Fintwit Stock Pitch Challenge @stock_pitch
in July 2021, we hosted a $15,000 Fintwit Stock Pitch Challenge, on Spaces. 🙏Tegus & Canalyst sponsors! Follow for updates on future contests. getrevue.co/profile/Fintwi… Omaha, NE Joined May 2021-
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Bad News: $META is down $77 after-hours. If you bought at $89 sixteen months ago, you’re down 87% on this print. Have fun staying poor.
Let the man cook. 👩🍳
Charlie! ❤️
🚩Narrative violation alert 🚩 Cleveland on weak SSS trends, cannibalization, and potential slowing of store growth for $FND
Hey, we're back! @akramsrazor and I have a new Razor's Edge podcast out today, on the recent market rally. Is generative AI a one-way positive for the market, the way the $QQQ and $SOX have traded, or is it just a $NVDA win, or something in between? open.spotify.com/episode/3hwsou…
Objectively this is a broken biz model q for $coin. Losing share/eth btc as expected and offsetting w some unsustainable pricing which will just cost them more share.
Good podcast for the basic whats / whys / hows of podcasting and an interesting career story. Thanks for sharing/doing: open.spotify.com/episode/1k23YF…
Good podcast for the basic whats / whys / hows of podcasting and an interesting career story. Thanks for sharing/doing: open.spotify.com/episode/1k23YF…
$spt $cxm I'm not a fan of followups, but this is just too good. Checkmate. Sprout: We Are In The End Game Now the-razors-edge.ghost.io/sprout-we-are-…
SPT: BTIG'S TRAINWRECK REBUTTAL the-razors-edge.ghost.io/spt-btigs-trai…
Just connected with an emerging manager long only stockpicker and had a great conversation. Seems like a great fit for what we're trying to do with emerging managers in a lot of ways. Smart/obviously talented person with around 4-5 years experience who launched last year and is…
The first tech sell-off broke ❤️ ..the next one will break spirits
We are going to start actually marketing it next week, but Robotti and Co are putting on another morning session at the Markel Annual Meeting (Wednesday May 17th). Should be a good event. I may stay an extra evening and hang in Richmond. Happy to do a dinner or something.
Aws gonna print single digit growth rate from 40% in a year. Now that’s a proper deceleration. Positioning rallies a bitch as this is so much worse than even most pessimistic buysider. This is greatest rent don’t own rally of all time.
$nflx ..from june note.. "Valuing Netflix still complicated and I didn't get into ad tier impact as that remains something that they still haven't figured out, but I can come up with scenarios of $3b-5bl in FCF run rate by this time next year. That's 100%-200% above street. "
"The office is a place that crushes your dreams and sucks out your soul...WFH has given me the freedom to spend so much more time with my family..." ~@RampCapitalLLC Ramp's feelings are shared by many... Meritocracy Over Bureaucracy ramp.beehiiv.com/p/office-killi… via @RampCapitalLLC
Elon should only do this if he wants to look smart and make money.
Elon should only do this if he wants to look smart and make money.
Me: What's the best SaaS long right now? GPT3: As a large language model trained by OpenAi, I am not capable of making investment decisions. I am not capable of %#*****%%##. Screw it, it's $twlo. Buy $twlo. Buy, buy, buy, buy....
Legit dope product.
@AndrewRangeley post on Liberty got me thinking a bit. First, it’s not easy to write publicly about anything. So I always appreciate when someone changes their mind when they perceive facts to have changed.
Here’s “my” contribution to the cable/wireless/fiber discussion. I’m biased towards cable, as is Craig. But I hope this interview comes off as fact based and is helpful. Most interesting quote: “The fiber bubble will burst.”
Here’s “my” contribution to the cable/wireless/fiber discussion. I’m biased towards cable, as is Craig. But I hope this interview comes off as fact based and is helpful. Most interesting quote: “The fiber bubble will burst.”
Compound248 💰 @compound248
58K Followers 659 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
DaRazor @akramsrazor
17K Followers 602 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
SouthernValue @SouthernValue95
10K Followers 2K Following Infinitely curious. DMs open. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Nirtolought @nirtolough82813
0 Followers 184 Following
GemmaLincoln @4x219XGy15kR1
0 Followers 107 Following
Shernoy @Shernoy111743
3 Followers 198 Following
Thasmywh @thasmywh14008
1 Followers 180 Following
AsymTrading @assymatrading
12 Followers 248 Following 20+ year student of the mkt. Swing trading breakouts from higher lows and tightening ranges on the highest ADR, highest momentum stocks. KK/KQ is the GOAT.
