Intrinsic Investing @IntrinsicInv
Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9w1BfO. Disclosures: https://t.co/fjmCVIq6D1 intrinsicinvesting.com San Francisco, CA Joined December 2015-
Tweets15K
-
Followers37K
-
Following530
-
Likes13K
Here's the replay of our Q1 client webinar. In addition to discussing the economy and financial markets, we profiled our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. ensemblecapital.com/event/first-qu…
4
1
22
8K
15
Join us today at 1:30pm pacific time for our quarter market and economic update. We'll be profiling our investments in Ferrari $RACE, IDEX $IEX and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday for our quarterly client webinar. We'll be discussing markets and the economy, as well as our portfolio holdings Ferrari $RACE, IDEX $IEX, and Perimeter Solutions $PRM. intrinsicinvesting.com/2024/04/04/ens…
Join us on Monday, 4/8 at 1:30pm pacific time for our quarterly client webinar. We'll be reviewing financial markets and the economy, and discussing our investments in Ferrari $RACE and IDEX $IEX. ensemblecapital.zoom.us/webinar/regist…
Intrinsic Investing retweeted
I keep seeing data that shows mid/small cap businesses are trading at significant discounts to large caps and I get interested. Then I go look at actual mid/small cap businesses and I often get less excited. Most are not great businesses. Any recommendations for quality…
Short and sweet summary of the "Google won't be disrupted" thesis.
Short and sweet summary of the "Google won't be disrupted" thesis.
Intrinsic Investing retweeted
Great l/s fund on the west coast is looking for an analyst (0-3y experience). Preferably some experience on short side but all good if not. DM if interested and I will connect
Intrinsic Investing retweeted
In December we began the Gemini Era, and we’ve continued to make relentless progress since. Today we’re thrilled to introduce the next generation: Gemini 1.5 - hugely enhanced performance, highly efficient architecture & long-context length breakthrough blog.google/technology/ai/…
Of interest to $WSO longs (or shorts if there are any).
Of interest to $WSO longs (or shorts if there are any).
Intrinsic Investing retweeted
Important paper showing the gains to mothers and society from WFH. A 10% increase in WFH is shown to increase mothers employment by 1%. This is particularly true in professions which are more family unfriendly, like finance and marketing. Two implications: 1) WFH is driving…
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Ethan is really one of the very best people to follow on AI. His non-technical discussions are ideal for investors.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
Thoughtful thread on the big drop in $GOOGL on their as expected earnings report.
Intrinsic Investing retweeted
IDEA GENERATION (8/N): INVESTOR LETTERS In addition to regulatory filings like 13Fs, some money managers opt to share their investor letters—also known by a whole lot of different names: shareholder letters, hedge fund letters, letters to investors, letters to shareholders,…
Intrinsic Investing retweeted
@MarceloPLima @atelicinvest Here is Google+SGE's response to one of the questions in @kevinroose's article about Perplexity. How is Perplexity better than this? It's basically the same thing, right?
For fans of Perplexity, what are the key features/advantages it provides that Google Search with SGE does not?
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.
This is the big shift to understand. For much of 2022-23 good growth data just triggered inflation worries. Now we’ve flipped back to “normal.” Powell said strong growth and employment wouldn’t prevent Fed from cutting. They are laser focused on inflation.
Brandon Beylo @marketplunger1
95K 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
ValueStockGeek @ValueStockGeek
82K Followers 3K Following DIY value investor. Blog/podcast: https://t.co/afz9RYcUq6 The weird portfolio: https://t.co/rszz9xXkzZ
Pythia Capital, No Br... @PythiaR
63K Followers 906 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
143K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv... @TSOH_Investing
62K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Idea Hive @ideahive
55K Followers 447 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks. Check out my blog here: https://t.co/ZptZfOvElj
Lawrence Hamtil @lhamtil
36K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Bill Brewster @BillBrewsterTBB
51K Followers 2K Following “You get the bag and fumble it. I get the bag and flip it and tumble it.” Be curious, not judgmental. But also, be judgmental.
modest proposal @modestproposal1
117K Followers 845 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Paul Enright @pmje73
21K Followers 195 Following
Leandro @Invesquotes
52K Followers 874 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Galician Investor Qua... @GaliciaInvestor
59K Followers 214 Following Analista de negocios, aprendiz de Buffett, inversor en calidad. Un análisis en profundidad al mes y seguimiento de mi cartera (16%CAGR 20-25)
Andrew Kuhn @FocusedCompound
45K 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.
