Andrew Walker @AndrewRangeley
Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster. Joined October 2015-
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Not sure there's anything like the CVNA stock chart. If you had bought 5 years ago, went into a coma, then woke up today, you'd be up 30% (and slightly trailing the index!) and have no idea what came in the middle....
@daniel3point0 O man can’t wait. But unfortunately have a few more books lined up in front of it
Buffett famously said that an investor with 160 IQ should "sell 30 points" because being too smart can be a liability in the market. If it's inevitable we get 200+ IQ AI, does that mean humans are cooked as investors? Or would Buffett's quote suggest more opportunity?
Don't think I've ever seen an analyst ask "your competitor accused you of being an illegal monopoly; what do you think about that?" on an earnings call before: $SABR $AMADY
Opening of the $GTM call basically the SaaSpacolypse bear case in a nut shell: things were going well to start the year.... but customers pulled back in March as they began to wonder what could be bought versus built. Cutting full year guide
@fabknowledge @IdeaLedger @vikramskr
The scale of $MSTR's capital raise is mind blowing. They were 8% of the equity issuance in 2025 and are 10% of equity issuance so far this year, including 60% (!!!) of preferred equity raised.
Excited to have @stockspinoffss on the podcast this afternoon. We'll be talking $LBTYK. Any questions for Rich?
It's catchy! youtube.com/watch?v=YeGQXq…
There's a song from Crazy Ex-Girlfriend called "We'll Never Have Problems Again"; a toxic on again/off again couple sings about how they'll just ignore their problems and be happy forever Can't stop thinking about that song as the market ignores everything and perma-rips higher
The $GME deck for $EBAY looks like what a college senior trying to pass Finance 301 with a solid C+ would put together
Fully considering moving to SF this week @FokinArtem nytimes.com/2026/05/02/us/…
Spirit was a small airline. But there are those who loved it. To those dedicated customers of Spirit, this one's for you solana:6BBd7J2HyAEWHZBFuHh4dYomypW8cnjRKaeVsrYeAwqL
As $GME tries to pull a "fish that swallowed a whale" with $EBAY, worth remembering that Gamestop's pay package highly incentivizes increase in market cap. Not per share value. Market cap. yetanothervalueblog.com/p/corporate-da…
That's my quant
What’s the heavier lift: 365 lbs on your 67th birthday or telling your colleagues you changed your mind on rate cuts? Chris Waller seems comfortable with both. (He posted this video on his LinkedIn account)
It's kind of crazy that, in a big enough squeeze, the short swing rules serve as a backdoor capital raise for a company $CAR
Inspired by @AndrewRangeley recent series on governance dark arts, I thought I’d write up a potential spring-load with $LXU. Not as much torque given they’re RSUs, but the timing is very fishy nonetheless. Earnings are tomorrow after the close.
"An LLM is like someone who went to school but never worked a day in their life" $SPT thinks the AI risk for their business is overblown; excited to have @pernasresearch on the podcast today to discuss it Any questions for Deiya?
If you spend two minutes dealing with @SeatGeek customer support, you will wish they were publicly traded (and not for good reasons)
Jeremy Raper @puppyeh1
55K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Brandon Beylo @marketplunger1
111K 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
Pythia Cap: Partially... @PythiaR
70K Followers 990 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Special Situation Inv... @SSI_invest
58K Followers 441 Following Event-driven trades and low risk arbitrage opportunities with short term catalysts. Merger Arbitrage Tracker.
Jerry Capital @JerryCap
58K Followers 610 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Bill Brewster @BillBrewsterTBB
52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Dave Waters @alluvialcapital
27K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Yaron Naymark @1MainCapital
34K Followers 648 Following Tweets are informational only, never investment advice.
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu66YG (free 1x/week, podcast, 29,000+ subscribers)
InnocenceCapital.AI (... @InnocenceCapit1
17K 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”.
Michael Fritzell (Asi... @MikeFritzell
34K Followers 3K Following 16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. Personal account.
Andrew Kuhn @FocusedCompound
46K Followers 2K 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.
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGNX / $GFP.TO. Always do your own work.
