José Cordeiro @B1nsights
Joined March 2021-
Tweets2
-
Followers1
-
Following180
-
Likes89
Christian Schmidt @finance_schmi
232 Followers 3K Following 33 - Full-time investor - Deep Value and Special Situations
Matt Warder @mfwarder
14K Followers 2K Following Church of Baseball. Dad. Musician (New Single: https://t.co/LYKBzeiiAj). WV Native. Whiskey stan. #Coal. Energy/M&M/Economics.
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Mariusz Hojda @k0g00t
4K Followers 108 Following 🧊 Rynki Kapitałowe 📊Nieruchomości 🇵🇱🇵🇹 Zapisz się na blog/newsletter 👇 Piszę o inwestycjach, które obserwuje lub posiadam
Adrian Kowollik @AdrianKowollik
4K Followers 713 Following MP of East Value Research | consultant to https://t.co/8eHo0v1Ky9, which complements East Value Research' offering | Private opinions only | No investment advice
S.O.S. @safe_our_souls
3K Followers 315 Following 🇵🇱 The Polish Stock Guy | Follow me for new investment ideas on the Polish Stock Exchange.
Wolf of Harcourt Stre.. @wolfofharcourt
10K Followers 290 Following Understanding the world of investing, one number at a time | Newsletter covering research reports, earnings reviews and transparent portfolio insights
Philip @FilupT
305 Followers 821 Following
mavix @mavix_leon
7K Followers 602 Following Small / Micro Caps & GARP Investing || Searching for Under-Followed-Stocks || No investment advice || https://t.co/551zp3FVuk
Luke Wolgram🔥 (X) @LukeWolgram
8K Followers 713 Following Microcap/Smallcap Generalist Investor. #1 accuracy on Tipranks Top 25 as of 2021. #15 overall. 🇨🇦 $XPEL 20X $LEAT 5X $CELH 2X $SMTI 2X $APR.WA 2X
Antonio Linares @alc2022
20K Followers 186 Following Early $AMD, $TSLA, $PLTR, $SPOT and $HIMS investor. Join 7,500+ deep thinkers. This is my only account.
Christian Schmidt @finance_schmi
232 Followers 3K Following 33 - Full-time investor - Deep Value and Special Situations
Christian Schmidt @finance_schmidt
10K Followers 142 Following 34 - Full-time investor - Deep Value and Special Situations
James The Goat @james_goat53509
2K Followers 74 Following My MD made me make this account @privateinequity
Swaney Group Capital @privateinequity
22K Followers 1K Following Industrials focused private markets firm | We revive nascent manufacturing businesses - Don’t close your plant! | Our Operating System is open source
Anshul Puri @AnshulPuri0
3K Followers 3K Following @AlankritCapital | #TSSS w/ @jcutlersburner Past @MartianPLeague @pineapple_dao
Lion-Cubs | Small-Cap.. @LionCubsFund
4K Followers 385 Following Small-Cap Specialist | Investing/Stocks | Quality | Growth | Value | 100-Bagger Hunter | Fin-x-er | Not Investment Advice.
Andy @evfcfaddict
11K Followers 299 Following In the end, investing is all about valuation. Valuation starts with the correct numbers. I therefore use Koyfin. Get 20% off on Koyfin using the link below ↙️
Made in Japan 🇯�.. @InvestInJapan
5K Followers 626 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.
Pedro Domingos @pmddomingos
79K Followers 166 Following Professor of computer science at UW and author of 'The Master Algorithm' and '2040'. Into machine learning, AI, and anything that makes me curious.
Tim Eriksen @eriksen_tim
10K Followers 156 Following CEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA.
𝗙𝗮𝗶𝗿𝗹�.. @Fairlight_Cap
7K Followers 807 Following Alternative investment management company. Not investment advice. [email protected]
Harris Perlman @OtterMarket
20K Followers 140 Following I don't want advice. I want to know what you're buying today.
Clark Square Capital @ClarkSquareCap
22K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
ToffCap @ToffCap
9K Followers 417 Following Fund manager. Looking at LOTS of companies and sharing ideas | Free Research and Event-Driven ideas at https://t.co/e3LfxHHKsb | No advice, just opinions
Deep Value Situations @DV_Situations
12K Followers 137 Following The name says it all. Not investment advice.
Adam D. Wyden @Adam_Wyden
14K Followers 470 Following
Carlos M @Carlos_MoraM
9K Followers 399 Following Portfolio Management & Analysis of companies | Imperial College MBA | Small Caps | Macro https://t.co/YPrtos0Cp0
Schopenhauer Capital @SchopenhauerCap
3K Followers 961 Following Investor and entrepreneur. I run a holding company + a software company. Tweets are my opinions and not investment advice.
Orsetto @shot_change
2K Followers 144 Following Scarcity, permanence, independence | Disclaimer: I don't know s**t
McKinsey & Company @McKinsey
647K Followers 1K Following Since 1926, the trusted advisor to the world's leading businesses, governments, and institutions. 130+ offices in 65+ countries.
Barron's @barronsonline
329K Followers 37 Following The world's premier investing publication since 1921. For customer support, visit https://t.co/HkyUtq6BNr
UBS Formula 1 @UBSf1
32K Followers 242 Following Dive into the world of Formula 1® together with UBS: A commitment to high performance and success through teamwork. Legal terms: https://t.co/SszBTjZRTN.
