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Never Sell episode 10 is out @scuttleblurb and I covered a bunch of topics but if you're looking for some vicarious learnings from my $LULU debacle, this may be of interest
This Bill Maher monologue is a centrist's dream. And he's right: The Democrats would win "from now and until forever" if they jettisoned woke insanities and stuck to nuts and bolts issues that appeal to middle-class voters.
Elon when Jensen invested in xAI: "It’s an honor to have @nvidia as an investor" Elon when Jensen invested in OpenAI: "Concerning"
[scuttlebit] Charles Schwab is so back $schw classic: scuttleblurb.com/scuttlebit-sch… substack: scuttleblurb.substack.com/p/scuttlebit-s…
This commentary offers a clear, powerful statement of why freedom of speech is at the heart of democracy and must be defended, whether the speaker is Charlie Kirk or Jimmy Kimmel, MAGA supporters or MAGA opponents.
https://t.co/YtTQuSCb3T
Most businesses when you study them become more complex the more you know, because you start learning about the little problems they have to solve to make things run. $ASML is, in this way, I think the most complex business I’ve ever studied.
Most businesses when you study them become more complex the more you know, because you start learning about the little problems they have to solve to make things run. $ASML is, in this way, I think the most complex business I’ve ever studied.
[scuttlebit] thoughts on $asml classic scuttleblurb.com/scuttlebit-asm… substack scuttleblurb.substack.com/p/scuttlebit-a…
"Chip manufacturing is just a different beast. It defies conventional business frameworks as much as it tests the limits of physics. Its commercial contours strain against the free market logic as the heavy hand of the state, guided by national security imperatives, dictates what…
If you’re going to spend time on here, please keep your head screwed on and feet touching grass There are so many content creators, foreign agents, and mentally unwell people who want you to hate your neighbors, for various reasons that are of zero benefit to you
If you don’t believe in free speech for people who you disagree with, and even hate for what they stand for, then you don’t believe in free speech.
“Between two ferns” w/ Tucker Carlson
“Between two ferns” w/ Tucker Carlson
Fantastic research report here from David on $ALGN, and liked this line on DTC aligners: "It’s astonishing how a model so enthusiastically celebrated was so comprehensively decimated in such a short span of time."
Fantastic research report here from David on $ALGN, and liked this line on DTC aligners: "It’s astonishing how a model so enthusiastically celebrated was so comprehensively decimated in such a short span of time."
$algn Invisalign: still the clear choice? classic: scuttleblurb.com/align3/ substack: scuttleblurb.substack.com/p/algn3

Patrick OShaughnessy @patrick_oshag
292K Followers 2K Following building @psumvc @joincolossus hosting @investlikebest
Gavin Baker @GavinSBaker
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Brandon Beylo @marketplunger1
97K 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
Jerry Capital @JerryCap
52K Followers 626 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
Pythia Cap: Vertical ... @PythiaR
64K Followers 909 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
117K Followers 848 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
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Paul Enright @pmje73
21K Followers 196 Following
Alex Morris (TSOH Inv... @TSOH_Investing
63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Lawrence Hamtil @lhamtil
37K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Liberty 💚🥃 @LibertyRPF
30K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Prepared Remarks @P_Remarks
24K Followers 929 Following
InnocenceCapital.AI (... @InnocenceCapit1
16K Followers 2K 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”.
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!
Post M. @Post_Market
96K Followers 3K Following
Yaron Naymark @1MainCapital
33K Followers 587 Following Tweets are informational only, never investment advice.