Srki @SrkiMrkiBrki
36 Followers 41 Following
Megan Macduff @MegannhMacduff
36 Followers 1K Following Found different beauties from all US states 🙀 Ready for private meetings Some have naked profile photos! Watching this https://t.co/A0oVNMrVsk
jonny @jonny16657022
97 Followers 1K Following
Ricky Sandler @nadira_28
183 Followers 1K Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book.
Maria @neauheli21760
18 Followers 763 Following Permite ganhar dinheiro facilmente em casa, sem sair de casa, apenas com um telemóvel.É adequado para estudantes, trabalhadores de escritório e mães.
Tosle @tosle75062
1 Followers 1K Following
Make money easily @z5033H5Ty7s98S0
10 Followers 500 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Make money easily @MwF2v5m77p1YY
3 Followers 142 Following MYXC LTD is a diversified global investment management company headquartered in the United States with a registered capital of US$100 million.
Taylor Swift.Update @krisma_kdm
458 Followers 1K Following Taylor Swift's main site in Latin America | The largest Taylor Swift site in Latin America | Fan Accounts | @LiBingqinglovea
Kalpesh @STRENGTH_MWD
52 Followers 180 Following
Keki CHENG @ChengKeki
217 Followers 825 Following Investor of Palantir,Tesla and Bitcoin. Holding $TTOO for less than 1 month, but learnt a big lesson from it. Never buy penny stocks that have history of RS
Shubh G @Shubhg007
82 Followers 1K Following Be Passionate about what you do ... and Success will find you eventually !!
Sitaram. kambam @kambams
635 Followers 5K Following
MagnusJones @MagnusJone96397
65 Followers 471 Following
Reasoned Speculations @RsndSpeculation
460 Followers 930 Following "Learning is unifying seemingly divergent ideas and data" | @ YaleSOM | Not Investment Advice
Ansh @simplyansh
662 Followers 2K Following
NorthscapeVentures.th.. @NorthscapeV
221 Followers 1K Following
Silvestre Alencar @silvestrealenc1
62 Followers 775 Following
Timm V @TimmV8
46 Followers 496 Following
StockBrokers @StockBrokers
5K Followers 676 Following https://t.co/4blbuHtR6S is a website that provides unbiased stockbroker reviews to help individual investors find the best broker for their needs.
ctleo @Cuilijie82
293 Followers 788 Following 在终极的分析中，一切知识都是历史； 在抽象的意义下，一切科学都是数学； 在理性的基础上，所有的判断都是统计学。
Lina @SkyeOstrov
52 Followers 680 Following Hobbies: golf, skiing, travel. Fitness, shooting, motorcycle riding,
Johnny Hammersticks @__notmychair
5 Followers 70 Following
Amy Kauffman @AmyKauffman
2K Followers 5K Following Lover of communications, Texas Ex, Not-too-shabby chef, heart pups Snoopy D & Minnie Cooper.
Anatomy of a Buck @AnatomyofaBuck
223 Followers 3K Following Comparative Anatomist turned Portfolio Manager | Former Prof. of Biological Sciences | Modeling this adaptive system that makes a market | No advice
John @explorepayments
47 Followers 274 Following Learning about the future of payments / finance and banking through the lens of $afrm. No affiliation to Affirm. Join the conversation. Not investment advice.
CoupDeFire | ILLICITS.. @CoupDeToe
1K Followers 5K Following $BTI $PM $MO | The great re-nicotinization experiment is upon us! RRPs have reignited the world's repressed desire for nicotine. 🤯✌️COUP & THE NICO FACTORY
mt @mtscss
313 Followers 1K Following if you bet $100 and double your money, you’re still poor | (no financial advice)
Balloons @BigVestGuy
5 Followers 132 Following
Mohamed G @themomoee
36 Followers 1K Following investing, law and everything in between #valueinvesting
Marc Lehman @markflowcharter
2 Followers 359 Following Instividual Trader/Investor *ALL TWEETS ARE FOR INFORMATIONAL PURPOSES ONLY *DO NOT TRADE OFF ANY OF MY INFORMATION
💲 Money Lobster �.. @MoneyLobster
2K Followers 5K Following Frugal creative thinking Mainer looking for deals in life and in the stock market. Always networking and promoting #MAINE #TheGoGiver Not Financial Advice DYOR
LBanman @LyellBan
4K Followers 5K Following
00412.eth @SamScot49040600
400 Followers 2K Following
Beryl @berylliqingyan
71 Followers 429 Following Traveler, entrepreneur, single mom. Run your own medical beauty center,I also hold #BTC, #ETH and #USDT,
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
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
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
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Ian Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
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
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Sleepwell🛌 @SleepwellCap
22K Followers 614 Following Looking for investments to sleep well. Mostly Music, Tech, Financials & Luxury. Musician and engineer. Opinions my own, please see disclaimers on Substack.