Yellow Lab Life Capit... @YellowLabLife
28K Followers 1K Following I am not as smart as I sound, so please don't listen to me
Bread Crumbs Research @breadcrumbsre
26K Followers 582 Following People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
Bill @wabuffo
36K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
0xSound @0xSounds
801 Followers 950 Following Trade | @Polymarket Dashboard & Tools Here: https://t.co/i1C3v5L4og Free Automated Predictions
AP @HAMscale
2K Followers 2K Following
Dusty Capone @DustyCapone
2K Followers 3K Following DonDada|Boxing Connoisseur|Real Estate Mogul|Cattleman|WS CHAMP 17/22|✝️|Longhorns|Texans|童顔の暗殺者|🛩️|Mayor of Swarm City
shieva @jaanevar
56 Followers 199 Following
bobek🙏🇺🇦 @lolekinbobek
182 Followers 349 Following Are you always thinking how everyone around you is stupid? Think again, there is a good chance you are the stupid one...
Deepak Garg @hby4pi
9 Followers 35 Following I am a software professional particularly interested in multithreading and C++. I am a fan of Slavoj Zizek and have just moved from no where to left.
Dr. Steve A. Wilson @SteveWilson_01
35 Followers 797 Following Board Certified Emergency orthopedic Surgeon | conflict Surgeon| Father| #Bone #Fracture #Sugery 🇺🇲❤️ 🇺🇸
unmoglich @astanafes
39 Followers 556 Following Equities, tech, wine. Generally at Tokyo, Fes, Astana
naty levy @Naty11111097
7 Followers 26 Following
Aiden Michael Petheri... @aidenpetherick
1 Followers 35 Following
prasad @prasad876446954
4 Followers 179 Following
Alex @user03309082460
0 Followers 301 Following
RG @RedsGaurav
176 Followers 1K Following Keep Learning, Keep Growing.Tweets No financial advice,For information & discussion only. Do your own research. Lived in Asia, Europe & America.
Vinay Yerramsetti @Vinay_Yerr
20 Followers 224 Following Welcome to my digital garden of curiosity! I’ll post my Finance & AI research write-ups, artifacts, book/film reviews, and the occasional shower thought here :)
Coop Bouncer Stacks D... @HunterHenryLuvr
1 Followers 33 Following yea i fucking stack what about it | VPI ‘86 | Pike or fucking die | #VTBEEVMM excluded
Valye @ValyeAI
658 Followers 2K Following Valye AI Research Engine: grounded answers from SEC filings + news. Fast briefs, reports & watchlists. Research-only (not investment advice).
Felix Schliemann @RiskPremium404
2 Followers 68 Following
Eduardo Vasconcellos @Edu_scenius
6 Followers 66 Following
Huida Duan @HuidaDuan777
0 Followers 17 Following
Nick Nemeth (Misprice... @NickNemo17
17K Followers 1K Following Talking markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto + everything else. Top 50 Finance Substack.
Alejandro - Inversió... @alexiudo
20 Followers 117 Following Inversor privado desde 2019, apasionado de las small caps, las situaciones especiales y los negocios en general
LUKE @LukeClearwater
1 Followers 63 Following
Julian Wang @shouldwhatz
6 Followers 154 Following
dayuki @dayuki123
44 Followers 841 Following 京都で大学院生をしていました。闇雲にふぁぼることが多いです。 いいねは賛同や支持を意味するものではありません。 今度はアメリカで大学院生になります。
MG @goe2728
3 Followers 30 Following
Hossam.Shobokshi @ShobokshiHossam
219 Followers 6K Following
metalpig @metalpig_
4 Followers 50 Following
Bruce Li @bli2019
7 Followers 496 Following
Sophanna @sophannacapital
5 Followers 88 Following
Bobby Tate @btatedash
11 Followers 112 Following
Alejandro @BeatingMrMarket
595 Followers 384 Following Inversión丨Finanzas丨Value Investing You must value the business in order to value the stock
Alex Cole @alexcole202
76 Followers 654 Following Individual investor. Ideas freely given (27% CAGR since inception). Proffer buy signals for long term investors, not traders. Opinion, not advice.
