The Tiny CIO @thetinycio
CIO of the smallest family office in the world. Investing across equities and alternatives with an endowment mindset. Joined November 2025-
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Following293
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@TweetsOfSumit Berkshire, S&P Global, Itochu, Procter & Gamble
@taobanker It’s the same in Europe, and people net half.
@Mr_Derivatives $AXP is not lagging hard, it has a different business model and credit risk. Therefore, it deserves a lower multiple than the networks like $V and $MA.
@capitalemployed Funny how many people have below 5%. Might as well leave it out as an asset class will have no impact with a 3% weight.
@TidefallCapital @DudeWhoInvests FCF is a Fugazi like Off-Balance-Sheet-Liabilities
@returnoncap First two months actually, but it gets rapidly better afterwards. Enjoy every moment, they get older way too fast.
It’s really fascinating to think about industries sometimes. There are a lot of people founding new consumer brands but there are literally founders saying: Hey, we’re going to be the next gen rating agency replacing Moody’s or S&P.
Ob die Performance den S&P500 in 10 Jahren schlägt wird man dann 2036 sehen :). Die Geschäftsmodelle von Oligopolen waren auch vor 10 Jahren bereits bekannt und offensichtlich. Häufig sind es dann eben doch die Dinge die wir manchmal nicht sehen und nicht wissen die über Out- oder Underperformance entscheiden. Funktioniert in beide Richtungen.
Signs of a top
Situational Awareness, the $20bn hedge fund founded by former OpenAI employee Leopold Aschenbrenner, has sought to raise fresh capital from investors after suffering heavy losses during the recent rout in AI stocks ft.trib.al/SwCjjE6
@Investor_NICK_ Same thing happening in Italy, especially Rome and also the area up to Toscana. But people should be happy, I think the hospitality industry in Europe would be in a different place now without American tourists. Keep spending 💸 💸
Man kann es sich mit Eigenkapitalrenditen teilweise noch einigermaßen schönrechnen. Bei Kaufpreisfaktoren von 25x+, Instandhaltungsrückstau, stagnierenden Mieten und und und wird es langsam eng. A-Städte mit Mietpreisbremse sind ein absolutes No-Go. Angebot und Nachfrage werden es korrigieren.
@atelicinvest Everything is always the next or the mini Berkshire - yet if you have a deeper look it’s always NOT.
@TCII_Blog …which is remarkable given the regulatory / political landscape
All these projections do not really make sense. Humans produce for human consumption regardless of the type of good. We can produce more and cheaper with humanoid robots but replacing humans will lead to lower consumption unless the world switches to UBI or advanced social welfare systems like Germany. Interesting times.
Incredible
The MSCI China Index is, quite literally, flat to down since this video was shot
Itochu corrected from its peak. Improving capital allocation, buying back stock, it is a great, diversified company that received the medal of Omaha through an investment by Berkshire. Might have a deeper look at it for the portfolio if it comes down a bit more.
I used to deeply respect Fundsmith / Terry Smith and his opinions but this move is really against everything he ever stood for. It used to be: "Buy good companies, do nothing". Now: "Buy good companies, then change your strategy and jump onto the AI train".
Fundsmith has thrown in the towel, and is joining the euphoric mania. I’m not here to advise you, but what would I do? I would buy almost everything Terry Smith is selling, and while we don’t ever short, I would maybe consider buying long dated puts on his purchases. 😂
@blondesnmoney What’s your take on Arch Capital?