DaRazor @akramsrazor
17K Followers 602 Following Hyyypergrowth, SaaS, Digital money enthusiast, CEFI Skeptic, Oil bull, and Futurist. If you ain't long, you're wrong. Occasional Security Analysis.
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
Daniel S. Loeb @DanielSLoeb1
124K Followers 993 Following Investment analyst at Third Point LLC since 1995. Columbia College ‘83 🥲
Jim O'Shaughnessy @jposhaughnessy
176K Followers 5K Following https://t.co/15Q9m1GtMQ https://t.co/HGYG4UoYts 🎙
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Ramp Capital @RampCapitalLLC
345K Followers 620 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)
Andrew Walker @AndrewRangeley
33K Followers 793 Following Head of Research and Portfolio Manager at Rangeley Capital. Part time podcast host / blogger; Full time Cookie Monster.
SouthernValue @SouthernValue95
10K Followers 2K Following Infinitely curious. DMs open. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Cem Karsan 🥐 @jam_croissant
133K Followers 2K Following Founder, Kai Volatility. 24y Quant/Vol/Flow PM. Ex-MMaker,+10% of SPXOpt’s‘06-10. @phillipsacademy, @RiceAlumni, @KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advice
Jon Sherman @practicalgolf
79K Followers 325 Following Author of The Four Foundations of Golf ➜ https://t.co/E6TgshifK8 I New Book available now ➜ https://t.co/5E9sTO2JSg I Co-Host of The Sweet Spot 🎙️I Golfer ⛳️
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
Compoundpapi (ESG) @compoundpapi
12K Followers 931 Following Here to learn. Mauboussin, Rochon, and ABBA Stan. Durable advantages, long runways, intelligent managers. Passive retail shareholder. Permanently locked.
Alix Pasquet @alixpasquet
5K Followers 2K Following
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
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
Journalytic @Journalytic
1K Followers 39 Following The investment journaling solution built by investors, for investors
Daniel Shvartsman @DanielShortman
1K Followers 757 Following Digital media / content strategy / investing. Co-host The Razor's Edge. Investment Advisor. Music/travel/reading/writing. Ex @seekingalpha @investingcom. Short.
Evan Tindell @evantindell
9K Followers 1K Following Bireme Capital CIO / MIT '06 / I used to play poker https://t.co/nkVEbj4lri https://t.co/scqco3aC0h
Fred Liu @HaydenCapital
35K Followers 774 Following Global investor | Lifelong Learner | Understanding The World One Datapoint At A Time. Not investment advice.
Hugh Hendry Eclectica @hendry_hugh
94K Followers 28 Following Founder Eclectica Macro, St Barts luxury hotelier, investor 📸 & 📺: hughhendryofficial | ✉️ Media & Sponsors [email protected]
Norbert Lou @NorbertLou
2K Followers 10 Following
Rep. Jim Jordan @Jim_Jordan
5.0M Followers 4K Following Proudly serving Ohio's beautiful Fourth District. Chairman @JudiciaryGOP, @Weaponization. Fighting to #DoWhatWeSaid
Joel Cohen @joelmcohen
14K Followers 289 Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj)
jack @jack
6.5M Followers 3 Following npub1sg6plzptd64u62a878hep2kev88swjh3tw00gjsfl8f237lmu63q0uf63m
G. Steiner Vulgar Cap.. @joelspadawan1
6K Followers 626 Following I like downside protection & when the sizzle comes for free. I like writing puts when insured principal gets paid back before expiry. Greek ape doing L/S
Marc Andreessen 🇺�.. @pmarca
1.4M Followers 24K Following Techno-optimist. E/acc. Technology brother. Move Fast and Make Things. p(Doom) = 0; p(“1984”) = not 0.
