Turning rocks and buying stocks. Portfolio Manager for small/mid-cap Frank Value Fund $FNKIX. Stubborn distance runner. Not investment advice.frankfunds.com Miami, FLJoined February 2009
TTN Research Alert: AI powers Power Markets: The New CapEx Cycle - from $WULF–Fluidstack–$GOOGL to Microsoft–Constellation and AWS–Talen $AMZN $MSFT $CEG
- Artificial intelligence has moved from keynote flourish to load curve. Utilities and equipment makers now discuss…
Large caps (red) have been trading at a large forward P/E premium to mid caps (blue) and small caps (green) since COVID.
This is unusual. From 2000 to 2020 large caps traded at a discount to small and mid caps. Only in the late 1990s did large caps trade at a similar premium to…
139K Followers 14K FollowingNY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
31K Followers 1K Followinghttps://t.co/cyQLj6BFbN and https://t.co/vyVPcaf1X8 . Hammerhead Financial. Univ of Michigan Law and Business. Not Investment Advice. See disclaimers
9K Followers 897 FollowingIndependent Investment Researcher & Investor: stocks, bonds & more 🇺🇸🇨🇭🇪🇺🇨🇦 Risk management & hedging. No hype and no advice. A Roger Federer fan ...
16K Followers 943 FollowingI write a concise small/micro cap focused newsletter for (mostly) professional investors. Deep value, GARP, special situations. Join my list below:
326K Followers 1K FollowingEnergy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
341 Followers 333 FollowingSoftware Engineer/Data geek. Loves stocks with deep value/high growth potential. Tweets are NOT investment advice/recommendations.
https://t.co/vOFHYSiCiM
2K Followers 1K FollowingChief Trolling Officer@EnergyX, Ex-Head of Shitposting@ERCOT_Trolls, Combatting Climate Cultism, Ex-Renewables Virtue Signaller, Think again before you follow.
4K Followers 110 FollowingLong-time buy-side pro musing about small-cap stocks, markets, and Wall St experience from the inside. Tweets are NOT financial advice. Do your own work.
117K Followers 845 FollowingI shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.
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26K Followers 2K FollowingPurveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
273 Followers 64 FollowingP14 Capital uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Not investment advice. Free research below:
2K Followers 518 FollowingDad. Former equity manager/hedgie. Insane Flyers fan. Charming butthole value nag. Not bad stock picker, worth following for this alone. See pinned.
7K Followers 322 Following🎯 | Spotting early compounders, serial acquirers & niche businesses 📊 | Actionable Ideas, analysis, and deep dives on all small caps worldwide
47K Followers 532 Followinghttps://t.co/zsFXexw8Pj is running's front page. Check out our website for the latest news about elite running. Be a fan and talk about it on our messageboard.
47K Followers 702 FollowingLeveraging Market Structure through Options, Volatility, Passive flows, and Systematic Rebalancing. Research Distributed through @Hedgeye
1K Followers 29 FollowingCrossroads Capital is a value-oriented long/short equity fund manager focused on mispriced emerging compounders and special situations. Founder/PM @AboveAvgOdds
2K Followers 192 FollowingOn my third career. Started out reporting. Became a trader. Now doing something in between ... 2K -2.5K words a day dishing on 6-8 special sits
48K Followers 180 FollowingFormer Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
7K Followers 3K FollowingDeputy team leader & senior equities reporter for US stocks @business. Formerly @USATODAY @WSJ. Proud Texan living the dream in NYC. @TAMU alumna. Views mine.
3K Followers 474 Following«Everything that’s important in investing is counterintuitive, and everything that’s obvious is wrong.» Never sell. Not financial advice.
3K Followers 329 FollowingLooking for 'hidden gems' among small cap value stocks. Founder at Hidden Gems Investing. Founder & PM at Plural Investing. Posts are not investment advice.
14K Followers 4K FollowingHedge Fund Founder. Dad. HBS .🐊⚾️. Kings 18:27. No One is Coming. Die Empty. Viking. War Horse. Whatever it Takes. Everything is a Test.*NOT INVESTMENT ADVICE*
7K Followers 142 FollowingVP @ ASPI. Rogue Funds CIO, Mechanical Engineer. Not advice, do not rely, past performance is not indicative, my positioning may change. Opinions are my own.
9K Followers 2K Followingasset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
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