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If you are interested in leveraged finance, restructuring banking or credit investing, this thread is for you A few gems from an old Bear Stearns Leveraged Finance handbook (part 3) 🧵 1/ How to calculate RCF balance and interest expense
TRAITS OF A GOOD ANALYST (1/2) Over the past several years I’ve had 6 analysts who at some point reported me, and have interacted with countless more. These are the traits I’ve found to be most correlated with long term success. They probably aren’t what you think. A 🧵 What I…
Struggling to ramp up on new sectors? 🔍 Here’s how top investors build conviction fast—by reading the right things. A thread on how my investing & sector reading list helps you speed up sector mastery and build your own stock-picking process 🧵👇
Stanley Druckenmiller — one of the macro GOATs, with perhaps the greatest investment track record of our time — states that what he learned from Soros (his mentor) was that position sizing is three-quarters of the game. Yes, the edge is important, but more crucial is the way you…
Stanley Druckenmiller — one of the macro GOATs, with perhaps the greatest investment track record of our time — states that what he learned from Soros (his mentor) was that position sizing is three-quarters of the game. Yes, the edge is important, but more crucial is the way you…
This is very much worth reading, specially the second point.
This is very much worth reading, specially the second point.
Inventory Turnover Ratio: A Complete Guide How to calculate and use inventory turnover ratio for stock analysis. Learn by examples of real-life companies showing good and bad inventory turnover ratio drvijaymalik.com/inventory-turn… .
15 THINGS I LEARNED IN INVESTMENT BANKING: Lots of bankers here ask me questions. Thought I'd make a thread on everything I learned on how to navigate banking as a junior 🧵
How to do Business Analysis of Tea Producers - Dr Vijay Malik Tea industry faces agro-climatic risks and fluctuating profits. High labour costs & government influence add challenges. However, large producers with diversified operations hold advantages drvijaymalik.com/tea/ .
NEW FROM US: Whistleblower Documents Reveal SEBI’s Chairperson Had Stake In Obscure Offshore Entities Used In Adani Money Siphoning Scandal hindenburgresearch.com/sebi-chairpers…
Finding Self Sustainable Growth Rate (SSGR): a measure of Inherent Growth Potential of a Company Simple steps to know the self sustainable growth rate (SSGR) that a company can achieve using only its business profits without additional debt or equity. drvijaymalik.com/self-sustainab… .
Michael Mauboussin Index 150+ Research Reports 50+ Articles, Presentations & Transcripts 50+ Videos 30+ Podcasts 600+ Books docs.google.com/spreadsheets/d…
Impact of Politics on Valuations • Need to distinguish between the impact of politics on business values vs stock market values • Factors that affect business values are far less than those that affect stock market valuations • For example, emotions and sentiments have no…
From the 60,000 public companies worldwide 72 match Buffett's MOAT criteria Only 4 are from the US! A breakdown ⬇️🧵 Get the list at the end of this thread
I started writing this article a year ago and finished it this week. Warren Buffett's Superinvestors article is just as applicable to microcap as the 1940's/50's Graham & Dodd camp of value investing. Microcap is where greatness begins. microcapclub.com/the-superinves…
Arden Greenholt @greenholt24756
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ShortSqueezePro🇺�... @Oofwoowep64734
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Tom Basso @Profbassotom
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NeuralNetAlpha🇺�... @Ableaugal55927
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Symmetry @SymmetryInvest2
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Harry Hoss @snipertrader221
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Stalwart Advisors @Stalwartsadvise
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Fund_GM @Fund_CDM
1K Followers 400 Following The behavior of the individual matters more than the behavior of stocks. The meta‑game: the decisions behind the decisions. How do you evaluate the evaluator?
Teddy “Trican-Jesus... @TeddyGambino
5K Followers 101 Following 22yr Wall St sell-side trader/Intl Equity-FX, +30yrs investor, diagnosed sociopath, retired since 2016, “I am the alpha and the omega, I am TJ”…Lord of $DXY
Mark the financier @financiermark
2K Followers 468 Following Tracking global flows, sentiment & liquidity shifts. Macro-driven equity investor | Sharing real-time personal thesis.
Jostein Hauge @haugejostein
34K Followers 2K Following Political economist • Assistant Professor at Cambridge • Book: The Future of the Factory • Newsletter: https://t.co/4dDr0blbyn • Email: [email protected]
StockScans By SOIC @stockscansin
9K Followers 9 Following Your ultimate tool for filtering stocks with techno funda criterias. From the house of SOIC. 🪙 Nothing should be considered as investment advice.
economics_for_upsc @Economics_Upsc
4K Followers 46 Following I'm an Economics Graduate from Hindu College and post graduate from Delhi School of Economics. Here to make Economics (GS portion) simpler for you guys!
camilo @curiouscamilo
6K Followers 376 Following building a hedge fund to provide LPs with alpha exposure in prediction markets
Gregory Blotnick @gregoryblotnick
4K Followers 73 Following c'est la guerre. prev @citadel @schonfeld @columbia_biz /// "Man cannot remake himself without suffering, for he is both the marble and the sculptor."
