Jay Siegel @JSiegel88
Fighting midwit tendencies daily On here for stories -- Corp DNA, the Deciders + their decision quality. Don't care what you think of Powell or Yellen . World of my own making Joined June 2010-
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Followers3K
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Following985
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Likes32K
Jay Siegel retweeted
I had an amazing conversation with the GOAT @EightTrack180. We discussed how he built a $100M+ portfolio and explored two case studies, $THEON.AS and $NREST.ST. 🎧 Spotify: creators.spotify.com/pod/profile/va… 📺 YouTube: youtu.be/UPwAGQ2dgIM
Jay Siegel retweeted
Not sure there's anything to quibble with at Philip Morris other than travel & arrive. Sales & gross profit up in all regions. Even in supposedly dinosaur combustibles, sales up & gross profit +5%. Big tobacco leaves most of staples in shade. $PM $BTI $MO $XLP $KO
Jay Siegel retweeted
Those three flew that rocket to the Moon, and with Mike orbiting, Neil and Buzz walked on the surface 56 years ago today. One of the greatest achievements in all of history, it still inspires the world.
Jay Siegel retweeted
To the people who hacked my IG
Jay Siegel retweeted
My favorite edits: - changed “a people” to “one people” - changed “We hold these truths to be sacred and undeniable” to “We hold these truths to be self-evident” Also, further down in the full draft, the word “subjects” is crossed out and changed to “citizens” Just beautiful
My favorite edits: - changed “a people” to “one people” - changed “We hold these truths to be sacred and undeniable” to “We hold these truths to be self-evident” Also, further down in the full draft, the word “subjects” is crossed out and changed to “citizens” Just beautiful
Fascinating 👇👇
Jay Siegel retweeted
Pentium. Powerbook. Azure. Vercel. CapCut. BlackBerry. Sonos. Swiffer. Febreze. Impossible Burger. Subaru Outback. One company named them all. Over 40 years, @LexiconBranding has named nearly 4,000 brands and companies, employing 250+ linguists and pioneering the art and…
Jay Siegel retweeted
Catch the latest episode of We Study Billionaires, where Kyle Grieve @IrrationalMrkts chats with Ian Cassel @iancassel about what separates good, great, and GOAT investors by breaking down the five core skills of stock picking. Tune in: tinyurl.com/4fjsjzz3
My book review for "The Alpha Masters" by @WallStManeet - - interviews w/ @boazweinstein , @BillAckman , @DanielSLoeb1 , @RealJimChanos et al
"there is no rewind button on belief"
Jay Siegel retweeted
NEW EPISODE: “Amazon is trying to build an empire and Shopify is arming the rebels." -Tobias Lütke, Shopify
Jay Siegel retweeted
🟡 NEW: New York City’s business community — stunned by the apparent primary victory of socialist Zohran Mamdani and fearing a leftward shift in America’s biggest city — appears to be abandoning its grudging support for former Governor Andrew Cuomo and organizing more desperately…
2012, AMZN.
Jay Siegel retweeted
“Being early is indistinguishable from being wrong.” Greek banks looked uninvestable for years. Now they’re among Europe’s best performers. This week in Net Interest: The long road back from crisis
Jay Siegel retweeted
So Visa $V and Mastercard $MA are zeroes because of *checks notes* stable coins that $AMZN and $WMT are considering issuing. From a consumer standpoint, stable coins function as a debit card (with far less protection) where you’d need to buy the coin upfront and then use it…
Jay Siegel retweeted
After Archegos went down, Credit Suisse’s board tasked the consulting firm Paul Weiss, Rifkind, Wharton & Garrison with performing a postmortem analysis. The final report (from 2021) reads like a novel. It has not aged. It should be turned into a movie. ubs.com/global/en/inve…
Jay Siegel retweeted
experimenting w short 5-7 minute notebooklm-generated conversations based on my write-ups and making them freely available on the scuttleblurb podcast feed apple: podcasts.apple.com/us/podcast/scu… spotify: open.spotify.com/show/1x3D8ds8a…
Jay Siegel retweeted
Read this ⬇️
Jay Siegel retweeted
Wild story: a quality manager who warned about the shoddy construction of Boeing 787 Dreamliner planes was particularly concerned about the ones sent to Air India around a decade ago. That's when the Air India jet that crashed today was sent. From @moetkacik:
Lawrence Hamtil @lhamtil
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NasdaqWhispers🇺�... @Kener6970054
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AMARAL Capital @AmaralPartners
272 Followers 295 Following "Project Easter" was a fraud. Round-tripping, Manolete & Malta. “Project Picasso” also a fraud. Aldag stole from Guilford, now he’s stealing from YOU.
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Alex Bossert @alexbossert
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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
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InnocenceCapital.AI (... @InnocenceCapit1
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buyhighsellhigher @ebitdaddy90
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Bread Crumbs Research @breadcrumbsre
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internet hall of fame @InternetH0F
4.0M Followers 412 Following the internet just wouldn't be the same without these iconic posts. credit ≠ endorsement
Hiroo Onoda @onodacapital1
2K Followers 571 Following Lieutenant Onoda but for the War on Grifters. Former @onodacapital before i offended Elmo
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1K Followers 1K Following Lexicon has spent the past three decades creating memorable brand names with market impact. Our work: Dasani, Swiffer, Sonos, Impossible Foods, and Pentium.
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Brad Setser @Brad_Setser
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ForMMer @Noah_G_TRD
405 Followers 235 Following Former Market Maker but doing my own thing at the moment. In the rare case that I post anything it is NOT FINANCIAL ADVICE. NOAH~@!
Jens Nordvig @jnordvig
68K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
Cluseau Investments @blondesnmoney
46K Followers 1K Following Not Financial Advice Insert extremely corny quote here
Rohan Goswami @rogoswami
2K Followers 289 Following Business reporter @Semafor. Formerly @CNBC. Proud @tulane alum. [email protected] / DM for signal
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5K Followers 1K Following Bah weep granah weep ninni bong. Nothing I say here is advice or a recommendation. All views are solely my own. https://t.co/MYESZ7ZY49
Greg Speicher @Greg_Speicher
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