Alvee @alvee31
33 Followers 81 Following
Post82383 @post8238352425
39 Followers 616 Following
BSD Stock Pitches @BSDStockPitch
23 Followers 370 Following
Karl P @PKarl2607
139 Followers 4K Following
Stanislav @Stanisl63732541
58 Followers 463 Following
Thortois @Thortois1
3 Followers 99 Following
ST @nobidnoask
4 Followers 109 Following
Fractious Forever @XfractiousX
222 Followers 628 Following
John Kalambayi @JohnKalambglyrj
2 Followers 127 Following Je suis originaire de République Démocratique du Congo, jeune ambitieux et qui se débrouille dans l'entrepreneuriat. En plus chrétien
Lola @Lolae2jy
7 Followers 73 Following
Alex Tong @atongy888
4 Followers 58 Following
Jeremy Raper @puppyeh1
55K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Special Situation Inv... @SSI_invest
58K Followers 441 Following Event-driven trades and low risk arbitrage opportunities with short term catalysts. Merger Arbitrage Tracker.
Jerry Capital @JerryCap
58K Followers 610 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Bill Brewster @BillBrewsterTBB
52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Dave Waters @alluvialcapital
27K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Yaron Naymark @1MainCapital
34K Followers 648 Following Tweets are informational only, never investment advice.
Michael Fritzell (Asi... @MikeFritzell
34K Followers 3K Following 16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. Personal account.
Andrew Kuhn @FocusedCompound
46K Followers 2K 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.
Trevor Scott @TidefallCapital
40K Followers 1K Following No politics, sports or social tweets. Just investing. Tweets are not investment advice.
🥦 Jake Taylor 🎉 @farnamjake1
15K Followers 535 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Tobias Carlisle @Greenbackd
71K Followers 2K Following Founder, https://t.co/rjHtXEyEjy | $ZIG & $DEEP ETFs | Author, Acquirer's Multiple (https://t.co/84Cyi4YgrD)
Deep Sail Capital @DeepSailCapital
57K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected] Shorts & Squeeze Corner: https://shortscorner.substack
Brett Caughran @FundamentEdge
58K Followers 4K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
Francisco Amador – ... @SleepwellCap
24K Followers 748 Following Venezuelan. Public and Private markets investor focused on Music, Consumer, Tech and Leisure. Independent artist & engineer.
Dalius - Special Sits @InvestSpecial
35K Followers 288 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +770% since 2017.
PL Capital Advisors, ... @PLCapitalLLC
482 Followers 71 Following We specialize in identifying and acquiring stakes in undervalued U.S. banks and participate in the long term consolidation of the banking industry.
Pernas Research @pernasresearch
15K Followers 400 Following Ex investment officer of a 3.5B firm | USAF 🇺🇸 | Add your email to https://t.co/0QX5aQAA3E to receive our research | Stock Ideas & Investing
Michael Walrath @michaelpwalrath
182 Followers 326 Following CEO Yext, Ohoopee Match Club, Right Media
Dismissed & Asset-Bac... @DismAssetBkd
834 Followers 581 Following Aims to look under the hood on all “quality” net-nets. In search for coiled springs in decile one. Opinions expressed not recommendations or advice.
One foot hurdle @one_foothurdle
1K Followers 272 Following Looking for 1 foot hurdles. Find most in special situations. Aim to replicate young Buffett & J. Greenblatt in making 50% annual returns. Not investment advice
M1keFromNZ @M1keFromNZ
22 Followers 170 Following
Irenic Capital @IrenicCap
7K Followers 1 Following Irenic Capital invests in public and private markets. Nothing is investment advice or an offer to buy/sell securities. See disclosures: https://t.co/xFeStsTNRQ
ATG Capital Managemen... @ATG_Capital
893 Followers 209 Following Engaged shareholder in the public markets. Managed by Gabi Gliksberg. DMs open
Real Assets Value @RealAssetsValue
4K Followers 1K Following Trying to build wealth and learn something investing in listed real estate
Carriage House Capita... @_CarriageHouse
4 Followers 15 Following Concentrated, long-term, fundamental investing. Visit us at https://t.co/ab8h0V16JS.
Yuval Cohen @CEOCorbus
2K Followers 894 Following I'm the CEO of @CorbusPharma ($CRBP). I'm passionate about inflammatory/fibrotic/metabolic diseases and cancer. These opinions are my own.
SPACuity @SPACuity
4K Followers 410 Following Used to do a lot with SPACs. Now back to doing a lot with SPACs. I also post things to make myself chuckle. If you are amused, it is a nice bonus.