Business Breakdowns @bizbreakdowns
17K Followers 59 Following Official account of the Business Breakdowns Podcast. Diving deep into a single business and finding the key lessons for investors and operators. @joincolossus
Felix Wang, CFA @HedgeyeTech
12K Followers 423 Following MD @ Hedgeye; Consumer Tech, China, Hardware, Semis, AI, Software; Not Investment Advice. https://t.co/H7nAmTG4UQ
nicholas slater @patviera
5K Followers 2K Following Merrill Head of Tech Market Making 1986-2003.Disclosable stakes:Csfs(6p),Spsy(17p),Blu(0.10p)Kino(11p) Osi2p,JLH(0.8p)myx(30p) DYOR 5 time Chandos tennis champ
Kreuzmann @Kreuzmann13
7K Followers 450 Following Microcap koncentrovaný investor. Hledám společnosti, které 99% lidí přehlíží a píši o nich na blogu https://t.co/RH2vcAmMT2
junkbondinvestor @junkbondinvest
22K Followers 860 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
Brian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
Planet MicroCap @PlanetMicroCap
2K Followers 75 Following Planet MicroCap's mission is to provide unfettered access to the MicroCap community so that you too can have a seat at the chef’s table.
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers Across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2| 🇺🇸
Puru Saxena @saxena_puru
353K Followers 130 Following Founder of AlphaTarget. Previously, Founder and portfolio manager of money management firms in Hong Kong. My posts aren't investment advice, do your own DD.
IFCM MicroCap @IntelligentCM
8K Followers 5 Following All great companies started as small companies. CIO @iancassel. https://t.co/CL86Hwf2go
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
MicroCapClub @MicroCapClub
41K Followers 127 Following MicroCapClub is a global community of 250+ experienced microcap investors. All great companies started as small companies. We find them first.
Adam Wilk @AKWilk
10K Followers 1K Following Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
Andrew Kuhn @FocusedCompound
43K Followers 1K 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.
Smoak Capital @dsmoak98
16K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
Daniel McIntyre @not_macci
701 Followers 537 Following Investor - nano/microcaps 3679.🇯🇵 3925.🇯🇵 5078.🇯🇵 AAF.🇬🇧 CBOX.🇬🇧 DSW.🇬🇧 DVR.🇦🇺 ECK.🇵🇱 PPE.🇦🇺 SEQ.🇦🇺 SPR.🇵🇱 TVK.🇨🇦
Joining the space right now as a speaker x.com/i/spaces/1bdxy…
The culture in Sweden for creating shareholder value is unlike anywhere else in the world, including the US. So much so that over 40% of my entire portfolio is invested in Swedish businesses. 🇸🇪- Teqnion 🇸🇪- Vitec Software 🇸🇪- Lagercrantz 🇸🇪- HMS Networks 🇸🇪- Lifco 🇸🇪- Lime…
@Investmentideen I can’t hear Tristan, already reopened the space
How to read a 10k like a pro 🧐 Here’s a primer on what metrics professional analysts focus on (using $MA as an example:)
Link Below Bobby Kraft invited me over for a conversation after spotting my thread on the "small cap discovery lifecycle". I am not taking any credits for that framework as I've copied it from Brandon Mackie and Paul Andreola. It's not easy for me to be precise with my…
@GSpier was finally dragged kicking and screaming to Istanbul to join the bargain hunt! No success getting any trades placed … yet!
Warren Buffett is widely considered the most successful investor of all time. But have you ever wondered how exactly Buffett screens for attractive investment ideas? In this thread, I'll share which three criteria Buffett uses to find profitable investments ⬇️
I put together 44 companies (4 from each industry) that provide good insights into the health of suppliers, consumers, businesses and economies via the annual reports, transcripts and company blogs. Not investment advice, just companies worth following for a global perspective.
@TomInvesting Terry Smith does a good job at explaining it at youtube.com/watch?v=GqKcrt…
@MnkeDaniel Here is the updated version of Charlie’s psychology of human misjudgment posted with his permission. fs.blog/great-talks/ps…
Idea generation 💡 Comment any stocks that meet the criteria: • Market cap below $100m • Trades less than 10x EV/EBIT • 3yr FCF per share CAGR >15% Bonus criteria: • Founder-led or family owned • Reduction of share-count over last 3yrs
Europe's highest quality companies ⬇️⬇️⬇️ What would you add? Which would you remove?
Last year, I published a book titled Global Outperformers, where I studied listed companies that returned more than 1,000% in 10 years. There are four parts to our study, and I will share a thread below, sharing somethings our book explores about global equity investing. 1/68
6/ $IFI.WS ($49m AUD Market Cap) Ifirma is a polish accounting software, which primarily targets gig workers and the like with an automated solution that delegates the double entry system to the background, making the user interface very user friendly and dificult to make errors
I’ve combined ALL Howard Marks Memos in 1 PDF. 32 years(!) of brilliant and incredibly insightful writing. Don’t feel overwhelmed. Take your time reading them. These Memos teach so much more than you could ever learn at university… danielmnke.substack.com
My write-up on Mader Group. A growing mining services company listed on the ASX. theconfusedinvestor.substack.com/p/madergroup
📚🧵Charlie Munger is one of the most intelligent men in the investment world. We can all learn a lot from Charlie Munger. Here are Charlie's 100 best investment quotes full of (investment) wisdom ⬇️⬇️
In 1992 (revised in 2009), Tweedy Browne published a paper titled ‘What has worked in investing’ The paper covers over 50 studies of investment approaches associated with exceptional returns. It’s a must-read for all investors, here is the link: grahamanddoddsville.net/wordpress/File…
Trends for United States
You might like