This Week in Intellig.. @twiii_podcast
2K Followers 68 Following Authentic, unscripted discussion of timely and timeless investment topics, feat. @ElliotTurn and @pcordway, hosted by @JMihaljevic, presented by @manualofideas
Paul Enright @pmje73
13K Followers 152 Following
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Tim Maloney @MaloneySandwich
3K Followers 3K Following Co-Founder @roundhill. Disclaimer: https://t.co/wTjhdJ38Wj…
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
Campbell Wilson @Campbell__W
2K Followers 1K Following Founder/PM at Old Well Partners. Former endowment investor. No investment advice, views my own
Roundhill Investments @roundhill
23K Followers 386 Following Roundhill Investments is an SEC-registered investment advisor focused on offering innovative ETFs. Disclaimer: https://t.co/T3UwLbcjZb
BYTE - IO Digital Inf.. @BYTE_ioDigital
234 Followers 105 Following Tweet Digital Infra research. $BYTE IO Digital Infra Index is the leading index focused on the large, growing technologies that power your internet experience.
Coho Capital @CohoCap
4K Followers 712 Following
Temeltem @TemeltemP
266 Followers 5K Following
Post M. @Post_Market
96K Followers 3K Following
Craig U @craigersu
146 Followers 580 Following
BD Capital @BDCapital1
168 Followers 32 Following "Someone's sitting in the shade today because someone planted a tree a long time ago." - WB
We need to find this guy and ask him how he feels now😂😂
Watch this Chiefs fan react to when they drafted Patrick Mahomes 😂 "This is why this organization will never win a Super Bowl in my lifetime!" 😅 🎥: Ryan McChesney/YT
Bad News: $META is down $77 after-hours. If you bought at $89 sixteen months ago, you’re down 87% on this print. Have fun staying poor.
In honor of shares in Battery Scam Enovix hitting new all time lows today (down 75% in 9 months and -85% from all time highs), here is a mega thread of every time Convicted Felon Fraudster Greg Reyes screamed at short sellers since taking over his wife's twitter account $ENVX 1/
In 2019, I signed a contract with the Philadelphia Phillies. 5 years later, I haven't played in a single MLB game. Here's how the Minor Leagues work (and what it's like to be one):
There is only one way to listen to the 2hr $RH earnings call. Thanks @Quartr_App
The most DANGEROUS thing the CEO of a business that’s maturing into a <10% grower can say: “You all know me - I’m not going to be happy with 20% growth. Like, we see ourselves as a growth company.” PREDICTION: The $PD CEO either gets religion or loses her job in <12 months.
Always fun to look at this and remember bytedance is 60% owned by global institutions largely from USA and 20% owned by founder and rest employees of which ton are american and has a board that is 60% american. Yet douyin, which is also owned by bytedance, has 750ml+ chinese…
Mocking ADBE for not seeing "AI revenue" while long semis is not the dunk you think it is
For those of you trying to just run your PA at $5M:
$ENFN is a non-shitco in smidcap SaaS that saw a material growth inflection this quarter. They are the modern tech platform & share taker within category, have >95% gross retention, a path to 35-40% margins from 20%, growing topline high teens (accelerating from low teens at…
10% off its all time highs and $GOOG bulls be like:
I've not heard a single well-thought-out argument for why Gen AI is bearish for $GOOG.
#Crypto businesses: #Crypto degens: Ambiguous I made crypto regulation $500k YOLO’ing is causing America jeo boden to fall behind on this #shitcoins critical technology 🐸
Just released my 2023 Annual Letter (a bit late). This one is probably much more relevant to my actual clients than professionals but it's my new pinned tweet for anyone who'd like to read it.
When Demand > Supply, the solution is: Incentivize Demand.
❖ BIDEN TO PROPOSE $5,000 CREDIT FOR FIRST-TIME HOME BUYERS: WAPO ❖ BIDEN TO PROPOSE CREDIT FOR FAMILIES SELLING STARTER HOMES:WAPO
If you believe $NVDA is incredible, I wonder if you realize $GOOG owns its own Nvidia. You think I’m being sarcastic.
In addition to SEARCH - the greatest business in history - $GOOG also owns its own: • AWS • Nvidia • Square • OpenAI • Fiber ISP • MS Office • Trade Desk • iOS / AppStore • Sequoia Capital • Netflix / IG / TikTok • Self-driving tech stack + more Probably not a zero
Unfortunately, as contractors, these don’t count. She says they were “laid off,” but obviously not:: contractors aren’t employees.
YouTube Music contractors in Austin attempting to force $GOOG to unionize discovered their roles were eliminated effective immediately…while lobbying city counsel. And so it begins.
Obviously “Shirt Guy” goes. So that’s “one.”
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