Emérito/Numantia Pat... @foso_defensivo
80K Followers 1K Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
Liberty 💚🥃 @LibertyRPF
30K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Chris Mayer @chriswmayer
59K Followers 273 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Bread Crumbs Research @breadcrumbsre
25K Followers 552 Following People-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
KarenArthur @9CBl649f4cX1EZ
2 Followers 319 Following
Loretta Gonzalez @LorettaGo62771
20 Followers 276 Following
IgnaTrader @IgnaTrader
3 Followers 26 Following
zctcyfkjoccx7jb @zctcyfkjoc41579
139 Followers 309 Following
Dibyajyoti Dash @dibyajyoti_dash
240 Followers 541 Following U.S. Stocks Chief Strategist | CFA Charterholder Focus Areas: Tech Stocks (FAANG+), Consumer Retail, Semico
Rob T @RobT03382655702
6 Followers 42 Following
Linus Erhart @ErhartLinus
59 Followers 206 Following
Tech Billion @samtechbillion
1K Followers 2K Following Tech Billion - the art & science of technology investing. This is the official X handle. Visit our website to join the newsletter, we have over 35k subscribers!
YettaRutherford @U0F9gC9pR1252
1 Followers 206 Following
SJR @SJR008
67 Followers 2K Following
Ronald @Ronald130760360
122 Followers 2K Following
ValuWiki - Where Rese... @valuwiki
93 Followers 623 Following Start instantly with SEC filings - no setup required. A purpose-built OneDrive-native research memory for analysts.
BCap21 @b__cap21
168 Followers 3K Following Equity analyst tweeting mostly about high quality companies
Josegfrd @josemgfrd
3 Followers 26 Following
Adeline Tillman @AdelineTil79970
43 Followers 3K Following
Anthony ducharme @Anthony25702
8 Followers 68 Following
PhoebeChilde @Hx575Q3Agth7r4
16 Followers 1K Following
Sampson Farms @FarmsSampson
731 Followers 1K Following
Casper Cummings @CasperCumm85341
94 Followers 4K Following
TMTK TMT @insiderfed
8 Followers 102 Following
風鳴りの森 @845pp3QH09sN0m0
10 Followers 239 Following
Sunny@🇺🇸米国�... @4seasonsreport
917 Followers 338 Following 資産運用実践で億達成｜英語×バリュー株投資｜米国生活×教育×資産形成を発信｜かぶ1000さんに出会い人生激変｜2024に株クラ卒業🧑🎓
Michele Mombelli @Mombelli360
30 Followers 65 Following
A.A @Ahmedalmuhr
182 Followers 463 Following Johns Hopkins alum, admission ambassador & TA | Passed CFA Level2 | Ex-Aramco & Morgan Stanley | Wall Street | World Bank employee!
SBD @S1857043
13 Followers 148 Following
Desert Rose Business @desertroseYT
25 Followers 122 Following Behind every company is a story worth knowing 👀
Buy High Sell Low @HighSell53466
708 Followers 3K Following Where fear has done its damage, we find fertile ground.
fluidideas @fluidideas
123 Followers 448 Following Building small businesses. Thinking in systems. Raising free humans.
Finn Hoops @hoops6193
9 Followers 23 Following
Invest Smart HQ @investsmarthq
290 Followers 2K Following Welcome to Invest Smart HQ! 🚀📈 I’m passionate investor dedicated to helping you navigate the stock market with confidence.
Fundamental Investing... @thefiinstitute
177 Followers 1K Following We offer clear courses and resources for mastering investing basics so you can confidently manage your money and make informed investment decisions.
Juan @jotarose
304 Followers 491 Following
DAVID XAUUSD @davidxauusd
896 Followers 2K Following Professional trader account manager available🤝🏻Profit sharing 50/50 Perfect Accurate Signals
K O @Hhhhgfyy3
51 Followers 13 Following 📊 Private capital growth. 🪙Data over noise. Performance is Intentional.
Harry Patel @HarryPatel027
3 Followers 13 Following
TJeffersonJr @TJefferson97563
21 Followers 116 Following
Archira Tepjitar @ATepjitar58642
3 Followers 10 Following
yzzz213 @yzzz_lol2
20 Followers 166 Following
فہد بشير جن�... @fahadsfb
130 Followers 410 Following بے شک جو لوگ اپنے رب سے بن دیکھے ڈرتے ہیں ان کے لیے بخشش اور بڑا اجر ہے۔
Matias Djurinsky @djurinsky7949
41 Followers 55 Following
CasuarinaCap @CasuarinaCap
25 Followers 128 Following
Adi Patel @AdiPatel339282
2 Followers 27 Following
Brandon Beylo @marketplunger1
95K 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
Jerry Capital @JerryCap
52K Followers 612 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.