Heisenberg TeamSub �... @MaloneTrin68351
1 Followers 525 Following These fake tits bounce so hard when I get my ass fucked 🔥 Come to my OnlyFans n tell me how u’d fuck me 💦
Betty @betty16fitzhugh
2K Followers 7K Following 🔞 Welcome to the jungle, where only the bold survive... 18+ only 😜
VERMÖGENSSCHUTZ & VO... @APRIOR24
2K Followers 5K Following ZUKUNFTSSICHERUNG FÜR UNTERNEHMER/EN : : CHANGE IN CRISIS & TRANSITION - VORSORGE - INVEST - ENERGIE
Thomas Freisinger @VulkanV
1K Followers 488 Following Vorstand der FREISINGER Holding AG @FreisingerAg 📈 - 😍Aktien & Zertifikate 💸📈 Gase- & Industrieunternehmer 🇦🇹🇩🇪 ♥️@danilovestaxes
z @gxdcvw
18 Followers 767 Following
Sumit Kumar @TweetsOfSumit2
20 Followers 1K Following Founder 📈 @parqetapp Host of 🎙@minimalempires Prev. @stripe
Quipus Capital @QuipusCapital
5K Followers 1K Following A global search for value investment opportunities. https://t.co/j1UIABgRE1
Tradlr @Tradlr
248 Followers 1K Following Global Macro & Multi-Asset | Proprietary Quantitative Frameworks | Asymmetric Strategies & Dynamic Allocation
stmmermns @stmmrmns
45 Followers 305 Following
Victor Goossens, 1 In... @1Investeerder
1K Followers 2K Following Stockpicker, I invest in companies,not in markets,DYODD. Long term above average returns, usually a large cashposition of 20/24%
Investor_NICK @Investor_NICK_
20K Followers 4K Following Bio/Tech 🧬 Investor | Lifelong Learner 📚 | Traveler 🛩 | Tweets are my own opinion | Not investment advice
Mat ✌️ 🐐 @EjuOgbogo34071
386 Followers 4K Following Speaker | Biz Dev. Fueling students & entrepreneurs with creative writing & motivation. From burnout to breakthrough. ✨Official Booktaster 📚 | DM for collab
mhumg @MH_uMG
271 Followers 569 Following Willing to discuss p̵l̵a̵n̵t̵s̵ investments. Tweets are not investment advice, DYODD.
SixSigmaCapitals @SixSigmaCapitol
5 Followers 461 Following Stock Market Participant | Emergency Physician Access live portfolio updates, actionable ideas and market memos at https://t.co/MBnaKMISbO
Alex Joiner @IFM_Economizt
195 Followers 7K Following Chief Economist at IFM Investors. Aussie macro-focus. Views expressed are my own and not necessarily those of my employer. RTs not necessarily endorsements
Long River Holding @longriverCM
4K Followers 486 Following I don’t buy stories. I buy cash flows, balance sheets, and mispriced assets. | Yes, I am allergic to bubbles. $SIRI $JD $NE $LULU $MOH $PGR $POOL $PDD $FNMA
BenP @BenDomPie
84 Followers 804 Following
Caitlin @delilah7932
178 Followers 307 Following Don't look back as you move forward. Forget your past mistakes. Start a new path.
Noise aka Noise Reduc... @PPDMNNY
626 Followers 5K Following There will always be noise, that’s the nature of the beast. All information is about triangulation. I am not a cat.
Michael Marder @michimarder
322 Followers 1K Following Driver of a Golf. Looking forward to having a driver for golf. Fan @bvb. Founder @resmio. Fondness for digital products. Amarok builder now.
Cluseau Investments @blondesnmoney
73K Followers 1K Following Not Financial Advice Insert extremely corny quote here
Michael | Stock Spotl... @invest091
4K Followers 900 Following Host of the Stock Spotlight podcast. I score businesses on a 33 question checklist, then break down the best ones. Full research below (free to subscribe) ↓
Bang for the Risk Inv... @W_Scott_Griffin
4K Followers 418 Following Husband & father of 3. 30+ year stock investor. Emphasis on companies with high ROIC + durable growth. ‘Heads I win. Tails, I don’t lose too much’ - M. Prabrai
Dwexvu @Dwexvu998
10 Followers 255 Following
alex6423 @alex6423
90 Followers 957 Following Nobody... and I don't care if you're Warren Buffet or if you're Jimmy Buffet. Nobody knows if a stock is gonna go up, down, sideways or in fucking circles.
Thibault L @tibolor1e4
12 Followers 138 Following
Antonino Wilson @commodityloser
68 Followers 1K Following
Dan Brennan @DBclouds99
734 Followers 4K Following
AHTSHAM AHMAD @aahmad1581
192 Followers 2K Following Collector of Best Businesses | Investing in Quality Compounders in stock market & Main St businesses | Teaching you how to Value & Own good business | Curious
Michael Fritzell (Asi... @MikeFritzell
37K Followers 3K Following 16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. PERSONAL OPINION - not investment advice.
