Andrew Coye @andrewcoye
Musings about investing and trail running. Not investment advice. Life is short, art long, opportunity fleeting, experience deceptive, judgment difficult. Joined December 2010-
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"“Most businesses, at least the ones I’m involved in, have a life cycle. And most of them don’t reinvent themselves, they disappear.” “The cable industry was like that. It was delivering linear broadcast channels, it got a new shot of life when content was created for cable.…
$SIRI CEO Comments: -Finally upped FCF guidance for 2025 to $1.2 billion from $1.15 billion citing OBBB tax breaks and lower satelite spend. "So we've raised this year's guide to $1.2 billion. We have a target for 2027 as you know, of $1.5 billion in free cash flow...…
"One is what is competitive price today. And in this case, we're going to think about what competitive price might be in the future because we do believe there will be a systemic rise in footwear prices over the next 12 to 18 months. We haven't seen a ton of that come through…
"I think of it as 3 different eras in the United States: 1. There's a COVID era. 2. There's a high inflation era and 3. There's an era today where consumers are certainly trading down and more under pressure. Now we thought that [this] era was going to be very short because…
A post about Book Value, leasing edition Aercap and Air Lease are large, public aircraft lessors that in the business of buying planes, leasing them to airlines, and profiting from the spread between leasing income and leasing costs. - Air Lease $AL is ~flat YTD and +14% over 5…
WSJ " Apple Makes Music Push in Radio After Losing Ground to $SPOT" Now that $SIRI has retreated from streaming - does a JV or partnership with $AAPL make all the sense in the world? SIRI in car experience unchanged (maybe improved CarPlay integration), but all content also on…
Anyone looking beyong the 10K financials for a fundamental reason why $BRK.B Warren Buffett bought the Western BNSF in 2009 and is not interested in owning an East Coast railroad at these valuations... barge competition...
Anyone looking beyong the 10K financials for a fundamental reason why $BRK.B Warren Buffett bought the Western BNSF in 2009 and is not interested in owning an East Coast railroad at these valuations... barge competition...
Is the most used software in the corporate environment the $MSFT Office Suite (including Outlook)? Has anyone used any of these AI powered PowerPoint replacements? Off the shelf better PP than most I've ever seen in the wild... Word, Excel, eMail client "AI native" office suites…
Is the most used software in the corporate environment the $MSFT Office Suite (including Outlook)? Has anyone used any of these AI powered PowerPoint replacements? Off the shelf better PP than most I've ever seen in the wild... Word, Excel, eMail client "AI native" office suites…
Another insurance recovery for $AER Aercap. EUR 112 million (~$0.65 per share, net) from NSK. $2.6 billion total recoveries (with potentially more to come).
The Chart Alchemist @Chart_Alchemist
67 Followers 133 Following Equity Insights | Technical + Fundamental Analysis Long/Short Trade Ideas | Not Financial Advice |
Dakota @Dak_Reece
912 Followers 1K Following Participant, Spectator, Operator, and Investor ————— Real Estate - Healthcare
MaureenFast @sH9UQU8C91HO6hx
0 Followers 340 Following
Wunderkerze @r28V0wEPs9N962S
1 Followers 363 Following
EstherMorley @KV0K85x9MP1Ik0r
5 Followers 87 Following
Awsawaupeag @Awsawaupeag134
8 Followers 194 Following
FreudeAnSich @9HsG89ns0VU9sm
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NoviaBenjamin @1997aaUU24bwVF
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DisciplinedAlpha @longtermreturns
69 Followers 543 Following Dedicated to value investing principles-fundamentals, margin of safety, & compounding returns. No investment advice provided, solely entertainment purpose; DYOR
Askeladden Capital @AskeladdenTX
8K Followers 2K Following Long-only small/micro value investor. Applying AI to drive 10x productivity improvements. Strategic advisor to @RavensightAI
Addison West @GwennyMariee
25 Followers 37 Following Every trade tells a story. I’m here to read it, trade it, and grow from it. $EBAY $SKX $NKE $DECK
Sonnenschirmchen @EoM7tdoCZR5rZ
10 Followers 346 Following
Sterling Capital @jay_21_
7K Followers 789 Following
U-Turn Tom @thomascolombel
296 Followers 538 Following 1) I buy ignored and sell praised: things are not as good or as bad as we think they are. 2) I focus on the what as the why is answered too late.
