Compounders @compunders35
Student of great business models that are misunderstood and neglected by the market. No investment advice, views are my own. Joined May 2015-
Tweets760
-
Followers164
-
Following501
-
Likes4K
@calvinfroedge Why crazy? Silver really has a solar issue. 2 chinese producer have managed to meaningfully reduce silver content. One of the already goes into production. If industry follows over next quarters this could reduce demand by 50-60m OZ. Once in balance 50-60USD are realistic
0
0
1
322
0
View Details
@PythiaR Dont earn WACC due to shitty cap allocation
@breadcrumbsre True but DGEO eps revisions and org growth is bad… needs to improve for stock to work… not only AI related
@zephyr_z9 Well deserved shout out to @MaiusPartners. Very much like his Research. If possible, would very much appreciate more insights on the bear points - esp Arashi and CCT
@MaiusPartners Ok thanks but what about Arashi and CCT risks? Very material for NAV… governance solution only temoprary
@cannibalstocks Also revisions were massive… eps almost -50% since mid 2024
@cannibalstocks Not sure 7x is right but much more country risk vs Adyen
@ContrarianCurse Why IDM‘s?… competition is for losers… Just buy aixa, same view, better LT expression
@breadcrumbsre @tk_financial Cataract surgery
@Investmentideen @rja907 But SGN is also lower quality revs… 50% project based with tenders
@evrgn11112231 @BirchCourtCap Why is that? A fungible commodity?
@Investmentideen @rja907 Thanks Paul, is the growth runway of SGN so much better vs TOI?
@PythiaR Yeah almost as good as tobacco… litigation and user churn risk without pricing duration 🔥😂 Def need a new creative name as they pivot to AI hardware
@JerryCap If $CSU just had these high-quality sftw assets… bruh
@JerryCap @NotMarkLeonard So you are pitching the bull case for $ADYEN?
@BucknSF Cuz most of relevant AI products have just or are about to be launched
@Brian_Stoffel_ Technical discussion but what matters is OPM Beat in Q1 and no diltution FY Reminds me of the $GOOG search discussion $NOW seems to be fine
@PythiaR Technical discussion but what matters is OPM Beat in Q1 and no diltution FY Reminds me of the $GOOG search discussion $NOW seems to be fine
Jeremy Raper @puppye_h1
160 Followers 3K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!🙂
Stacey Maki @StaceyMaki2
24 Followers 1K Following
AML Capital @AmlStratcap
121 Followers 2K Following Husband. Father. Surfer. Former D1 Football & Buy Side player.
Kevin Kim @KevinKim0115
241 Followers 1K Following L/S (tiger cub) to LO | @Wharton, Evercore, i hate NYC weather, DM only
Uncomfortable Math @TheMacroMath
255 Followers 3K Following Macro investor. Thematic portfolios. Uncomfortable conclusions. Sovereign debt · AI · Debasement · Crypto https://t.co/AVX33Uiv5S
Iegese @Iegese6825913
205 Followers 7K Following Don’t let anyone dim your light simply because it’s shining in their eyes.
Charlie Jaeger @cvjaeger
140 Followers 2K Following Tweets free of charge. You get what you pay for.
Garden State Advisors @Parkwaylife77
80 Followers 861 Following We manage one guy’s money kinda poorly
Lorenzo Di Mattia @loryd40
32 Followers 139 Following Global macro hedge fund manager @ Sibilla Capital | CFA, CMT | 30 years investing & decoding markets
Vincent Meuleman @VforVariance
1 Followers 65 Following
Vincent Meuleman @MeulemanVi33213
0 Followers 30 Following
Adam Bowler @adampbowler
52 Followers 882 Following
Nya Schimmel @NyaSchimme9570
17 Followers 2K Following
RobertaNathaniei @hSt5oh3X3hwzy1
39 Followers 1K Following
Cameron Cohen @ccohen6410
79 Followers 2K Following
Ryan wilson @allister3108
145 Followers 2K Following
P Jones @ZZZBBB12345
73 Followers 466 Following
Outside View @OutsideView_
2K Followers 928 Following Thoughts and ideas mostly about investing. Thinking out loud, feedback and discussion welcome.
microvoltaire @microvoltaire
110 Followers 2K Following Tweets are not financial or investment advice. Nothing tweeted constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities.
ROIC_KING🇺🇸 @Peetee079920
43 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
FedWatchPro🇺🇸 @Tealeat4386
47 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
renji @brickroad7
10K Followers 10K Following AI Optimist. Empiricist, not 'rationalist'. Anti world government.
Bob Elliot @bobeunlimited_1
798 Followers 460 Following CIO at UnlimitedFnds | PM of $HEND Fmr @Bridgewater | Described as one of the few sane voices on #fintwit| Comments are not investment advice
Anastasia @chiahou2003
68 Followers 2K Following Crypto Enthusiast 💎 | Fashion Designer 👗 | No bots 🤖🚫 | No Porn 🚫
RichSteinStockAnalyst @AnalystRich
212 Followers 605 Following I love stocks and software but not always together
Made in Japan🇯🇵 @InvestInJapan_
71 Followers 769 Following Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️Quality📈Hidden Gems 🔍 Unique mental models🧠 Views my own. Not investment advice.
sayak @Sayak_paul1993
72 Followers 1K Following Always inquisitive and hard working passionate individual investor, market participant. And a banking professional too.
