Private Investment Brief @ThePIBnyc

A specialist newsletter of current case studies in fundamental value investing. Co-founder, @SantangelReview [email protected] for a sample issue privateinvestmentbrief.com New York, NY Joined March 2016

Tweets

7K
Followers

3K
Following

219
Likes

2K

Private Investment Brief @ThePIBnyc

6 years ago

Coty and Kylie, my two obsessions in life, are getting married.

1 1 10 0 0

Private Investment Brief @ThePIBnyc

6 years ago

Thanks!

0 0 0 0 0

pb @LennyIce

6 years ago

@ThePIBnyc Nestle is learning

0 1 2 0 0

Download Image

Gregory Doyle @scottydoyler

6 years ago

@ThePIBnyc Isn't just about every investment blog and podcast now quality ad copy? A lot of it is very high quality.

0 1 2 0 0

Frederik Gieschen @FrederikNeckar

95K Followers 1K Following Writing about life and money.

Gavin Baker @GavinSBaker

185K Followers 5K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U

Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq

Christopher Bloomstra... @ChrisBloomstran

121K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBq

Mike @NonGaap

35K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..

Shortsighted Capital @ShortSightedCap

32K Followers 2K Following I pick stocks.

Owns many apartment buildings w investors. Manages many more for other owners. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️

Moses Kagan @moseskagan

166K Followers 4K Following Owns many apartment buildings w investors. Manages many more for other owners. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️

Post M. @Post_Market

96K Followers 3K Following

Because 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”.

InnocenceCapital.AI (... @InnocenceCapit1

16K Followers 1K Following Because 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”.

3rd gen Oklahoman. Board member $FGNX / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.

Michael Mitchell @IgnoreNarrative

32K Followers 2K Following 3rd gen Oklahoman. Board member $FGNX / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.

Michael Fritzell (Asi... @MikeFritzell

28K Followers 2K Following 15 years in Asian equities. I'm the author of the "Asian Century Stocks" Substack newsletter (https://t.co/SECHidmM9w). Personal account.

In Practise @_inpractise

25K Followers 643 Following A Primary Research platform for long-term fundamental investors.

Bauncey Chillups @PrefShares

15K Followers 2K Following Curious.

1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.

Bill @wabuffo

35K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.

I am a cartoon character. You deserve the returns achieved by mistaking anything here for factual statements or investing advice. DYDD

Crypto @toptickcrypto

🌩️𝖘𝖈𝖍�... @schaudenfraud

9K Followers 3K Following I am a cartoon character. You deserve the returns achieved by mistaking anything here for factual statements or investing advice. DYDD Crypto @toptickcrypto

Amarillo Slim @Amarillo_Slim1

10K Followers 592 Following CIO of L/S TMT Hedge Fund. Inventor of the Ladder Attack. Not investment advice.

Trevor Scott @TidefallCapital

39K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.

I like stocks, leverage, nicotine, open borders, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.

J.D. Banker @DadInvest

21K Followers 3K Following I like stocks, leverage, nicotine, open borders, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.

pb @LennyIce

8K Followers 3K Following whatever you are be a good one

Turtle Bay @turtlebay_io

24K Followers 513 Following Business History l Investment Cases l Financial Data

Marcelo P. Lima @MarceloPLima

25K Followers 4K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw

KittyArabella @fSyV61yW2LP90A

4 Followers 359 Following

Taylor Schmidt @taylorgschmidt

6 Followers 91 Following Investor

InsiderTradesX🇺�... @Ymosa0206

44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis

Xuho @Xuho0142

13 Followers 792 Following

Compounding Girl @CompoundinGirl

24K Followers 489 Following Looking for long-term compounders | Follow for exclusive content

Friends of Eagle Spring Forest. A friends group set up to promote and improve the forest for current and future generations. Website launching late 2024.

Eagle Spring Forest @EagleSpringFore

0 Followers 7K Following Friends of Eagle Spring Forest. A friends group set up to promote and improve the forest for current and future generations. Website launching late 2024.

