Vesper @VesperMusing
Joined April 2017-
Tweets145
-
Followers57
-
Following487
-
Likes656
In 2012, I was the associate director at the Bureau of Economic Analysis (*not BLS*) and was responsible for preparing the estimates of gross domestic product. Mr. Hassett gets several things wrong here. (1/n) (Thread)
In 2012, I was the associate director at the Bureau of Economic Analysis (*not BLS*) and was responsible for preparing the estimates of gross domestic product. Mr. Hassett gets several things wrong here. (1/n) (Thread)
What are the best "share cannibal" businesses currently out there? In other words, what companies could reduce share count the quickest over the next 5 years? Two companies that immediately come to mind: $LOW and $DBX
$AAIC $EFC Ellington Financial and Arlington Asset Investment Corp. Announce Definitive Merger Agreement - - closing 4Q23 businesswire.com/news/home/2023…
$AAIC Arlington Asset Investment: Mortgage REIT at a 60% NAV Discount and Positioned For Sale or Liquidation I estimate that liquidation could return $5.55/share (+114% return vs 5/17 price) with a majority of proceeds available within a few months. konekoresearch.substack.com/p/arlington-as…
I’ve been in Congress for 100 days. Most of the really angry voices here are faking it.
"It is clear that the proposed transaction, if allowed to proceed, would constitute the most egregious expropriation of value by a Dutchman since Peter Minuit acquired the island of Manhattan for sixty Guilders of trinkets in 1626." $HDG.NA $HDUGF
"It is clear that the proposed transaction, if allowed to proceed, would constitute the most egregious expropriation of value by a Dutchman since Peter Minuit acquired the island of Manhattan for sixty Guilders of trinkets in 1626." $HDG.NA $HDUGF
Good stuff, as always.
Creative! And talented. These would blow up Etsy.
Creative! And talented. These would blow up Etsy.
JUST NOW: "This nation produces 350 million cans of soda every day. If we can produce 350 million cans worth of soda a day, we can produce 30 million tests a day. " Nobel Laureate @paulmromer on report calling for huge increase in testing. @NewDay
This is what real analysis looks like. No spreadsheets required.

Harper Rodriguez @XgddYW8o68mSwE
1 Followers 172 Following Seeking 30%+ returns? Get 2 top US picks with live entries/exits and risk limits—free join. @Westcsrant
さくらねこ (Saku... @Boovo18058
3 Followers 213 Following
PoppyDoherty @934fJ936Pi1MK7N
3 Followers 154 Following
Kingdom Capital ✪ @kingdomcapad
107 Followers 0 Following Opinions on stocks, which are not investment advice.
TristaHornby @1AudDS74j6B0b7
11 Followers 769 Following In order to be irreplaceable one must always be different. — Coco Chanel
Margaux @COberbrunn43781
39 Followers 2K Following
Rebekah @5G7c3i0LpxRb0
24 Followers 613 Following The question isn’t who’s going to let me; it’s who’s going to stop me.
Dorothea @5cQaZ7c8r8JiMK7
14 Followers 833 Following
IPO_FirstDay🇺🇸 @Xare2096504
32 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
VernaLucius @I7mmX6FktPFS1b
25 Followers 1K Following
MondnachtTräumerin @y2dCeP54XO9lTG
4 Followers 367 Following
Lenora @Ohifie493
25 Followers 1K Following Confidence is not “they will like me.” Confidence is “I’ll be fine if they don’t.”
Kebba @Kebba1067844
315 Followers 7K Following They went to a place called Gethsemane, and Jesus said to his disciples, “Sit here while I pray.”🙏🏼
Major Farrell @FarrellMaj46217
86 Followers 4K Following
Jesus is my lord @Jesusismyl89262
232 Followers 4K Following Matthew 5:3 Blessed are the poor in spirit, for theirs is the kingdom of heaven. Mark 10:21 And Jesus, looking at him, loved him, and said to him,
Jacqueline @tXQ0902QoGWA39
24 Followers 1K Following Coffee addict ☕ | Bookworm 📚 | Traveler ✈️ | Dreamer 💭
Heather Geer @marypeter84911
45 Followers 591 Following I am a bitcoin investor fell free to chat me and invest
Robin Dods @toy59496
256 Followers 136 Following Risk Arbitrageur. Special Situations. Spinoffs, Liquidations. No AFSL so nothing I say is advice.
Breaso @Breaso407418
20 Followers 2K Following
Michael Ortiz @MichaelOrt17113
19 Followers 2K Following
SleepWellStocks🇺�... @Ewawirjoo976
27 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
Psyop Capital @psyopcapital2
179 Followers 5K Following
Keith D. Smith, CFA @Bohnoeffer_KDS
59 Followers 2K Following Portfolio manager, Bonhoeffer Capital Management; Advisor, Willow Oak Asset Management. Manager's thoughts are his own. Disclosure: https://t.co/UXgOdyiQ0Z.