ModestyHughes @6h3KhJ7mexQDsj
0 Followers 394 Following
Josh Lacey @joshlacey33
413 Followers 2K Following Husband. Dad. Concert Promoter. Trying to compound wisdom.
NichtStandard @zH66m73WKQwv1O
9 Followers 344 Following
Ziv Gil @14Zg
133 Followers 2K Following
GarpGuy2 @GarpGuy2
9 Followers 211 Following
Will450752 @Will45075251537
49 Followers 504 Following
Alex Taussig @stoked_on_waves
2K Followers 684 Following sharks predate trees. Trying optimism, again
synergy potential @SynPotential
2K Followers 2K Following wannabe capitalist. current: director, investment banking
Thomas Yarbrough @tmyrbrgh
611 Followers 4K Following Love learning about the market and how I can help create the type of world I want to live in… Nashville TN
Brandon Beans @FlipsForFree
37 Followers 299 Following A man, his flips, his journey, and his insights
L'investisseur Bourso... @investisseurpea
639 Followers 3K Following Investisseur en bourse et crowdfunding Lien parrainage Boursorama : https://t.co/8avW6fvhyX Trade Republic : https://t.co/AvFLQ997z3
Clown Capital Managem... @Clown_Capital
153 Followers 2K Following
CandleSniper🇺🇸 @Ovaovoq885
39 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
Emma Miller @miller50083
202 Followers 515 Following
CAM SPENCER @CAMLYDIA
300 Followers 1K Following Anyone with a spare £Trillion feel free to leave it right here! Thanks 😊 👍👍
Mustafa Alp Yalçın @m_alpyalcin
3 Followers 188 Following
Justin Amezquita @justamezquita
81 Followers 965 Following
Knox Marlow @KnoxMarlow
106 Followers 273 Following Investor. Former M&A. Finally met the woman of my dreams. #girldad to an amazing 9yo 😁
Porororoooo @AbrahamRay39403
4 Followers 119 Following
Fjord Alpha @FjordAlpha
62 Followers 61 Following Analyzing Northern European mid-caps targeting 20%+ CAGR. Long-time investor with Nordic roots. In-depth research memos on Substack
Aliecia Jones @JonesAliecia
1K Followers 1K Following 🌾 Prairie-raised sweetheart | CEO of a green beauty brand 🌱💕| Curvy, cute, and a little dangerous 😉 | Wild-hearted, and always chasing the sun ☀️
Irsluisie @Irsluisie56242
76 Followers 2K Following
LindyMan @PaulSkallas
144K Followers 974 Following Lindy Newsletter: https://t.co/k3A03LYLi1 @lindyeffect
Chip Wilson @ChipYVR
7K Followers 358 Following Serial entrepreneur, husband, father, @lululemon founder. Discover my new book, lululemon and the Future of Technical Apparel ⬇
Mohammad Saffar @msaffar3
797 Followers 369 Following Research Scientist @googledeepmind, VEO, media gen. past: @reveimage
Orange Book 🍊📖 @orangebook_
559K Followers 182 Following Thoughts triggering thoughts. Learning on the go. Novel in progress. Musing in Tokyo.
Frank @justfactstruth
3K Followers 50 Following Family Office .20+ yrs on Wall Street. Concentrated portfolio. My opinions only -trade at your own risk.
Crack The Market @CrackTheMarket_
132 Followers 1K Following Institutional level research helping you own equities you understand and learn about great companies and mega trends shaping the world.
Josh Lacey @joshlacey33
413 Followers 2K Following Husband. Dad. Concert Promoter. Trying to compound wisdom.
Liam @aidstationfireb
3K Followers 1K Following Stats guy. The "Tony Reali" of trail and ultra-running. Buy me a coffee (or a gel!) at the link below ⬇️:
StableBread @StableBread
770 Followers 158 Following Learn how to analyze, value, and manage your stock portfolio from the teachings of successful value investors. 👇 Join our newsletter to start learning!
Anthony @HalvioCapital
2K Followers 290 Following Constantly curious. There are no bad assets, just bad prices.
Unemployed Small Cap ... @SFarringtonBKC
5K Followers 890 Following Writing a Substack until I find a job or the newsletter pays the bills. https://t.co/JYdH6w2Dok https://t.co/N51TWjAjcw
Guillaume @glevd
853 Followers 795 Following The AI reality check your timeline needs. Engineering insights, tool reviews & uncomfortable truths. Learning, building, questioning everything ↓
Andrew R @Andrew_Rentsch
737 Followers 3K Following CodeCowboy - Full Stack WebDev, AI & ML. TypescriptGang. Graph Database Enjoyer. UUID Enthusiast. Datahoarder.
