FinTwit Substacks @FinTwitSubstack
Sharing FinTwit’s best substacks, blogs and podcasts. DM me if you have a substack you’d like me to share. New York, USA Joined December 2021-
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What was the best book you read in 2022 and the main lesson you took from it?
“Although there are several indications that OPEC+ production has peaked…the most compelling is the sheer lack of investment. OPEC+ countries have been underinvesting in oil production capacity for years” @BisonInterests @Josh_Young_1 bisoninterests.com/content/f/opec…
If you’re looking for gifts this holiday season, here are my suggestions for the books every investor should own. If you’re looking to read and learn, you need books that have stood the test of time. These few will, I believe, still be indispensable decades from now.
“At a minimum, an investment in Airbnb at today’s valuation requires a view on outsized GBV growth beyond $100 billion and / or normalized profit margins in excess of management’s long-term guidance.” @TSOH_Investing thescienceofhitting.com/p/growth-and-p…
“Our identities get wrapped up into the things that we do and eventually, they become the things that we are. The time that we spend doing things define us. Spend that time wisely.” @kylascan kyla.substack.com/p/trust?r=4emk…
Attention valuation fans: we have a new report out today on return on invested capital (ROIC). It updates and extends work from 2014. morganstanley.com/im/publication…
He has Cerebral Palsy and wanted to skate board so his mom created this for him so that he could. Mother Of The Year🌸
“If you are looking at a controlled company, always check to see if they return capital when appropriate. I love to see a company with a track record of paying special dividends or doing tender offers for big chunks of stock.” @IdeaBrunchEmail @natstewart5 ideabrunch.substack.com/p/idea-brunch-…
“Aron diluted existing shareholders so forcefully it bordered on the obscene. By more than quintupling the # of common shares outstanding, AMC raised $3.2bn from financing over the past 10 quarters, but only $965mm remains on the B/S” @DoombergT on $AMC doomberg.substack.com/p/a-very-speci…
“Remember, Elon Musk is 51 years old and a father of 10—not a 12-year-old boy.” @VickiBryanBondA on $TSLA bondangle.substack.com/p/tesla-splits…
“Behavior shifts influence capitalism and commerce and culture. We can do our best to examine these shifts and predict their ripple effects, but ultimately we’ll have to just wait and find out.” @rex_woodbury digitalnative.substack.com/p/10-character…
Charlie Munger is a modern-day polymath and one of the most respected investors of all time. He credits reading 500 pages/day with much of his success—his children even call him a book with legs. Here are 20 of the most transformative books he recommends (to read first):
“The contagion would be purely from a liquidity standpoint, and this is the biggest factor that would make the Fed rotate off the current tightening policy.” @deerpointmacro deerpointmacro.substack.com/p/fed-will-bac…
Strange Case of Dan Loeb and Daniel S. Loeb @kevg1412 cloudvalley.substack.com/p/strange-case…
“This piece allows anyone to absorb all of Gurley’s knowledge bombs in the fraction of the time it took me to do it. I hope this piece brings you as much value as it did to me.” @marketplunger1 on Bill Gurley macro-ops.com/the-bill-gurle…
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
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
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
ElmaJohnny @Nt6858ZZs4403OI
1 Followers 136 Following
Smairez @Smairezu3hFlPn
0 Followers 144 Following
Treenewfr @treenewfr75763
0 Followers 197 Following
DoraJonson @0DjlZHgQeow7fvM
1 Followers 181 Following
Sirla @Sirla635102
1 Followers 160 Following
Raya Aggers @AggersRaya78027
40 Followers 5K Following
Nancy @byrd_tracy9758
2 Followers 738 Following
Galina Herron @GalinaHerr98876
54 Followers 5K Following
Mao Gosz @g_gosz
39 Followers 5K Following
Marcy Sayyed @MarcySayye78000
43 Followers 5K Following
Malwina Domenice @malwi_domen
32 Followers 5K Following
Kirtan Patel @KirtanP71291104
30 Followers 439 Following
Angela @Kethees1469250
88 Followers 796 Following 아주 아름다운 나라예요. 당신 나라의 남자들은 매우 신사적입니다. 당신과 친구하고 싶어요 https://t.co/n4SBM37r0T LiYY1225543
Lasouth @Lasouth290725
203 Followers 5K Following
Julianna Agel @julia_agel
35 Followers 5K Following
Kasi Hession @KaHession
45 Followers 5K Following
Seema Chia @chi_seem
51 Followers 5K Following
Ritesh @rshk82
18 Followers 196 Following
Don Harkey @HarkeyDon
60 Followers 310 Following
Make money easily @H7vjWKPHfzA25g
16 Followers 581 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Datellys @Datellys129684
164 Followers 3K Following
Abi Viswanathan @abivis
183 Followers 2K Following Investing / Advising. Former Tech CFO. Finding joy along the journey and trying to get 1% better everyday. Not investment advice.