Timothy Masvidal @MasvidalTimothy
118 Followers 4K Following
Kunnu Haha @j4bert0
192 Followers 2K Following
taobanker @taobanker
15K Followers 5K Following "All things are poison, and nothing is without poison; the dosage alone makes it so a thing is not a poison." -Paracelsus
Floral Muse @9E85011
7 Followers 113 Following I like reading, and I like traveling to see the beautiful scenery of the world even more.
Gui Muchacho @Gui_Muchacho
110 Followers 2K Following
Florian König 👑 @_FlorianKoanig
32 Followers 303 Following
The Mental Wealth Sum... @Wealth_Summit_
15 Followers 161 Following 📍 National Harbor, MD | May 8–10, 2026 | The premier summit for mental health leaders to amplify impact & connections.
Mary @tuttyl142
86 Followers 328 Following Fashion passes 💅🏻 style remains ✨ | Fashion Business 👗🛍 | Travel addict ✈️| Proud UK|
PerpetualValue @PerpetualValue
5K Followers 203 Following Econometrician and investor. Mostly distressed debt and small caps. Rationality over emotion. Critical about corrupted 'science'. Cui bono? Views are my own.
Fred Liu @HaydenCapital
42K Followers 964 Following Global investor | Lifelong Learner | Understanding The World One Datapoint At A Time | Not Investment Advice - Posts Are An Investing "Scrapbook" For Myself.
Tradlr @Tradlr
248 Followers 1K Following Global Macro & Multi-Asset | Proprietary Quantitative Frameworks | Asymmetric Strategies & Dynamic Allocation
Say No To Trading @SayNoToTrading
23K Followers 197 Following Not a trader, I swear. Just obsessed with capturing lowest cost basis on falling knives, which entails lots of buying and selling. NOT INVESTMENT ADVICE.
Jan Klein Poelhuis @janklp
758 Followers 133 Following CIO at FortyTwo Capital | Marathon Runner | Cyclist
Terton Capital @terton_capital
2K Followers 51 Following Founded by Ryan Albert Global public equities investing with a focus on Asia. Disclaimer: Do your own due diligence/posts aren't financial advice.
Victor Goossens, 1 In... @1Investeerder
1K Followers 2K Following Stockpicker, I invest in companies,not in markets,DYODD. Long term above average returns, usually a large cashposition of 20/24%
Arne Ulland @ArneUlland
14K Followers 821 Following 🇳🇴 Management consultant | Quality Investing & Compounding | Books 📚 Invested a decade+ | «To finish first, you must first finish» |
Francisco Amador | Sl... @SleepwellCap
24K Followers 763 Following PE & VC at @ArqosCapital, a Venezuela-focused fund. Former HF analyst. Having fun & learning at Sleepwell. Infinitely curious. Take your pleasures seriously.
Brett G @brettgardner_10
4K Followers 2K Following
Josh Wolfe @wolfejosh
274K Followers 8K Following co-founder + partner @ Lux Capital | Trustee @SfiScience Santa Fe Inst | Founding Chair @CiPrep (Brooklyn) | Co-Founder of Carson, Quinn & Bodhi w/ @ltwolfe
WBC24 | BNO News @BNOFeed
309K Followers 11K Following Health-related updates. For other news, follow @BNONews and @BNODesk.
smallvalue. @dipinvest
7K Followers 371 Following Learning from folk smarter than me. Investing in small and/or micro-cap. Concentrated portfolio. Tweets are not investment advice.
Rose Celine Investmen... @realroseceline
34K Followers 5K Following Equity investor sharing wisdom. I am not your advisor.🌹
mhumg @MH_uMG
271 Followers 569 Following Willing to discuss p̵l̵a̵n̵t̵s̵ investments. Tweets are not investment advice, DYODD.
Thomas Freisinger @VulkanV
1K Followers 488 Following Vorstand der FREISINGER Holding AG @FreisingerAg 📈 - 😍Aktien & Zertifikate 💸📈 Gase- & Industrieunternehmer 🇦🇹🇩🇪 ♥️@danilovestaxes
Ed Finley–Richardso... @ed_fin
60K Followers 714 Following More shipping → https://t.co/vVOpw8ecoE inquiries: [email protected]
Gregory Brew @gbrew24
61K Followers 4K Following Senior Analyst, Iran and Oil @EurasiaGroup. Formerly @ISSYale. Author of "The Struggle for Iran" and "Petroleum and Progress in Iran." Views my own.