Ron Shamgar @R0nShamgar
266 Followers 7K Following Head of Aussie Equities & Portfolio Manager of TAMIM All Cap/Small Cap Funds. 21 yrs experience in ASX small caps. Investing is my passion. Views are my own.
Mike Barnes aka Cashc... @real_MikeBarnes
4K Followers 1K Following Crack resource trader. I used to own a ton of Wesdome Gold Mines Ltd. I prefer anonymity. Nothing here is a recommendation.
michael loftis @maloftis1
1K Followers 2K Following Recovering corporate attorney (Mayer Brown; Keating Muething & Klekamp) and investment banker (Lehman Brothers, Barclays Capital)
rst22011 @rst22011
58 Followers 795 Following
Addie Jorn @AddieJorn14774
107 Followers 4K Following
Phil Timyan @PhilTimyan
10K Followers 5K Following Private investor, hedge fund manager, and blogger with over 25 years professional experience in community bank stock investment and shareholder activism.
Shaun Nestor @DirtDealMaker
883 Followers 1K Following Land Development & Multifamily Broker Mostly in Los Angeles, SFV, & Ventura County. Slingin' Dirt. Construction Nerd.
Make money easily @grbqs4vhc3snY
6 Followers 476 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Dushan Ranasinghe @dblacksquish
32 Followers 275 Following
Theseysl @theseysl74662
33 Followers 1K Following
Scott17❤️ Memecoi... @pjp8496ups
42 Followers 1K Following
Malamatihr.Chatzoglou @ekirh520tgy
0 Followers 98 Following jollibee777 chess and card game, nakatutok sa Philippine market, register now at makakuha ng P88 ng libre
Microcap Proxy Battle... @MicrocapG
828 Followers 5K Following We invest in Deeply undervalued US Microcaps and then we unlock value using a Proxy Battle. Proxy Battles Benefit All Shareholders.
Implied Expectations @LongHilsRoadCap
16 Followers 239 Following Long-term investor. I manage an investment partnership and share my research on Implied Expectations.
Paul Craft @craftyp12
53 Followers 514 Following
Capital Employed @capitalemployed
6K Followers 2K Following Fund manager interviews and stock pitches / by @equitybaron
marginofdanger @marginofdanger
7K Followers 108 Following Sharing my personal views, not investment advice. Please do your own work.
Mayor of Offshore Dri... @offshoremayor
4K Followers 2K Following Captain of a deepwater drilling asset
Bid Bird @BidBird10
3K Followers 66 Following Contrarian, who likes niche markets. I have a Substack where I write about companies that no one else does. Available in English and Finnish 🇬🇧🇫🇮
LZ @lzab1453
2K Followers 454 Following Interested in shipping and financial markets. I express my own views, no investment advice https://t.co/LznWwEYXyB https://t.co/udeQ684e7s
Makai Research @MakaiMarine
4K Followers 3K Following Tanker market research & analysis, with a data-driven offering of macro & oil market fundamentals. Experience: refining | oil trading | shipbroking | cap mkts
Kingdom Capital @kingdomcapadv
11K Followers 699 Following Opinions on stocks, which are not investment advice.
Straight Talk @NoSpinEvidence
853 Followers 160 Following The Evidence-Based Policy team at @Arnold_Ventures distinguishes credible findings of program effectiveness from the many others that claim to be.
Fabre Research @fabreres
249 Followers 153 Following Academic, comments on stocks. Not financial advice.
Strawman @strawmaninvest
7K Followers 20 Following A private online investment club, with a focus on ASX small-caps.
Private Eye Capital @PrivateEyeCap
4K Followers 785 Following Rarely in doubt, Frequently wrong. Stock & REIT ideas. #FinTwit DJ. Mainly followed by TwitterX ladybots
Century Egg Credit @yummyCenturyEgg
2K Followers 465 Following Smells like shit, but tastes like rotten eggs...if you like that type of stuff https://t.co/uVm8nlfBWm
Robin Dods @toy59496
256 Followers 136 Following Risk Arbitrageur. Special Situations. Spinoffs, Liquidations. No AFSL so nothing I say is advice.
Look down, not up @lookdownnotup
1K Followers 262 Following Looking for 1 foot hurdles. Find most in special situations. Aim to replicate young Buffett & J. Greenblatt in making 50% annual returns. Not investment advice
KMP @kmptrades
60 Followers 76 Following Sharing thoughts on special sits while trading my own capital. Not financial advice!
Jason Hirschman @EightTrack180
17K Followers 1K Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
secretlyaninja @secretlyaninja
1K Followers 156 Following Twitting some of my stock trades or ideas in semi-real-time to keep myself accountable. Not investment advice. Do your own due diligence.