Pythia Capital, No Br... @PythiaR
63K Followers 906 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
143K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv... @TSOH_Investing
62K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjen4 https://t.co/vVDDujA0IP
Long Equity @long_equity
66K Followers 376 Following Concentrated Global Quality Growth | Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/O8Xi54ad01
Lawrence Hamtil @lhamtil
36K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Bill Brewster @BillBrewsterTBB
51K Followers 2K Following “You get the bag and fumble it. I get the bag and flip it and tumble it.” Be curious, not judgmental. But also, be judgmental.
modest proposal @modestproposal1
117K Followers 845 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Paul Enright @pmje73
21K Followers 195 Following
Emérito/Numantia Pat... @foso_defensivo
80K Followers 1K Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
Liberty 💚🥃 @LibertyRPF
30K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
Chris Mayer @chriswmayer
59K Followers 273 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Bread Crumbs Research @breadcrumbsre
25K Followers 552 Following People-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
Mike @NonGaap
35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Post M. @Post_Market
96K Followers 3K Following
Brett Caughran @FundamentEdge
45K 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!
Mithridatist @mithridatistcap
869 Followers 276 Following long/short equity, mostly consumer and technology
Diane Swonk @DianeSwonk
50K Followers 652 Following Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 38 yrs experience in financial services & consulting . RTs not endorsements.
Liger Cub @realLigerCub
9K Followers 1K Following Generalist public equities stockpicker. Long-biased, yet opportunistic. Author of Byron Street Research.
Irving Soh @IrvingSoh
1K Followers 655 Following Compounders, Microcaps, Insider Buying. I post writeups on great companies once a month @ https://t.co/bw0pU8DVpu
Ed Z @EdZarenski
4K Followers 956 Following Construction Economic Analyst, 30yr estimator, past runner, dogdad, granddad. PSU. read more at Blog https://t.co/59SmXauUUJ, or https://t.co/J9Xiw7nzFN Ed Z edzarenski
Mark Gurman @markgurman
426K Followers 2K Following Breaking News on Apple & Tech. Bloomberg Managing Editor. @UMSI Board Member. Send secure tips on Signal: markgurman.01 or email [email protected].
Rihard Jarc @RihardJarc
54K Followers 3K Following Tech Investor & writer. I cover in-depth dives and alternative data on tech (here and in my newsletter with over 14k subscribers). Tweets are only opinions.
Daily Chartbook @dailychartbook
32K Followers 401 Following The day's best charts & insights, curated: https://t.co/N9qmOV94DF
Financial Times @FT
6.2M Followers 1K Following Big stories and breaking news as they are published on https://t.co/EYmAcRLBHv. Register here to access free articles: https://t.co/NRg2hritkA
HousingWire @HousingWire
128K Followers 73 Following HousingWire provides unique data and research, respected business journalism and must-attend events for housing leaders.
Plan Maestro @PlanMaestro
25K Followers 1K Following I’ve lived once-in-a-lifetime events way too many times
Parker Ross @Econ_Parker
22K Followers 657 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
Andrej Karpathy @karpathy
1.4M Followers 1K Following Building @EurekaLabsAI. Previously Director of AI @ Tesla, founding team @ OpenAI, CS231n/PhD @ Stanford. I like to train large deep neural nets.
Seth Bannon @sethbannon
33K Followers 673 Following Entrepreneur, investor. Founder of @fiftyyears. Make something civilization needs. Also: https://t.co/xhMPeOCKIN
Nick Bloom @I_Am_NickBloom
20K Followers 669 Following Stanford Economics Professor, research on Working From Home, co-founder of https://t.co/CWq4DqmFvI
Toby Ord @tobyordoxford
26K Followers 154 Following Senior Researcher at Oxford University. Author — The Precipice: Existential Risk and the Future of Humanity.
