Value Investor passionate about logically and creatively dissecting businesses to identify the source and sustainability of competitive advantagescuttlebuttinvestor.com San Francisco Bay Area, CAJoined January 2018
This is incredible. Tim Friede deserves some major honor for his contributions to humanity.
“Friede, 57, was bitten by more than 16 different species and said he went into anaphylactic shock a dozen times.”
“Now, his blood has been used to create a prototype for a universal…
Some years back, I was trying to decide whether Facebook/Meta or Google/Alphabet’s business was more durable as an investment.
I ultimately came to the conclusion that search was more durable than social media. Being the yellow pages of the internet seemed like a prime…
Some years back, I was trying to decide whether Facebook/Meta or Google/Alphabet’s business was more durable as an investment.
I ultimately came to the conclusion that search was more durable than social media. Being the yellow pages of the internet seemed like a prime…
Anyone figure out the handbook that Buffett was reading to discover the Japanese companies he invested in?
Sounded like the S&P 500 manuals of yore but the Japan edition (except in English I presume). He said the print was too small for him to read now. Second question of…
Microsoft co-pilot and generative AI is pretty cool but can Microsoft just figure out a way to not screw up my bullet formatting when I paste between Word and Powerpoint.
95K Followers 2K FollowingWriter | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
143K Followers 3K FollowingEquity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
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.
36K Followers 2K FollowingBusiness collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
30K Followers 1K FollowingOSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
45K Followers 1K FollowingFocused 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.
55K Followers 446 FollowingSharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Check out my blog here: https://t.co/ZptZfOvElj
59K Followers 273 FollowingPortfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al.
Disclosure: https://t.co/aqMvGMUdGT
16K Followers 1K FollowingBecause I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
14K Followers 513 FollowingValue: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
52K Followers 611 FollowingNot selling anything.
Not investment advice.
Personal but public journal.
Arguing with you to spare my family.
DM a mutual friend to unblock.
143K Followers 3K FollowingEquity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
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.
36K Followers 2K FollowingBusiness collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
30K Followers 1K FollowingOSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)
45K Followers 1K FollowingFocused 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.
117K Followers 845 FollowingI shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.
https://t.co/NuC25VaSff
55K Followers 446 FollowingSharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Check out my blog here: https://t.co/ZptZfOvElj
104K Followers 551 FollowingI work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of businesses like Kymeta.
59K Followers 273 FollowingPortfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al.
Disclosure: https://t.co/aqMvGMUdGT
73K Followers 137 FollowingEvery company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them.
Hosted by @gilbert and @djrosent.
2K Followers 431 Following💰 Helping Solo Business Owners and High W-2 Earners Plan/Save on Taxes ⭐️ Ex-Financial Advisor 👨🎓 Free Course with 12 Tax Saving Strategies⬇
9K Followers 201 FollowingI love supporting passionate investors 😍.
👉🏻 Discover my community https://t.co/FDStPMaNWH
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24K Followers 139 FollowingContra Costa Fire is an all-hazards, full-service district with over 670 firefighters & professional staff and 37 fire stations across 582 sq miles.
16K Followers 3K FollowingOfficial Twitter account for the Walnut Creek Police Department. Tweets not monitored 24/7. Please call 911 to report an emergency. RTs are not endorsements/
7K Followers 2K FollowingMom & Pop Real Estate Guy, @missionguitars and @balboabrewing owner, #shitco hot takes, baseball enjoyer, fintwit’s authority on 80’s thrash metal
357K Followers 362 FollowingHolger Zschäpitz is market maniac @Welt and Author of 'Schulden ohne Sühne?' a book on states' addiction to debt. Pics: https://t.co/0T7FGGZvLQ
13K Followers 767 FollowingInvesting/stocks. Ex. HF seeking ideas, contacts & capital. Research Substack on link below; DM is open there. Not advice. I may be long/short names mentioned
2.3M Followers 314 FollowingMP for Richmond and Northallerton. Former Prime Minister of the United Kingdom 🇬🇧
Promoted by Sam Gibbs at Omega Business Village, Northallerton DL6 2NJ.
220 Followers 98 FollowingWelcome to the Official page of Walnut Heights Elementary School. Follow us for news and celebrations of our great school! #WCSDHeroes @WalnutCreekSD
45K Followers 4K FollowingCompleted my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU.
Now building an exceptional analyst training firm.
DMs open!