“As a bank, you can only watch private credit come from nowhere and get to a trillion dollar industry for so long,” “This is what its clients are asking for.”
wsj.com/finance/bankin…
Peter Navarro said something quite revealing on CNBC today about BMW's factory in South Carolina: "That doesn't work for America. It's bad for our economics, it's bad for our national security."
This piqued my interest. I grew up very close to that BMW facility -- the company's…
$IBKR beast mode. 75% operating margins and accounts still growing 30% to only 3.3M accounts. One of the finest businesses on earth with still a huge runway. Stock almost 3x since peak rate cut fears ($73) just 14 months ago. Too hot for me.
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”.
25K Followers 552 FollowingPeople-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
36K Followers 2K FollowingBusiness collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
52K Followers 611 FollowingNot selling anything.
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Personal but public journal.
Arguing with you to spare my family.
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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
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.
32K Followers 2K Following3rd gen Oklahoman. Board member $FGNX / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
143K Followers 3K FollowingEquity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
502 Followers 1K FollowingI am pursuing a lifelong journey of studying business and value investing. I write to share my learnings on this expedition.
Founder @TinyTaikun
0 Followers 3K FollowingSanjitards are subhuman pedophiles including Eiichoro Oda
Not a filthy zorotards
Useless cardboard who exist only to fight
Fucking shit
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15 Followers 203 FollowingTechnodruid. The best of the West. anarch. Europaloner, Europalantir. Making money, vibing alone, selling stuff, wandering in Europe, living life, not caring
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
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
25K Followers 552 FollowingPeople-centric investing. I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing".
36K Followers 2K FollowingBusiness collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
52K Followers 611 FollowingNot selling anything.
Not investment advice.
Personal but public journal.
Arguing with you to spare my family.
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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)
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.
2K Followers 345 FollowingCIO of REQ. Co-author of The Compounders with Kjetil Nyland and Adnan Hadziefendic. Searching for the strongest Acquisition-driven Compounders globally.
197K Followers 312 FollowingChief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.
4K Followers 324 FollowingPartner/owner at Tresor Capital
Family holding companies & serial acquirers
Views are my own, not investment advice. Disclaimer: https://t.co/6JksN7tB3k
3K Followers 216 FollowingBuilding a durable growth portfolio through long-term quality investing | Writing about the process for my younger self | No financial advice | Nothing to sell
3K Followers 328 FollowingLooking for 'hidden gems' among small cap value stocks. Founder at Hidden Gems Investing. Founder & PM at Plural Investing. Posts are not investment advice.
147 Followers 43 FollowingYour salary lost to inflation.
I share the strategies that beat it.
Founder @financepickers | Real moves, not theory.
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13K Followers 2K FollowingCongress reporter @PunchbowlNews focused on tax, financial services, trade. Co-author of The Vault. prev: Roll Call, Hearst CT. Go birds. [email protected]
12K Followers 762 FollowingCo-founder: @accreditedLP | Empowering fellow investors and providing unbiased insights. Join over 6,000 subscribers ⬇️ Some (a lot of?) satire
32K Followers 2K FollowingThe Theodore Roosevelt Conservation Partnership works to guarantee all Americans quality places to hunt and fish. #OriginalConservationists #PublicLandsProud
1K Followers 344 FollowingWrite about quality compounders on: https://t.co/0NcAxkiHXd - Part of the StockUp team.
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2K Followers 382 FollowingPartial owner of companies with a long-term vision. My goal is to own lasting quality businesses with an aligned and reliable management.