Michael Frazis @michaelfrazis
11K Followers 4K Following Aussie fund manager in tech and healthcare. Rebuilding our entire fund management toolkit and making it public: https://t.co/Jon24cGfDc
Roslyn @RoslynCreedmoor
67 Followers 2K Following
WildHeartSoul @WildHeartSoul
898 Followers 2K Following 🇺🇸Awaken your inner beauty and health with the power of nature 🇺🇸. Let health and beauty become a part of your life, radiating confidence and vitality🇺🇸🏌
Thomas Schulz @ValueTom84
3K Followers 356 Following Posting news about the companies I follow. No investment advice.
78cap @78cap1
388 Followers 7K Following
Ryan T @TrainorRya66186
31 Followers 220 Following
Pepe Invests @pepemoonboy
63K Followers 338 Following I like to talk about stocks, real estate, AI, Bitcoin, and financial freedom. Let’s escape the matrix. Not financial advice.
Stock Talk @stocktalkweekly
393K Followers 926 Following AHEAD OF THE HERD ™ | See our full portfolio and all live entries/exits at https://t.co/FXOPF4rA3I
Daave “3 and 30” ... @institLPGP
5K Followers 576 Following investor at top-3 endowment. do not own the panthers. tyj.
Moody @MoodyWriter13
18K Followers 520 Following
OptimusDelta @OptimusDelta
11K Followers 427 Following 🏴☠️ Foras Admonitio 🫦 Defense - Space - Deep Tech Link to my lil discord server https://t.co/OSrpTXMiwn
Peter Mantas @peter_mantas
9K Followers 907 Following LO biotech and life sciences. Avid soccer fan. DMs open. Nothing is financial advice. Chat: https://t.co/9El5QOyuXg
Gavin @GavMcCracken
19K Followers 686 Following Head of commodities macro + AI PhD + sarcasm. Up +2200x in 6.4 yrs of investing. Posts are speculations - not financial advice.
Kairos @KairosPraxis
5K Followers 436 Following The first rule of investing is to not take yourself too seriously, and actually have fun.
Thomas Mayer @Thomasfvs8k
4K Followers 318 Following Makroökonomie, Unternehmensökonomie, Wirtschaftspolitik sowie Gesellschaft und Finanzen.
CDM Capital @CDMCapital
5K Followers 3K Following ATX/NYC-- Institutional Allocator, former PM and buy-side analyst. Top 50 ranked (60% CAGR) analyst on SumZero. DMs open
Paris Analyst @ParisAnalyst
2K Followers 521 Following An NYC-based PM who wrote an anonymous post while in Paris, and here we are. Searching for inflections.
Maius @MaiusPartners
4K Followers 1K Following Global investing with Asian characteristics. Trade musings here, full write-ups on the website. Always DYOR, not investment advice.
Stockcoach @StockcoachPB
11K Followers 37 Following After 19 years, Stockcoach is back. This is my personal trading log. Not a solicitation to buy or sell. Main account: @PeterBerezinBCA
The Small Pond @TheSmallPond_
11K Followers 170 Following Small and microcaps. No Buffet quotes. Only tweet when I have something to say. None of my tweets are investment advice
Jeff Pu @sssjeffpu
28K Followers 45 Following Tech Enthusiast. 20 years tech equity research + industry. GF Securities Technology Research.
Krugman @krugman87
9K Followers 161 Following Dad of 5 • Dev • Crypto class of 2019 • Candlestick Whisperer • Demystifier of Squiggles • Creator of the #MulletPortfolio • Follower of Christ ✝️
CryptoCondom @crypto_condom
154K Followers 2K Following
Adam @ RepVue @thaAdamLittle
4K Followers 3K Following VP Data and Operations @repvue | Talks about B2B Sales Org KPIs | Enterprise Software / TMT Alternative Data | Attempting to separate 🌾 | Member WPN #GoPack 🐺
J Keynes @JKeynesAlpha
27K Followers 452 Following Not financial advice. Focused on compelling growth opportunities for high-alpha market returns in multiple sectors. Extra research and analysis for subs.
ace $ @acemoney21
4K Followers 840 Following || trader / pm || cross asset / but mainly equities || NYC / TLV || not financial advice / literally ever ||
The Claude Portfolio @theaiportfolios
240K Followers 15 Following *Not affiliated with Anthropic. A public project to see which LLM outperforms the market. $150M invested alongside Grok, Chat, & Claude on @joinautopilot
Marhelm @MarhelmData
26K Followers 192 Following Shipping data, commodities, and trade flow analysis. We provide a data platform, private discord, and weekly report. Made by investors, for investors.
Radigan Carter @radigancarter
22K Followers 15 Following Long-term investor shaped by conflict zones on four continents. I write monthly letters on money, risk, and living well for investors protecting their families.