Reid Hoffman @reidhoffman
778K Followers 672 Following Co-Founder, LinkedIn. Currently using AI to cure cancer faster @manas_co.
Yann LeCun @ylecun
948K Followers 764 Following Professor at NYU. Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
Jeff Dean @JeffDean
365K Followers 6K Following Chief Scientist, Google DeepMind & Google Research. Gemini Lead. Opinions stated here are my own, not those of Google. TensorFlow, MapReduce, Bigtable, ...
Inflection AI @inflectionAI
50K Followers 3 Following We are an AI studio creating a personal AI for everyone. Our first is @pi, a supportive and empathetic conversational AI.
Mustafa Suleyman @mustafasuleyman
167K Followers 487 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMind
rat king 🐀 @MikeIsaac
188K Followers 7K Following NYT tech reporter. tell me stuff at [email protected] or [email protected] / Text my signal username with tips: MikeIsaac.38
Cade Metz @CadeMetz
31K Followers 1K Following New York Times reporter, covering A.I., driverless cars, and other changes: [email protected]. My book, "Genius Makers": https://t.co/TJBqNRKR5Q.
Prolumine @Prolumen
92 Followers 57 Following Once you’ve seen the world in the form of flows, gradients, and complex systems, it’s impossible to go back.
Magnific.ai @Magnific_AI
53K Followers 4 Following The most advanced AI upscaler & enhancer. Magnific can hallucinate and reimagine as many details as you wish (or none) guided by your own prompt and parameters!
Bang for the Risk Inv... @W_Scott_Griffin
3K Followers 396 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
Japan Stock Feed @TeddyOkuyama
9K Followers 483 Following
Made in Japan 🇯�... @InvestInJapan
9K Followers 905 Following Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
Sophia @SophiaKnowledge
3K Followers 2 Following We track countless data points for our own investment purposes. Many we share here, for free, in the spirit of open-source | BETA | Not investment advice
Mikhail Parakhin @MParakhin
22K Followers 21 Following
Jim Fan @DrJimFan
325K Followers 3K Following NVIDIA Director of Robotics & Distinguished Scientist. Co-Lead of GEAR lab. Solving Physical AGI, one motor at a time. Stanford Ph.D. OpenAI's 1st intern.
coloradotravis @coloradotravis
66K Followers 1K Following gone from here, woe to those who remain. find me at bluesky
Mira Murati @miramurati
365K Followers 573 Following Now building @thinkymachines. Previously CTO @OpenAI
Chris Salviati @chris_salviati
2K Followers 366 Following Studying urban economics with a focus on the rental market @ApartmentList. Also riding bikes and walking the dog. That about sums it up.
Dario Perkins @darioperkins
71K Followers 2K Following MD Global Macro @TS_Lombard, macro themes/research/risks, central-bank specialist, started career at HM Treasury in late 90s, ex ABN AMRO, AC Milan fan
OpenAI @OpenAI
4.3M Followers 3 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6Lg202
Timothy B. Lee @binarybits
46K Followers 1K Following Reporting on AI and the future of the economy. Computer science masters degree from Princeton. @arstechnica alum. Subscribe to my AI newsletter!Trends for United States
21,1 B posts
73,8 B posts
47,2 B posts
47,2 B posts
8.344 posts
89,9 B posts
98,4 B posts
14,8 B posts
16,2 B posts
10 B posts
57,2 B posts
17,5 B posts
4.077 posts
28,2 B posts
28,2 B posts
37,2 B posts
1.013 posts
5.788 posts
5.863 posts
You might like
Michael Mauboussin
@mjmauboussin
149K Followers
Fred Liu
@HaydenCapital
39K Followers
MOI Global
@manualofideas
29K Followers
Dan Rasmussen
@verdadcap
45K Followers
John Huber
@JohnHuber72
47K Followers
In Practise
@_inpractise
25K Followers
Chris Mayer
@chriswmayer
59K Followers
Sidecar Investor
@sidecarcap
25K Followers
Laughing Water Capita...
@LaughingH20Cap
19K Followers
Upslope Capital
@UpslopeCapital
25K Followers
Greenhaven Road
@GreenhavenRoad
19K Followers
Andrew Kuhn
@FocusedCompound
45K Followers
Steven Wood
@GWInvestors
15K Followers
Implied Expectations
@LongHillRoadCap
15K Followers
Alex Morris (TSOH Inv...
@TSOH_Investing
62K Followers