Bread Crumbs Research @breadcrumbsre
25K Followers 551 Following People-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
Michael Moore @michaelmoore_sf
571 Followers 1K Following builder | dad 👶🦮 climb🧗♂️ tennis🎾 dj🎧 game🎮 so in-tents🏕
Jack Farley @JackFarley96
80K Followers 5K Following Host of Monetary Matters podcast: https://t.co/L9rinX1Qrx Creator of Forward Guidance show (30 million downloads)
yux @theeconlemming
492 Followers 2K Following Mining, Econ, value and other randomness Writing here: https://t.co/nQzH1NW66k
EN MK @ENMK493451
9 Followers 2K Following
A kul @Akul131209
0 Followers 31 Following
Salman Rahman @SRahman0806
114 Followers 508 Following
Finn Killam @finnkillam
308 Followers 727 Following Software Investing @ https://t.co/aOf7GprweE | Previously @palantirtech, startups
options hunter @optionshunter37
18 Followers 55 Following dabbling in options trading as an experiment
HouseBOS @houseBOSai
13 Followers 46 Following AI transparency in real estate fees and services in a one stop shop throughout all stages, Buying, Owning and Selling
SHARMILA TULJAPURKAR @S38133180
0 Followers 69 Following
Agustín Lorenzo @agust_lo
111 Followers 1K Following
hlpai @paih337
2 Followers 43 Following
New York @GothamsNomad
3 Followers 54 Following
AgnesClement @1Y7M3lcHHHEfV0
0 Followers 305 Following
Ooflievor @Ooflievor51561
80 Followers 3K Following
Valio @valiovalentino
5 Followers 60 Following Thoughts about business and investing. Some deeper than necessary.
Krishna Gandikota @KrishnaGandiko3
86 Followers 620 Following
Analyst @ForeverAnalyst
30 Followers 92 Following
waveflowguy @waveflowguy
81 Followers 318 Following WaveFlow™ founder | Swing trades with high risk/reward | Elliott Wave + option flow + fundamentals | Sharing setups, stops & targets
Leo @Leo12646877
6 Followers 35 Following
Omair Shahid @OmairShahid
843 Followers 7K Following Product of progressive public policy; raised by public libraries and public education that produced a passion for politics. and apparently alliteration
Damir @damirck4
2 Followers 15 Following
EcoMoat @ecomoatai
232 Followers 162 Following Building EcoMoat - economic moat rating, and competitive analysis powered by AI. I share fundamentals, charts & learnings from my journey, not giving advice.
Insider Capital @emrata85
755 Followers 288 Following
10xFCF @10x_FCF
5 Followers 85 Following
TakatinFrenchBread @TakatinFrench
152 Followers 2K Following
Frederico P. @FredPerlott
48 Followers 125 Following
Fabian. @f9klmn
213 Followers 853 Following
Leon Leong @leon0025
4 Followers 52 Following
Lowell Capital Value ... @Lowell_Capital
135 Followers 162 Following Lowell Capital Value Management seeks to achieve long-term growth of capital by investing in underfollowed businesses with a "deep value approach"
4 Tune 🫰🏻 @4_tune_001
82 Followers 401 Following Never stop believing in yourself 💯 Messi II Davido II Young Thug || Chelsea
Afeetoo @Afeetoo3456605
0 Followers 304 Following
Phradeus @PhradeusAB
17 Followers 34 Following
MAK @lilmuzzivert
2 Followers 50 Following
love1d...tamago @1Duutama
394 Followers 2K Following Harry Edward Styles/Louis William Tomlinson/Zayn Javadd Malik/Niall James Horan❤︎❤︎❤︎❤︎❤︎………︎ ~one direction is five people forever~
JeffMartineau Louissa... @Jeffmartin74562
1 Followers 62 Following
ReneeBernal @G204md8v2RMzK
6 Followers 1K Following
Edwin @edwinkawei
28 Followers 597 Following
JonathanW1818 @JonathanW121145
23 Followers 140 Following
ElmaStephen @qAku4D9Y0Gw64
24 Followers 574 Following
coconut @coconut_618
3 Followers 48 Following
Hunter Gleason @gleason_hunter8
6 Followers 63 Following
bytesizedsignal @bytesizedsignal
44 Followers 65 Following Sell-side covering TMT / hedge fund wannabe
Patrick OShaughnessy @patrick_oshag
292K Followers 2K Following building @psumvc @joincolossus hosting @investlikebest
Gavin Baker @GavinSBaker
186K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Brandon Beylo @marketplunger1
97K 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
Jerry Capital @JerryCap
52K Followers 626 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
Pythia Cap: Vertical ... @PythiaR
64K Followers 909 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
modest proposal @modestproposal1
117K Followers 848 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
144K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Paul Enright @pmje73
21K Followers 196 Following
Alex Morris (TSOH Inv... @TSOH_Investing
63K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Daniel S. Loeb @DanielSLoeb1
162K Followers 1K Following Investor in public and private equity and credit securities. 🇺🇸🇺🇸🇺🇸
Lawrence Hamtil @lhamtil
37K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Liberty 💚🥃 @LibertyRPF
30K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Prepared Remarks @P_Remarks
24K Followers 929 Following
InnocenceCapital.AI (... @InnocenceCapit1
16K Followers 2K 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”.
