123 Followers 2K FollowingLong shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I'm in the mood for losing money
155 Followers 3K FollowingMember of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/tiyhMjDoRY)
2K Followers 855 FollowingThe shareholders are the rightful owners. Management has a fiduciary responsibility. Proud #SHT member-Shareholders who Hate value Traps
628 Followers 751 FollowingIndividual investor focussed on value, small caps and resources. I generally tweet about stocks I own. Not financial advice.
864 Followers 48 FollowingI analyse stock investments (mainly UK).
My interests range widely, but Mining, O&G, Venture Capital and Special Situations I find most interesting.
45 Followers 103 FollowingL/S investor. High-conviction ideas in public markets - mostly equities, mostly underfollowed. Focused on unappreciated optionality. Not a financial advice.
3K Followers 614 FollowingValue investor. International focus, special situations, micro/small caps. "Show me the incentive and I'll show you the outcome."
2K Followers 1K Following@peelhunt Chief Economist, @telegraph @spectator contributor, host of the Macro Minds podcast - all views are my own, retweets are not endorsements
907 Followers 2K FollowingSeattelite living in Shanghai, former NYU professor, works in, and writes about, manufacturing, supply chains, and technology in China and Asia.
20K Followers 74 FollowingEmpowering a diverse constellation of individuals and organisations with the knowledge, network and nuance to make an impact in psychedelic medicine and beyond.
130K Followers 2K FollowingAuthor and writer. “Dawn of Eurasia,” “Geopolitics for the End Time,” “Belt and Road,” “History Has Begun,” and the definitive masterpiece, “World Builders”
3K Followers 2K FollowingInvests: OTC Banks, land plays and special situations. Respects: Management integrity, strong balance sheets and dividends. Favors: 100+ year franchises.
1.7M Followers 91 FollowingOfficial account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
3K Followers 108 FollowingHelping everyday people get smarter about macro investing. Subscribe to learn how global markets move Bitcoin, stocks, gold and more. By @MilkRoadDaily
3K Followers 353 FollowingCo-Founder/Principal, Firebird Management (first former Soviet Union portfolio equity fund). My funds may own shares in companies I discuss. Opinions my own.
3K Followers 3K FollowingExploring reality truthfully and making money. Sometimes even together.
Current theme is fall of the Ancien Regime Belle Epoque US order and what comes of it.
8K Followers 248 FollowingI’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.