Swapna Kumar Panda @swapnakpanda
213K Followers 198 Following | Tech Writer, Educator | Python, Java, JavaScript, SQL | DSA, Development | Free Resources, AI Tools | Other Version: @therealswapna | Building @JabardastDEV |
Yacine Mahdid @yacinelearning
12K Followers 737 Following (neuro/ai) I make technical deep learning tutorials 👺
Dr Kareem Carr, Stati... @kareem_carr
172K Followers 350 Following Statistician. PhD @Harvard • Follow me for fun, nerdy content • Author of the Vital Statistics newsletter (link in bio)
alz @alz_zyd_
30K Followers 16K Following pfp by @ShizzyAizawa. Inventor of the John Von Neumann hypothesis for LLM scaling limits
Niraj Shah @_nirajshah
91K Followers 430 Following Executive Editor @NDTVProfitIndia. Associated with Anjeze, an NGO helping cancer patients - https://t.co/JlrFqWNCmx
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4K Followers 496 Following Markets - Investment - Venture Capital - Banking & Capital Market Systems - Management Consulting - Right of centre
TaxBuddy.com @TaxBuddy1
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Schroders US @SchrodersUS
12K Followers 806 Following Investment manager w/ 200+ yrs experience. How we direct capital could shape returns & impact the 🌎 Disclosures: https://t.co/e9zJ9gSOO9
RJ @ravijain88
21K Followers 1K Following #BUIDL @blostem_fintech , Visionary , Strategist- Catch trends/ Inflexion points across assets class , Personal Finance Expert #Stocks #finwit #Entrepreneur
One Man LBO @OneManLBO
4K Followers 216 Following Former investment banker | 10Y at value hedge fund | next: self-funded search for SMB (Mountain West). Posts opinions, not advice.
Dani Rodrik @rodrikdani
188K Followers 608 Following Economist at Harvard Kennedy School. All views expressed are personal.
Michael Thrower Chowd... @BevansAdvocate
26K Followers 736 Following he/him | Australian economist living in Sydney | Views expressed are my own | https://t.co/BNSDfrTpvz | https://t.co/DxkGSmolRp
Special Sits Capital ... @SpecSitsCapMgmt
3K Followers 439 Following Opinions are my own, not investment advice.
Christian Ryther @CurreenCR
6K Followers 566 Following Ultramarathoner/Value Investor seeks high returns on capital, great mgmt, 5+ upside/downside. Partial to special sits and smallcaps globally. LMK...
Colin King @valuedontlie
12K Followers 845 Following All value. No advice | Stock Newsletter https://t.co/9pEi00XIOe | Profit tools @profitmastery | HoldCo https://t.co/SMAxPD6QVx
MDC @ClarkinM
7K Followers 1K Following CLOs by day, moonlight as a special sits/event-driven investor by night over at Clark Street Value
Andrew Walker @AndrewRangeley
36K Followers 824 Following Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.
Asif Suria @AsifSuria
12K Followers 6K Following Founder of @InsideArbitrage Co-host of The Special Situations Report podcast
𝐄𝐟𝐟𝐢𝐜�... @EffMktHype
44K Followers 1K Following Macro musings not financial advice. If bonds are my bread & butter, stocks & fx are the ice cream. Everyone loves ice-cream bread once they try it.
Aarati Krishnan @AaratiKrishnan
22K Followers 585 Following Track macros and markets, investing since late 90s. Write data-based analysis and opinion, and articles on investing. Business Line/PrimeInvestor
Rohit Chauhan @rohitchauhan
60K Followers 9 Following Investment manager | Writing on investing and markets since 2005 | Blog: https://t.co/ISPBaFgx44
Assaad Razzouk @AssaadRazzouk
156K Followers 16K Following Book: Saving the Planet Without the Bull, https://t.co/Rl65Jl0ep1. Podcast: Angry Clean Energy Guy. Climate and CleanEnergy from the front lines
InvestIn10 @invest_in_10
2K Followers 7 Following InvestIn10 is a mirror of my personal Portfolio - No recommendations! Not SEBI regd! Telegram link: https://t.co/22mpa57ND4
Bucket Shop Capital @bucketshopcap
22K Followers 1K Following Private investor. Former allocator and buyside TMT analyst.
Dave Jones @CleanPowerDave
17K Followers 3K Following Co-founder @Ember_Energy💚 Chief analyst tracking global electricity transition👍 Electricity analyst since 2000, still learning🤓
Cameron Stow @camerontstow
4K Followers 2K Following Leading social media @perplexity_ai @perplexitycomet | Husband & dad | Always curious | prev @molecule_dao
Zen Nivesh @ZenNivesh
6K Followers 179 Following Investment Advisory (SEBI RIA: INA000020323) and ZNIC at https://t.co/9XkRDutmQt Blogs at https://t.co/KCIOpkyPpC
Commodity Insights Oi... @SPGCIOil
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Blueprintsmb @blueprintsmb22
12K Followers 487 Following Ex Wall Street / current owner of small manufacturing business via ETA. Trying to learn and get better while making mistakes every day
CF @Clearingfog_
6K Followers 1K Following Private equity investor trying to better understand how the world works. DMs open / encouraged
John @market_sleuth
40K Followers 431 Following God is the source of my purpose: Job 42:2 | Started unraveling stock market riddles in 1992🔎📈📉 | I also play synthesizers. 🎹
HFI Research @HFI_Research
70K Followers 132 Following Contrarian Investment Research: Energy (Oil & Gas)
yung macro 宏观年�... @apralky
24K Followers 626 Following rates trader learning about markets & society... gen z supremacist & technocratic elitist. not financial advice
Alphawealth Avenues @AlphaWealth000
6K Followers 217 Following 20+ years in Indian Equities | Smart Research | Wealthbuilding | Alpha across market cycles | Keen Learner YT Channel- https://t.co/lHUd6ylIaf
Just Another Pod Guy @TMTLongShort
20K Followers 7K Following Economic Blitzkrieg. Never said it was a good bet, just a complex bet. Long/Short Tech Investor. Will say retarded shit often. Deeply unserious person. 🫡
Fleek Finance @Fintweet12
134 Followers 45 Following Do you need advise on investments and financial planning? Visit the website to book my services. https://t.co/PRrCB3Xgb3
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12K Followers 262 Following The AI platform for finance. Add the power of generative AI to your firm. Book a demo 👉Trends for United States
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