mm CIO, Bison Interests Author, Bison Insights See me on CNBC, etc Not advice. Caveat emptor
Perry Solem @PerrySolem
7K Followers 903 Following Eli Gemstone Family Office. Done over $70mn of storage acq & dev deals as a gp. Worked for a couple REITs in the past. DMs open / [email protected]
Guinea Value Investme... @jszhang0912
543 Followers 217 Following
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7K Followers 107 Following Sharing my personal views, not investment advice. Please do your own work.
Jonathan Litt - L&B @JonLitt
5K Followers 680 Following Official account of Jonathan Litt, founder and CIO of investment management firm Land & Buildings. Former sell-side analyst.
MW @TheWeezGuy
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7K Followers 4K Following Entrepreneurial company building & investing in 🇯🇵 Share thoughts on 🇯🇵 software & entrepreneurial opportunities on Japan Business Insights (see below)
Japan Guru @japan_guru_x
3K Followers 74 Following Solo activist trader in Japanese small caps & special sits. ex-GS. Building "Samurai Board" - the bridge btwn untapped Japanese equity opps and global capital👇
Japan Deep Value @JapanDeepValue1
6K Followers 518 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.
Capitalist Exploits @capitalistexp
25K Followers 626 Following Macro asset manager. Ex-VC & investment banker. Do your own DD. More here ➡️ https://t.co/kr64UfPFYb
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21K Followers 77 Following I run the long/short $ORR ETF - https://t.co/VarMOIVCah I also run the long/short hedge fund Militia Capital -Trends for United States
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