Bioinvestor24 @bioinvestor24
6K Followers 367 Following generalist in biology and medicine. tweets and post for dialogue only and not a financial advice. please do your own DD
$alty @saltadogato
6K Followers 429 Following •L/S HF PM •Value/Healthcare/Credit/Shitcos *Personal Acct/Not Financial Advice/May Have Positions* ⚡️
Joel Cohen @joelmcohen
19K Followers 316 Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj)
Manatee Research @Manateeres
7K Followers 0 Following
Brett Gibbs @OilandGibbs
4K Followers 129 Following @BBGIntelligence Equity Research Analyst covering Renewable Fuels and Refiners. All views are my own.
Guinea Value Investme... @jszhang0912
913 Followers 314 Following
Jeremie Eliahou Ontiv... @JeremieEO
1K Followers 524 Following Tracking hyperscalers, datacenters and energy infrastructure at SemiAnalysis. opinions my own https://t.co/le84JoyVsI
Greenfield Hill Cap @CParyse86296
767 Followers 420 Following Long/Short Portfolio Manager focused on special situation equities and stressed/distressed credit. My tweets are not investment advice.
Catalyst Capital @leveredvalue
1K Followers 1K Following Global special sits professional by day, shitCo & option enthusiast at night. Tweets are my views/reflect positioning not reccs, RT=! endorsement, DYDD and GLTA
Stock Detective @stockreveal
2K Followers 1 Following Busting through your favorite #FinTwit paywalls. Top writeups every week straight to your inbox ⬇️
Mojo @MrMojoRisinX
11K Followers 400 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h @BeWaterltd
Be Water @bewaterltd
2K Followers 1K Following Multiflation • Choice, Not Chance • Not Investment Advice
Anthony @HalvioCapital
3K Followers 332 Following Constantly curious. There are no bad assets, just bad prices.
zezcap @zezcapital
88 Followers 68 Following HF Analyst | Small & Mid Caps | Consumer Specialist | Multi-Baggers Only
Tim @RealTimBeyer
386 Followers 475 Following Passionate value investor, former fund manager of a multi-$B fund, CFA writer, VIC member, MHA board, Clemson dad, UNC, poker, tennis. NOTHING HERE IS ADVICE.
Red Dog Capital @red_dog_capital
3K Followers 1K Following Stocks. Texas Football. Not advice. “The best way to get what you want in life is to deserve what you want. How could it be otherwise?” - Munger
Tom Noyes @noyesclt
9K Followers 202 Following Pymts Geek, Network Theory, Founder/CEO, Advisor/Investor. Former: NASA Engineer, Bank Exec, Oracle, 4 exits. Building teams connecting great people. SDG
Vulpes Bio @Vulpescap
2K Followers 170 Following B.S/PhD in Biology Former analyst at biotech-specialist HF Citizen of Graham and Doddsville VIC member Not investment advice, my opinions only
BioHunter @TheBio_Hunter
12K Followers 635 Following Hunting the risky jungle of biotech in search of opportunity, good science, and measured risk. Seasoned trader, x-sell side, x-founder & entrepreneur
Goose Data (wa/wa) @GooseData
6K Followers 215 Following Biotech visionary. Looking for best drugs with goose data. Retweets mean honking endorsement.
Seedy19 @seedy19tron
20K Followers 1K Following Biotech • sometimes not long enough, sometimes not short enough • Tweets are not investment advice
BioPharmCatalyst @BPharmCatalyst
31K Followers 233 Following FDA catalyst calendar, newsletters, and more. We do not provide investment advice or recommendations. #biotech #stocks
VH Standard Asset Man... @VHStandard
56 Followers 36 Following Investment firm specializing in merger arbitrage, founded in 2023. Disclaimer - https://t.co/ywvHeMD8aA
Repare Therapeutics @RepareRx
1K Followers 3 Following Repare is a leading precision oncology company enabled by our proprietary synthetic lethality approach to the discovery and development of novel therapeutics.
Dogtor🎰📈 @Dogtor01416800
2K Followers 276 Following SEC filings nerd🤓 I track and expose manipulations in pennystocks👀 Skewed Risk/Reward in small caps (mostly biotech)💊 Abandoned low-floaters are my🎯
Eden @EdenRahim
3K Followers 758 Following Biotech Portfolio Manager, Options Strategist, Indie Films & Philosophy ~You cannot have truth in a way you catch it, but that it catches you ~ Kierkegaard
AnotherBioInvestor @AnotherBio
3K Followers 283 Following ShitCo connoisseur | focus on biotech | long form stuff might end up on the stack | Why so serious it´s only money | NFA





