Breakfast @Breakfast792026
2 Followers 109 Following Studied crypto I'm in https://t.co/IRQhr9jkJp last year, earned over $2M, achieved financial freedom, This has enabled me to kick-start my global travel plan!
pmath @pmath
199 Followers 2K Following Yep, another Canadian guy. Amateur investor. Dividend plays and emerging tech.
Dr. Ingrid Naiman @Ingrid_Substack
1K Followers 3K Following Medical astrology, Ayurveda. B.A. East-West Center, University of Hawaii, M.A. Ya le University, Honorary doctorates: Copenhagen, 1987, and Sri Lanka, 1995.
Sethes @Sethes285215
53 Followers 1K Following
RamiroG @ramiromg78
93 Followers 538 Following Ing Industrial - Empresario y estudioso del Value Investing para lograr el mayor activo tiempo libre y fan fútbol Boca Juniors
NorwegianInvestor @Cleverinvest1
17 Followers 90 Following 👨🎓 Lawyer and private investor. 💰 Working towards FIRE and financial freedom Want to help people learn how to make their money work for them.
Scott Lacy | Fraction.. @scottlacy4
394 Followers 1K Following Fractional CFO. Partner in Ben Franklin Plumbing Franchise. Here to sharpen skills and add value alongside SMBX community and invest in SMB’s
Daniel Rucci 🔋 @danielrucci
1K Followers 1K Following Science, Technology, Engineering, Investing, Elon, $TSLA, $EOSE, Curiosity, Creativity, Debate. Aspiring stoic.
Thomas @sigtbafg
2 Followers 105 Following
Martin @masanderson22
131 Followers 828 Following
Michael Mahon @MichaelMahon10
3 Followers 38 Following Love life and my my friends and family. Support Save the Amazon, make a difference
Sergio Ceron @SergioCeronG
55 Followers 325 Following
Y Chagani @excelandinspire
8 Followers 153 Following
John Joseph @cjjohn1998
14 Followers 47 Following Financial enthusiast, financial freedom 💪, India Story 🏆
Alexandre Albano @AlbanoAlex33828
10 Followers 27 Following Mathematician, Computer scientist Data science and financial markets enthusiast
Harsh Garg @gargharsh
24 Followers 409 Following
Kris Tarik @okristarik
48 Followers 468 Following
Ash Thaker @ashthaker1
425 Followers 3K Following Husband/Dad/Gooner in the corner of a foreign field. I know little but am always curious. History rhymes. “If you can think—and not make thoughts your aim...”
Maestro Sabina DGI @MrSabinaDGI
826 Followers 338 Following Inversor resultante de mil batallas y no menos errores. Enfocado en la inversión a largo plazo en empresas de alta calidad. Fan #1 del Maestro Joaquín Sabina.
matt c @caety17
60 Followers 489 Following
Brandon Beylo @marketplunger1
73K 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
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
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
Doomberg @DoombergT
252K Followers 1K Following Account no longer active, as explained here: https://t.co/eS3eVGe4jE All other green chickens are impostors. DMs checked infrequently.
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
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
Nassim Nicholas Taleb @nntaleb
1.0M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
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.”
Ian Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
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.
Ryan @Kingofnotathing
381 Followers 790 Following Former equities guy (Wellington/Millennium) | Active Searcher | SMB LP | Decent Human | Currently restructuring companies and my life
Ben Shapiro @benshapiro
6.7M Followers 378 Following Daily Wire co-founder, host of @benshapiroshow, #1 NYT bestselling author, America’s #1 ex-rapper
Jack Poso 🇺🇸 @JackPosobiec
2.5M Followers 986 Following Senior Editor, @HumanEvents. Veteran Navy intel officer. Catholic. Not a fan of communists
Victor Davis Hanson @VDHanson
541K Followers 42 Following Senior Fellow @HooverInst. Classics and military history. Opinions are my own.