Tobias Damm | Investo... @investobi
2K Followers 278 Following Leidenschaft für Börse | Value Investor | Irgendwann nicht mehr müssen, sondern nur noch wollen |
Maxfield on Banks @MaxfieldOnBanks
24K Followers 301 Following a chronicle of american banking, by john j. maxfield
MillennialRisk, CPA @MillennialRisk
1K Followers 3K Following Finance Professional - Formerly of Soros Fund Management - CPA - All Opinions Expressed Are My Own And Should Not Be Viewed As Investment Advice. 🇮🇱🇺🇸
SouthernValue @SouthernValue95
39K Followers 2K Following Infinitely curious. “Spend each day trying to be a little wiser than you were when you woke up.” - Charlie Munger
Josh Linville @JLinvilleFert
53K Followers 24K Following Vice President of Fertilizer @StoneX_Official, 20+ yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
Jan Olsson @_jan_olsson_
1K Followers 3K Following Building in Physical AI & Robotics | VC Investor @ Extantia | Oxford alum
Massive Moats Researc... @massivemoats
1K Followers 308 Following Research on the world’s strongest companies (NFA). Join 1,500+ investors:
goldenlabubuwatch @pandawatch88
7K Followers 286 Following Investing in China. Fortune cookie purveyor.
Forbes @Forbes
20.3M Followers 5K Following Sign up now for Forbes' free daily newsletter for unmatched insights and exclusive reporting: https://t.co/v3UAa9BzAT
Clark Square Capital @ClarkSquareCap
33K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://t.co/gSuNfoKeyR | https://t.co/4I0vL2hgLj
Dirtcheapstocks @dirtcheapstocks
37K Followers 234 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice. I don't post from any other account on X.
Nick @nicholasp66
7K Followers 442 Following Investor Scouring the Globe for Great Investments Very little is needed to make a happy life it is all within yourself in your way of thinking. Marcus Aurelius
Long River Holding @longriverCM
4K Followers 486 Following I don’t buy stories. I buy cash flows, balance sheets, and mispriced assets. | Yes, I am allergic to bubbles. $SIRI $JD $NE $LULU $MOH $PGR $POOL $PDD $FNMA
Szew @Szew_invest
2K Followers 123 Following Personal opinions on stocks. Not financial advice. Invested via wikifolio & privately.
Mark Cuban @mcuban
8.6M Followers 2K Following Dunking on the pharma industry with @costplusdrugs.com, the lowest prices on meds anywhere. check it out !
Position Journal @PositionJournal
1K Followers 294 Following Mag7 Product leader. Concentrated investment portfolio and evidence-based research. Expertise within Robotics, Fulfillment, Supply Chain & Enterprise products
Bavarian Value @BavarianValue
830 Followers 96 Following The Bavarian Way of Value Investing | Zwei Value Investoren mit 'nem Blog | Aktienanalysen | wikifolio "World Wide Value" by BavarianValue
Nick Nemeth (Misprice... @NickNemo17
33K Followers 2K Following Talking markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto + everything else. Top 50 Finance Substack.
Morgan Housel @morganhousel
709K Followers 853 Following Author of a few books, @collabfund, director at Markel Group. Nice to see you.
Meb Faber @MebFaber
144K Followers 3K Following Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Books: https://t.co/jmbovZnN89 YT: https://t.co/yaJieAst11 Email: mf@cambriainvestments
Cedar Grove Capital M... @cedargrovecm
5K Followers 2 Following Multi-strategy investment fund focused on L/S, M&A Arb, and other Special Situations // CIO @paulcerro // Fund: https://t.co/YgWyrWH6V5 // Reports 🔗 below
Ole @olensrud
3K Followers 791 Following Here so my girlfriend don’t have to hear me go on about how great John Deere is. Not financial advice.
The New York Times @nytimes
53.9M Followers 848 Following We seek the truth and help people understand the world. Not a subscriber? Your first month is now free in our app. https://t.co/e2FWJZOvXD
Federal Reserve @federalreserve
1.6M Followers 26 Following The official Twitter channel of the Board of Governors of the Federal Reserve System. Privacy Policy: http://t.co/pbRRCfwyouYou might like