JohnDoeKnowsGuy @JohnDoeKnowsGuy
1K Followers 1K Following Linkin Bio: https://t.co/TUMyPRMXuu Bad Takes on tax, finance, and life.
Logical Thesis @LogicalThesis
33K Followers 260 Following Swing Trader | Small Caps | Data Scientist | Host @TheBoysInvest | Not financial advice | Join my community📈 fundamentals, technicals, and portfolio mgmt👇🏼
Micron Technology @MicronTech
37K Followers 1K Following We're accelerating the transformation of information to intelligence.
Steve Hoffmann @stevhoff
112 Followers 99 Following Not investment advice, I know nothing. I'm just a guy who talks to goats. You can't stop the wave, but you can learn to surf.
Karl Meltzer @Speedgoatkarl
11K Followers 489 Following Ultrarunner with most career wins in 100-mile trail racing (50 and counting) supported Appalachian Trail Record 2016 #Speedgoat
Capdrift @Capdrift
173 Followers 232 Following Senior Portfolio Manager (10+ years) sharing institutional-grade analysis on global markets and individual stocks. Subscribe for my best insights. No hype. ⬇️
Kontra @KontraInvest
2K Followers 1K Following Concentrated, long-only investing, deep fundamental research, unlocking value. Kontra Investments. https://t.co/oNGrKawfxr Not Financial Advice.
Trevor McCandless, CP... @AtlantaTaxes
5K Followers 4K Following Focused on helping clients build multi-generational family businesses. Founder at @FusionCPAs. Entrepreneur, Tax Dude, Family Guy, NetSuite Nerd, e/acc AI Agent
David Bessis @davidbessis
9K Followers 351 Following Rogue mathematician. "The product of mathematics is clarity and understanding." — Bill Thurston
Symmetry @Symmetry_Invest
9K Followers 167 Following September 2008 - June 2015: Accountant at BDO March 2013 - nu: Symmetry Invest A/S Tweets are own opinions not investment advice
Danny Ocean @DannyOcean555
4K Followers 608 Following Generalist looking for a new seat | FCF per share | Slowly slipping down the quality spectrum
Nataniel Ruiz @natanielruizg
10K Followers 2K Following research @GoogleDeepMind | Veo team | author of DreamBooth | personalization of generative models
Cedar Street Research @CedarStResearch
2K Followers 508 Following Unconventional research (surprised how many people listen) specialization in Banks, Insurers and Specialty Finance.
Matt Deitke @mattdeitke
13K Followers 299 Following AI Researcher @ Meta Superintelligence Lab Ph.D. dropout at @uwcse
Ari Paparo @aripap
27K Followers 3K Following Ad Tech influencer, CEO @marketecturetv Author: Yield. How Google bought, built, and Bullied Its Way to Advertising Dominance https://t.co/tmvieZIMsl
The Intellectual Edge @thebigideas_
2K Followers 159 Following In search of the most valuable investing insights
The Compounding Torto... @CompTortoise
9K Followers 58 Following Quality growth investor │ Sharing in-depth reports on compounders │ Teaching our subscribers how to build a portfolio with high returns and low risk │ link👇
🧠 David @db_fink
24K Followers 3K Following I only care about getting Brits to invest more in shares | @fink_money | ONLY ACCOUNT | For non toxic views and markets only, follow @fink_money
Commodities MacGruber @GoForGrubes2
6K Followers 2K Following Commodities Investor. Very Long Oil and Coal. 60% Commodities, 20% Special Sits and 20% Short Garbage. *Not Investment Advice* Now kind of a Bitcoin douche!
Michiko @bymichikogata
72 Followers 848 Following Portraits of Patience: echoes of timeless investor wisdom
Frank Zhang @FrankZhang0111
27 Followers 45 Following
LinkedIn Lunatics @LinkedInLunat1c
125K Followers 36 Following Sharing the cringe that is LinkedIn | Follow @jovvvian THE LinkedIn Lunatic | post unhinged memes on LinkedIn and go viral https://t.co/z7o93BEBb0
Kai Wu @ckaiwu
7K Followers 1K Following ⚡ Founder, Sparkline Capital | ✨ $ITAN + $DTAN ETFs | 🔭 Intangible Value Investing Using AI + NLP | Email List: https://t.co/jJEelP9wsv
Max Francoeur @0xMaxFrancoeur
479 Followers 764 Following 👨💻SDM - Value, Special Situation & Opportunistic Investing 📊
Sam Bugs @Sammy_the_Nose
392 Followers 101 Following My tweets are not advice. They are notes that I feel are worth considering when making investment decisions.Trends for United States
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