John Arnold @JohnArnoldFndtn
78K Followers 388 Following Co-chair of Arnold Ventures. Fighting special interests and status quo bias to build better systems for people.
Volodymyr Zelenskyy /.. @ZelenskyyUa
7.4M Followers 1 Following President of Ukraine / Президент України
Linda Yaccarino @lindayaX
562K Followers 1K Following Driven by industry progress, inspired by provocative leadership, plus don't mind a good pair of shoes or a great @PennStateFball scoreboard either.
Nicola Marasco @holisticnicola
6K Followers 287 Following ⚡️ Holistic Fitness Coach ⚡️ Helping You Reach Peak Physical Form Holistically 💪🏽 •IO•
Hindenburg Research @HindenburgRes
610K Followers 0 Following Popping bubbles as we see them. We express strong opinions. Not investment advice.
Lawrence Lepard, "fix.. @LawrenceLepard
172K Followers 20K Following Investment Manager, Equity Management Associates,LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete. #BTC
AirDNA @airdna
8K Followers 2K Following Trusted insights at every step of your vacation rental journey. #AirDNA Customer Success → @AirDNAcs
Kyla Scanlon @kylascan
168K Followers 918 Following wrote a book called "in this economy?" | (almost) daily economic videos | writing, podcast, and youtube 👻
Aneish Goel @aneish_goel
95 Followers 465 Following SMID public markets software investor. Ex-India growth investing. others: Cricket, Arsenal FC!
HUNTSMAN (Charger 5) .. @maphumanintent
71K Followers 778 Following Expeditionary Capitalist | Make Article 1 Section 8 Great Again | Logistics Is A Map Of Human Intent | @fortisanalysis | Pronouns: Full/Send
Lizzie 💋 @lizzie2wild
114K Followers 13 Following 🔞 18yr old NSFW🔞 I’m a ✨content creator✨💦IT'S FREE NOW 😱🔽
@[email protected].. @AnnMLipton
9K Followers 1K Following Biz & securities prof at Tulane Law. Blogging at https://t.co/HMlf109HSm…. More active at @annmlipton.bsky and @[email protected]
Vicki Bryan’s Bond .. @VickiBryanBondA
4K Followers 3K Following Founder/CEO, Bond Angle. 25+ yrs high yield investment mgmt & research. Ok if "smart" $ doesn't agree. We'll see. @bondangle.bsky @vickibryan_tx on 🧵
Gibson Biddle @gibsonbiddle
29K Followers 3K Following Former Netflix/Chegg VP/CPO. Many virtual talks/workshops. Guest lecturer @INSEAD & Stanford. My free “Ask Gib” Product Newsletter: https://t.co/EM21Ic1Ag4
Rex Woodbury @rex_woodbury
39K Followers 1K Following Building @DaybreakVCP. Prev @IndexVentures. Writing about how technology & people intersect at https://t.co/LMdIBPG4Y8. Investing at Pre-Seed, Seed.
A.J. Button @AJButton2
5K Followers 380 Following Financial writer/journalist. Not financial advice. RTs aren't endorsements. https://t.co/uBk1EaosVS
Mungerisms • Charli.. @CharlieBot
46K Followers 9 Following Quotes by Charlie Munger from his talks and book (Poor Charlie's Almanack) • Bot (Follow for more)
Robert King @robertqking
2K Followers 1K Following Investor | Avid reader | DFW Hoyas Board Member | ex-@Kirkland_Ellis | @YaleSOM @GeorgetownLaw @UTAustin
Brandon Dietz @EquiCompound
2K Followers 524 Following Equity Analyst and Investor. Hunting for exceptional businesses. In-depth research available at https://t.co/EYY5FlJWvd.
Deer Point Macro @deerpointmacro
25K Followers 2K Following Macroeconomics, emerging and developed markets, FX, covered interest rate parity, and cross-currency basis swaps.