Park Webster @ParkWebster

223 Followers 2K Following

Vyaan Goyal @GoyalVyaan

167 Followers 1K Following Northeastern

Wirfau @Wirfau311205

16 Followers 1K Following

bala usman @BalaUsman81201

42 Followers 1K Following councillor

Broken Analyst @ZezimaLincoln

86 Followers 315 Following some investment firm

The Black Crow @Snow_the_Crows

18 Followers 219 Following investor | Ideas | Filter | Analyst

Gidado Yahuza @YahuzaGida96736

15 Followers 358 Following

Hewitt Heiserman @HewittHeiserman

1K Followers 636 Following Author, “It’s Earnings That Count." Next book: "Expected Value: How Superinvestors Decide." (Hint: ((PT - SP) x COS) / ((SP - SL) x (1 - COS)) ≥ 3x. 🌲

Deep Value Investing @TheDeepValue

552 Followers 7K Following Deep Value Investing 深度价值投资

John Doe @johndoe1237017

52 Followers 848 Following

Jake Allen @jakeallen3

1K Followers 959 Following Middle Tennessee Re/Max Realtor * Allen Team (top 0.10% all-time sales) * tweet about stocks

Ziv Gil @14Zg

133 Followers 2K Following

Yanis Giavridis @YanisGiavridis

64 Followers 282 Following Investor | Love to challenge consensus. Ex-McK | Yale '25. Helped "the Bloomberg of PE" scale from seed to Series-A. Love to read, play chess & poker.

Progressive Capital @progressive_cap

343 Followers 2K Following

Pacioli AppreciatOR @QoEArchive07

39 Followers 223 Following The Accounting Equation exists to quantify Economic Reality (est.1494)

Valuetrapz1234 @valuetrapz1234

17 Followers 193 Following

Robert Smith @RoboticBot_2022

52 Followers 403 Following

Vinay Goenka @vinay_goenka

239 Followers 2K Following views are personal

Nick Kanefield @realepistemist

51 Followers 281 Following philosophy @brownuniversity; teaching myself to invest

Peter McGuire @PeterMcGuire

30 Followers 980 Following

Ultima Ratio Populi @UPopuli

548 Followers 2K Following Ultima Ratio Populi - the final argument of the People

Dennis Hong @dennisihong

2K Followers 2K Following “Everything we hear is an opinion, not a fact. Everything we see is a perspective, not the truth.”

account @GrokMessi

5 Followers 960 Following

Hung Lykahorse, PhD @jaguarDtype69

250 Followers 3K Following well-hung penguin

Brian Robben @brianjrobben

11K Followers 274 Following Investor. Entrepreneur.

Lemuel Stanton @StantonLem51307

39 Followers 369 Following knickers fan 🖐🏿

Will M @WillM8568069280

17 Followers 111 Following

Min Tawzin Lwin @KhunKhu56160861

18 Followers 1K Following တခုလပ် Bi Mdy No Date

⏳ @premortes

449 Followers 242 Following

Adios Capital @adioscap

175 Followers 1K Following

We've turned 1 purchased at the beginning of 2021 into $198,645 so far with all trades posted. DM me to learn how you can do this with our automated system

Miami @Headwolf123

700 Followers 5K Following We've turned 1 purchased at the beginning of 2021 into $198,645 so far with all trades posted. DM me to learn how you can do this with our automated system

Le Chiffre @LeChiffre212

135 Followers 619 Following

by2coffee @speedyspidy_08

68 Followers 2K Following

Thareef Marzook @ThareefM

160 Followers 626 Following

invest @a32223

198 Followers 3K Following قُل للذي مَلأ التشاؤمُ قلبَه ومضى يُضيِّقُ حولنا الآفاقـا سرُّ السعادةِ حسنُ ظنك بالذي خلق الحياةَ وقسَّم

Shalin S Shah @ShalinSShah

504 Followers 845 Following Startups & Stocks

Max Ohnesorge @maxohnesorge

251 Followers 429 Following

Maxclo @MaximeClo

119 Followers 812 Following

Isvy @isvy

11 Followers 901 Following Hype

RAFFA @snoopraffa

90 Followers 510 Following

charles @arcatawalks

2K Followers 949 Following Thinking slow

mcoon @mitch_cooney

31 Followers 1K Following biotech, boston & big mountain skiing

interation lee @interationlee

392 Followers 8K Following

NickySid @nickysid

159 Followers 3K 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

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

Not selling anything.
Not investment advice.
Personal but public journal.
Arguing with you to spare my family.
DM a mutual friend to unblock.

Jerry Capital @JerryCap

52K Followers 613 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM a mutual friend to unblock.

John_Hempton @John_Hempton

88K Followers 3K Following The second law of thermodynamics is a bitch

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

OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 27,500+ subscribers)

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)

Pink Polo Shorts @PinkPoloShorts

21K Followers 89 Following Actor / Real Estate Investor.

Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9w1BfO. Disclosures: https://t.co/fjmCVIq6D1

Intrinsic Investing @IntrinsicInv

37K Followers 528 Following Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9w1BfO. Disclosures: https://t.co/fjmCVIq6D1

Clifford Asness @CliffordAsness

155K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.

pb @LennyIce

8K Followers 3K Following whatever you are be a good one

Marcelo P. Lima @MarceloPLima

25K Followers 4K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw

AHmAD SeEna @ahmadsina781

84 Followers 1K Following

J Sanderson @siriusfund

64 Followers 354 Following My superpower: The ability to acknowledge that I could be wrong.

Svante Jonasson @SvteJ

11 Followers 605 Following

Steve Mozinski @autzens12thman

25 Followers 317 Following

☕️ @biofeed

963 Followers 6K Following first I was too smart then I was too dumb

Park Avenue @dark_valuation

450 Followers 5K Following

Tom Mangum @Tom_Mangum

47 Followers 1K Following

Greg @nwmang

18 Followers 587 Following

AI future @ai_neuralfind

209 Followers 2K Following

Vega Alpha Omega @coloradogains

120 Followers 2K Following Stocks

Professor Hayes @Griffavelli

135 Followers 3K Following

Arun @ayushneha

18 Followers 244 Following A BFSI professional with 20+ years of experience.

Enis Taner @EnisTaner

5K Followers 747 Following Modern-day Merchant. Boomer Sooner and Cim Bom

Arindum Dutta @adutta27

5 Followers 536 Following

Michael J Cricenti @mcricenti

131 Followers 6K Following

john forde @greyfordee

11 Followers 346 Following

Vadim Perelman 🎗�... @vperelman

3K Followers 868 Following 🇮🇱

HYCHawk @JeanFau0

141 Followers 423 Following European Value investor - FR & ENG

Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.

Steads @winsteadscap

6K Followers 505 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.

0xA8a7HUr @0xA8a7HUr

20 Followers 3K Following "The whole world is an enigma, a harmless enigma that is made terrible by our own mad attempt to interpret it as though it had an underlying truth."

Jules Legein @JulesLeg

149 Followers 2K Following

GLP @ Bloomhaven Capi... @glpone1

140 Followers 2K Following Playing Long-Term games of Wealth/Health/Relationships with Long-Term people.

SS @SSCapital13

1K Followers 400 Following Corp dev formerly PE

Stu Rogers 💡 @StuartRogers

114 Followers 1K Following Co-founder and CEO, Spread

_Andrey @shakey_knees

131 Followers 919 Following Following $XX.V $ACTG $PNP.TO $DR.TO $RX.V $MDP.TO $ISDR $BRE.TO $VLN.TO $CSU.TO $SRTS $ISV.TO $EMBC

Kevin Gorman @Kev__ing

82 Followers 927 Following

nick @nlongcroft

117 Followers 1K Following OwnYou in the making. Set yourself free. Own You.

Ahmad R Mahfooz @ARMahfooz

241 Followers 2K Following Ph.D Research & Development, Software Engineer/System Analyst

shaleen patel @shaleenpatel

66 Followers 440 Following

Ian Dominguez @iandominguez

298 Followers 1K Following Cannabis, data, and technology

Curious Investor @curiousinvesto1

24 Followers 613 Following

Darius17t @darius17t

86 Followers 2K Following I’m really bad at this

Bonesaw Mcgraw @bonesawcap

39 Followers 597 Following

JC Gonzalez Luna @JCGonzalezLuna

183 Followers 1K Following Main interests in tweeter are Mexican affairs and financial markets

Michael Griffith @_mgriffith

110 Followers 395 Following

throwaway4682 @throaway4682

63 Followers 5K Following Tech l/s

Matt Libel @mattlibel

104 Followers 733 Following Investing for E&Fs

Joe Krumholz @KrumMan

172 Followers 1K Following

nkap @npkapz

64 Followers 430 Following

Lukasz @lthieme

63 Followers 2K Following

lamont1989763): @kitsune_1658

83 Followers 2K Following

Michael Bean @MDBean2

30 Followers 210 Following

Cheese Curd Capital @SCONNIEJH

168 Followers 5K Following Lethargy bordering on sloth

lakshman anaparthy @A_Lakshman

60 Followers 387 Following Markets.

Mechanical/Software Engineer specialising in Data analytics, Machine Learning and practical solutions for the resources sector.

BMTaylorBNE @bmTaylorBNE

21 Followers 327 Following Mechanical/Software Engineer specialising in Data analytics, Machine Learning and practical solutions for the resources sector.