DMX Asset Management @DMXAsset
4K Followers 498 Following Australian Micro and Nano-Cap Specialists. Genuinely differentiated exposures in a difficult to replicate strategy.
Bud Fox 24 @24Fox614
2K Followers 150 Following Small cap value /special situations investor/ speculator. Bottoms up, fundamental analyst that talks to management teams. Courage & Conviction on Seeking Alpha.
P14 Capital @P14Capital
279 Followers 67 Following P14 Capital uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Not investment advice. Free research below:
waterboy @waterboycap
949 Followers 768 Following
Matt Jester (The Micr... @Matt_Jester
253 Followers 250 Following Value Microcap Investor, IT Manager, Tennis Player, Car Enthusiast, LA Kings & Fantasy Baseball/Football Fan
Ronbo @Ron284Ron
2K Followers 90 Following I don't say much, but when I do it's usually worthwhile. Surrounding myself with good people looking to make a contribution. No one has a monopoly on ideas.
Fox Castle Holdings�... @FoxCastlehold
7K Followers 154 Following Private investor. Likes family run companies. SFAF member. Fulham FC fan. Newsletter: https://t.co/okS6ypMBPT
Real Assets Value @RealAssetsValue
3K Followers 1K Following Trying to build wealth and learn something investing in listed real estate
Catahoula @Catahoula_Value
3K Followers 2K Following Invests: OTC Banks, land plays and special situations. Respects: Management integrity, strong balance sheets and dividends. Favors: 100+ year franchises.
Lee Roach @leevalueroach
8K Followers 249 Following I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
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.
molson 🧠⚙️ @Molson_Hart
79K Followers 3K Following Founder and CEO of Viahart, a consumer products company. Founder and former CEO of Edison, a legal tech company. Doer of many things.
Chris Shipping 🚢�... @christankerfund
19K Followers 248 Following CPA - Sr Director / Gym / Chocolate Lab dad / Avid Investor / USA Shipping focused - Tankers, Bulk, Containers, LPG, LNG; and Energy related equities
Mr Neutral Man aka "H... @Mr_Neutral_Man
10K Followers 1K Following Value investing and leg day are both about your capacity to suffer. BBQ Dad of the Rockaways! Free newsletter [email protected]
Phenom Capital @phenomcapital
627 Followers 259 Following Engineer and investor. Looking for microcaps with inflecting earnings and a margin of safety. No investment advice.
Lu Kapreliants @LuKapreliants
637 Followers 418 Following Leveraging our high-end homes expertise to pioneer design-centric infill housing in LA.
Norgard @BrianNorgard
101K Followers 1K Following Ex-CPO Tinder, Norgard Capital, SpaceX/Lyft/Notion/AngelList/Airtable/eToro/StockTwits/Deel/StatMuse/DiDi/River/Alpaca/LiquidDeath/Sword/MySpace
Zeljko Obrenovic @ObrenovicZeljko
2K Followers 644 Following Individual Investor; Author of One-Foot Bars Newsletter https://t.co/0CPM513RTX
Leahi Capital @LeahiCapital
179 Followers 175 Following I write about value investing opportunities in small, under-researched companies.
Cluseau Investments @blondesnmoney
46K Followers 1K Following Not Financial Advice Insert extremely corny quote here
Floebertus @Floebertus
5K Followers 727 Following We research companies globally and find outperforming stocks where others aren't looking. Not financial advice. https://t.co/Y9o6L88HS6
Jamie Halse (Senjin C... @JamieHalse
4K Followers 783 Following Senjin Capital founder. Engagement investor. Contributing to the corporate reform process in Japan.
michael loftis @maloftis1
1K Followers 2K Following Recovering corporate attorney (Mayer Brown; Keating Muething & Klekamp) and investment banker (Lehman Brothers, Barclays Capital)
Michigan Value Invest... @Michigan_Value
1K Followers 62 Following Yup, it's really me, the one and only MVI
Random Guy @RandomGuy5567
401 Followers 174 Following Jim Jones follower. Searching for over-levered value traps in dying industries. Subscribe to my newsletter and I'll front-run you into/out of crappy microcaps.
Ina, The African Farm... @BuyCheapNPray
4K Followers 570 Following Right wing corporatist. Mandingo girl from the savannas. I like to buy cheap stocks. Idols: Schloss, Spitznagel, Keith Gill. https://t.co/8eo6fiLzvS
Uzo @Uzocapital
4K Followers 568 Following Disclaimer: nothing is investment advice. https://t.co/2xQSPnaSog
ToffCap @ToffCap
18K Followers 552 Following Fund manager. Looking at LOTS of companies and sharing ideas | Research at https://t.co/e3LfxHHKsb | Event-Driven sits at https://t.co/sO5eF4CsmT