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!
Post M. @Post_Market
96K Followers 3K Following
Yaron Naymark @1MainCapital
33K Followers 587 Following Tweets are informational only, never investment advice.
Hindsight @hindsight2121
5K Followers 2K Following rational take merchant & some stock musings. staunchly anti-Taliban. I dislike hypocrites.
Amend and Pretend @amendandpretend
6K Followers 3K Following Everybody acting tough when they up. Everybody acting tough.
Blue Georgia @BlueATLGeorgia
56K Followers 2K Following Political videos and commentary. More in Highlights.
Nick Timiraos @NickTimiraos
439K Followers 121 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
Dan Carlin @dccommonsense
133K Followers 114 Following "My wish is for an America that matches the marketing material"
Aaron Levie @levie
2.5M Followers 728 Following ceo @box - unleash the power of your content with AI
𝔊𝔴𝔢𝔯𝔫 @gwern
64K Followers 106 Following Internet besserwisser; pedantic, mean reply guy. 𝘞𝘢𝘵𝘢𝘴𝘩𝘪 𝘬𝘪𝘯𝘪𝘯𝘢𝘳𝘪𝘮𝘢𝘴𝘶! (Follow requests ignored due to terrible UI.)
Steve Hou @stevehou0
34K Followers 3K Following Quant Research @Bloomberg, opinions my own. Perpetually curious, but also "incredibly unsophisticated" (according to Chamath Palihapitiya).
James Surowiecki @JamesSurowiecki
128K Followers 416 Following Author of The Wisdom of Crowds. Contributing writer for Fast Company and The Atlantic. I wrote The Financial Page for The New Yorker.
KneeOverToesGuy @kneeovertoesguy
206K Followers 238 Following Knee Ability Zero to Pro: https://t.co/hTLLgOMSrh Equipment & Shoes: https://t.co/y61zp6agzX
Good Work @goodworkmb
20K Followers 6 Following edge-cutting business news with Dan Toomey subscribe: https://t.co/9haxXb2TRJ
Images AI Could Never... @imagesaicouldnt
298K Followers 171 Following a collection of memes that are uniquely human @videosaicant
INVESTMENT HULK @INVESTMENTSHULK
57K Followers 5K Following HULK FAMILY OFFICE. GLOBAL MACRO AF. AFTER-TAX RETURNS THE ONLY RETURNS MATTER. FREAK GAMMA TRADE MAKE HULK STRONG.
Brad Carry (VC & Podc... @bradcarryvc
7K Followers 3K Following Top 0.001% VC | Early investor in @tryfondo | I podcast for 80+ hours a week | Expert in everything | Never wrong
Jay @incrementalROI
370 Followers 779 Following "The money money makes, makes more money" - Ben Franklin. Striving for equanimity and clear headedness | Not investment advice
cinesthetic. @TheCinesthetic
1.4M Followers 203 Following motion picture person. cinema, music, tv and beyond. For Ads, Promotion / Partnership- DM or Email: [email protected]
Brian Krassenstein @krassenstein
945K Followers 463K Following AI, Technology, Crypto, Web3, Political commentary - Follow My Brother: @EdKrassen. Linktree: https://t.co/5Sol7rx2c6
Aaron Rupar @atrupar
1.0M Followers 5K Following journalist. sign up for my newsletter, Public Notice (link below). Powered by @SnapStream (more info: https://t.co/2oHPuuFBnN).