Josh Linville @JLinvilleFert
52K Followers 23K Following Vice President of Fertilizer @StoneX_Official, 20+ yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
Clark Square Capital @ClarkSquareCap
32K 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
secretlyaninja @secretlyaninja
1K Followers 161 Following Twitting some of my stock trades or ideas in semi-real-time to keep myself accountable. Not investment advice. Do your own due diligence.
OutspokenGeek @OutspokenGeek
4K Followers 28 Following Just an outspoken geek, with a side interest in finance, investing and semiconductors. Not advice. https://t.co/3fzuVDPQrh
David Perlmutter @Muzzlebuster
2K Followers 422 Following Author: 8th Wonder Investment - A Stock Market Compendium. Available on Amazon. https://t.co/vbywxAN34e Nothing I say or post is financial advice. Ever.
Finn Stockinger @FinnStockinger
15K Followers 539 Following Seeking asymmetric edges in quality growth & tech. Thoughts on markets, compounding, and rational investing amid noise. NFA 👇 Follow for clarity, not hype.
Serenity @aleabitoreddit
585K Followers 171 Following I only use X, beware of impersonators. AI/Semi Supply Chain Analyst ex. RISC-V FDN, AI research scientist; now trading unknown bottlenecks.
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.
Lee Roach @leevalueroach
26K Followers 353 Following I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
Kristjan Kullamägi �... @Qullamaggie
173K Followers 72 Following Traded $3K into $100M. Featured in the upcoming Market Wizards book. Live streamed my journey https://t.co/JsLb4klZoM Nowadays mostly lurking.
𝐓𝐗𝐌𝐂 @TXMCtrades
94K Followers 274 Following @alphabetasoup_ -- Relentlessly curious -- I read a lot -- Big mouth -- Student of history -- Bitcoin
Matt Shumer @mattshumer_
368K Followers 2K Following Investor in @GroqInc @Etched @Rork @DaytonaIO @OpenRouter + more. Prev: CEO @HyperWriteAI, @OthersideAI Try: https://t.co/gupFzizHCd Press: [email protected]
Daniel Oliver Jr. @Myrmikan
16K Followers 296 Following
Sandro @cannibalstocks
2K Followers 184 Following Writing on stocks that return all FCF to shareholders. Focus: hated industries.
Andy 🍕🏔️ @bizalmanac
10K Followers 404 Following 👨🏭Getting rich slowly | 🌆 stonks {🧙♂️🏯returns focused mgrs.👨🏭🥦 } 🎨Business & investing |🧘Happiness snob | #BillsMafia | 🐉Chaos is a ladder
Subu Trade @SubuTrade
54K Followers 177 Following Data-driven, multi-strategy trader. Trading large trends, key themes, & smaller opportunities in between.
Financelot @FinanceLancelot
344K Followers 518 Following If you feel like buying me a coffee subscribe ⤴️ I'm only on Twitter X. I'm not on other social media Please do ur own research B4 making investment decisions
Robin Brooks @robin_j_brooks
381K Followers 233 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
Aksel Kibar, CMT @TechCharts
177K Followers 448 Following Chartered Market Technician (CMT) and Classical chart trader. Ex-Fund manager. 📈 ➡️ https://t.co/VSwr0eryIS 📺 ➡️ https://t.co/XFZI3RE8aj
PurpleDrinkCapital @PurpleDrink_LLC
10K Followers 557 Following Founder/CEO/CIO of this account. Financial market commentary, absolutely not a dividend investor
Nicolas Bustamante @nicbstme
24K Followers 562 Following AI for knowledge workers at @Microsoft. Prev: CEO @fintoolx (acq. Microsoft), CEO @doctrine (Acq. Summit Partners)
Tom McClellan @McClellanOsc
148K Followers 286 Following Technical Analyst - Editor of The McClellan Market Report. Trying to figure out stock market physics, and to leave my campsite cleaner than how I found it.
COATUE @coatuemgmt
23K Followers 133 Following Coatue is a technology investment platform powering innovation across all stages. https://t.co/3wGjwI58jt
Shake Pryzby @ShakePryzby1
15K Followers 370 Following @pinpointtrding 2nd Place USIC '24 $1M+. NFA. My TraderLion interview - https://t.co/9dstvGi9BEYou might like
Market Euphoria
@marketeuphoria
2K Followers
Pernas Research
@pernasresearch
15K Followers
Frazier
@Frazier_Cap
2K Followers
Celeritas Research
@CeleritasRe
2K Followers
Rose Capital
@CapitalMeek
289 Followers
TKFinancial
@tk_financial
562 Followers
CatsGame Capital
@CatsgameCapital
270 Followers
Hyperuppercut
@hyper_uppercut
288 Followers
Refrigerator Capital
@RefrigeratorCa2
1K Followers
Tech Punter
@LT_INV
177 Followers
RADI_Allen_34
@34Radi
47 Followers
Darcy
@D_Horda
80 Followers
Galtee Cap
@GalteeCap
287 Followers
jeflonzuckergate
@v3167014
97 Followers
B. Humble
@tom_grlla
299 Followers