Kevin Gee @kevg1412
19K Followers 2K Following “Yukon Ho!” | "The enemy's gate is down." | @speedwell_llc
Bill Gurley @bgurley
666K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscience
Ted Gioia @tedgioia
87K Followers 4K Following Ted Gioia is author of 12 books, including The History of Jazz and Delta Blues. Follow me on Substack at https://t.co/F6G8RrzTIu.
Hudson Labs (formerly.. @HudsonLabs
3K Followers 1K Following AI-powered equity research software. Industry-leading accuracy and reliability. Not advice.
Eclipse Research @EclipseResGroup
98 Followers 105 Following Wading through the golden age of fraud. Not investment advice. https://t.co/lbwT1SabL9
Mokaya @ekmokaya
11K Followers 2K Following /✍🏾 Lead Author @TheTranscript_/ /📈 Founder @MwangoCapital/ /🔬 Researcher @JoinColossus + @bizbreakdowns/
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
Andy Constan @dampedspring
134K Followers 330 Following DampedSpring active macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Founder Collective �.. @fcollective
30K Followers 2K Following Our mission: to be the most aligned VC for founders at seed #ProudInvestor in @Uber, @TheTradeDeskinc @Airtable, @SeatGeek & more. [email protected]
David Frankel @dafrankel
37K Followers 3K Following Partner @fcollective. Lead/Seed @olo, @seatgeek, @pillpack, @coupang ... Co-founder IS @DiDataMEA. Aspire to build most aligned VC for founders
JustValue @justvalue2
5K Followers 484 Following Security analysis, investing news, reports, shareholders' letters and investment thesis. Tweets are never investment advices https://t.co/JX6NBqxzf1
Rich Greenfield, Ligh.. @RichLightShed
53K Followers 4K Following Partner & TMT Analyst LightShed Partners GP LightShed Ventures Media Futurist Websites & Social Links: https://t.co/9u1Ibhj4TO
How to win in Merger Arbitrage? Over the last 7 years, approximately 280+ M&A cases were analyzed and posted on Special Situation Investments. What are the key takeaways? Some thoughts and a detailed checklist below 👇
Patrick Mahomes HEATED on the sidelines during the Chiefs loss 😳 (via @NFLonCBS)
@garyblack00 Really, Gary…?! Getting a lecture on DCF’s from a portfolio manager that has underperformed the market by over 20% (S&P w/divs flat since $FFND inception) is pretty rich.
Got my hands on a virtual reality headset and let me tell you.. This is the most amount of fun I’ve had on a video game in awhile Pure content for 3 minutes straight 😂
@ecommerceshares I imagine that keeping current subscribers also costs money.
Here's the link to today's $ABNB update Thank you to @FrancoOlivera for his help! thescienceofhitting.com/p/airbnb-a-bri…
“At a minimum, an investment in Airbnb at today’s valuation requires a view on outsized GBV growth beyond $100 billion and / or normalized profit margins in excess of management’s long-term guidance.” @TSOH_Investing thescienceofhitting.com/p/growth-and-p…
Attention valuation fans: we have a new report out today on return on invested capital (ROIC). It updates and extends work from 2014. morganstanley.com/im/publication…
@FinTwitSubstack @DoombergT @mtaibbi Interesting
$FUBO $4.45/share... that is $4.45 you have left to sell before it goes to zero.
@FinTwitSubstack Happy to share the latest issue of our new substack. Thanks! elevatorpitches.substack.com/p/elevator-pit…
@FinTwitSubstack @StockJabber @BenClaremon Thanks for sharing @IdeaBrunchEmail!
@FinTwitSubstack @IdeaBrunchEmail @BenClaremon Thanks for sharing this!
I get asked all the time how to break into finance. My top advice: get the finance basics down, and then start a @FinTwitSubstack and start consistently writing. Why?
@FinTwitSubstack Thanks for sharing! Much appreciated. :)
Yesterday In Crypto - March 30, 2022, is out. hodlandshill.substack.com/p/yesterday-in… #yesterdayincrypto @SubstackLinda @FinTwitSubstack
A year ago, at $10 per share, $AMC had a total enterprise value of $11.0B ($4.7B market value + $6.3B in net liabilities, ex-leases). The 2022 EBITDA estimate then was $540M, or 20x next year’s EBITDA. Expensive, but not crazy.
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