ValueStockGeek @ValueStockGeek
82K Followers 3K Following
Jason Hall @TheSmattering
7K Followers 537 Following Investor | Co-host @InvestingPod I help people build wealth https://t.co/6KPgRTlNLl Newsletter: https://t.co/oEI1N6rTaH
George Hadjia @GHadjia
10K Followers 2K Following Founder & Chief Investment Officer - Bristlemoon Capital Global L/S equities Subscribe https://t.co/qMdR4HXhka Views not investment advice
Mark Zandi @Markzandi
45K Followers 149 Following Chief Economist @economics_ma. Host of Inside Economics podcast https://t.co/ONmSCQ65Ib. Co-founder of https://t.co/ZAo6ME72qu. Views expressed here are my own.
*Walter Bloomberg @DeItaone
1.0M Followers 41 Following Promote your firm on our feed. For inquiries, DM or [email protected]
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44K Followers 404 Following
nathan fielder @nathanfielder
526K Followers 218 Following
Lawrence H. Summers @LHSummers
375K Followers 712 Following Charles W. Eliot University Professor and President Emeritus at Harvard. Secretary of the Treasury for President Clinton and Director of NEC for President Obama
Acquired Podcast @AcquiredFM
74K Followers 137 Following Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them. Hosted by @gilbert and @djrosent.
LindyMan @PaulSkallas
146K Followers 984 Following Lindy Newsletter: https://t.co/k3A03LYLi1 @lindyeffect
marginofdanger @marginofdanger
7K Followers 107 Following Sharing my personal views, not investment advice. Please do your own work.
DaRazor @akramsrazor
21K Followers 687 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Mark Kirk @SenatorKirk
43K Followers 2K Following I serve the people of the state of Illinois in the United States Senate. Please do not hesitate to contact me if you have any questions or need assistance.
Fabricated Knowledge @_fabknowledge_
24K Followers 727 Following Simplifying the world of semiconductor investing in the age of AI. Part of the @semianalysis_ gang.
Charlie Light @charliewrich
19K Followers 1K Following Turning parody accounts into businesses. Creator of John W. Rich (Wealthy), Hunter Cold Calls, and Chase Passive Income. DM to hire me
Art Capital @crazyjoedavola_
6K Followers 1K Following Struggling L/S Equity Analyst. Living sequentially.
Barry Schwartz @BarrySchwartzBW
36K Followers 346 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Dennis Hong @dennisihong
2K Followers 2K Following “Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth.”
Mike Zaccardi, CFA, C... @MikeZaccardi
64K Followers 88 Following Financial writer. Markets & charts. Subscribe for exclusive charts, a Daily Insight blog post, and a follow-back. Open to freelance or full-time work.
Martin Shkreli @MartinShkreli
358K Followers 8K Following https://t.co/vJE5wyFDrX https://t.co/GUy99qMi2O - join our Discord! e/acc
Christopher Bloomstra... @ChrisBloomstran
122K 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
mix0mat0sis @mix0mat0sis
312 Followers 2K Following 📱 engineer, agilist, musician 🎶, and Penn Stater who loves 🏃 & 💪, 🎥 , ⚽️ , and most of all, 🍺 and 🍷 . Oh & family. 👍
Matt Kenney @MattKenneyUSA
3K Followers 4K Following Political and Public Affairs Professional | Combat Vet | ASU & ASU Law
Q-Cap @qcapital2020
64K Followers 1K Following • Familia • Grift Detective • No Investment Advice • Nothing to Sell • My Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
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606K Followers 137 Following Fundraisers from the world’s leading crowdfunding platform. Start yours today at the link in our bio.