Fintwit Capital @fintwitcap
Buyside L/S analyst (mostly L). Fun financial tweets + serious stuff too. Views are my own. DMs open for chats and exchanges Joined July 2020-
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@bramiozo @lukesophinos Every item you mention was put into the app: • 12 polls max per session to limit screen time • No direct messaging • All polls are uplifting & positive • No tracking SDKs and we do not sell data • Names are shown more if they haven’t received votes gasapp.co/faq
@NikMilanovic Housing can be affordable or a good investment. It can't be both. Inability to accept this fact has led to trillions of wasted govt largess and trillions of lost GDP.
3/ The US tax system is MORE progressive than European countries'. This is because the personal income tax is about as progressive in the US as in Western Europe (and much more progressive than in Eastern Europe), while indirect taxes are much lower.
5/ Although the US tax-and-transfer system is more progressive, it is not progressive enough to close the huge inequality gap between the two regions. Predistribution, not redistribution, explains why Europe is less unequal than the US today, both in pretax and posttax terms.
This week's AI breakthroughs remind us that humans are, in the end, pretty much probabilistic parrots too.
high interest rates will do that to you
The best part about chat gpt is that it takes everything at face value seriously and can spit something super serious and well written and context informed(ish) right back at you, no matter how ridiculous the ask is.
The best part about chat gpt is that it takes everything at face value seriously and can spit something super serious and well written and context informed(ish) right back at you, no matter how ridiculous the ask is.
ChatGPT and generative AI is the future. Fire everyone. It's all over.
i trained an ai chatbot on my childhood journal entries - so that i could engage in real-time dialogue with my "inner child" some reflections below:
Hey SnarkyPM @JetSkiGolfLife instead of spending your Thanksgiving dunking on Fred, let’s do something more productive. My letter will drop this weekend, save you the time, we are down. In the letter I outline why we hold $PAR $ESTC $CLBT $KKR.
1/ This recent Bernstein note on food delivery was really interesting - and totally contrary to my priors. It kind of looks like food delivery apps… actually maintain differentiated products? $ROO $UBER $JET $TKWY
How many times will we have to watch crypto learn the same lessons as the traditional banking industry before we just stop paying attention?
This is the long term bear case on Google.
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Indra @IndraStocks
4K Followers 676 Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. 99% of this isn't serious, keep it fun.
Corry Wang @corry_wang
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Alex @Badpak
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crossdefault @crossdefault
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Py_Fi @Py_Fi_nance
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Kevin Sun @kevinandrewsun
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Jamison Trane @jamisontrane
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Wought @wought2145
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L. @OlympusMons_
283 Followers 1K Following Previously in public markets, now in PE | Tweets are not investment advice and represent my own views. I may own positions in the companies discussed
Someone Buy Me This @ADopeGift
593 Followers 2K Following If I can find the thing I tweet about for sale, I'll post it in the replies
Slesoo @Slesoo124312
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Jordan McNamee @optimist_fund
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Grace Ge @gracewenge
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taj mahal @tajthemahal1
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Capvalue89 @CapitalOnValue
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Stock Excel Models @StockExcelModel
18 Followers 523 Following We build and maintain clean, downloadable, and fully-drivable excel financial models on hundreds of publicly traded companies.
Jack Saad @JackSaad19
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Ye-shiva Westberg @sj_xxxxxxx
535 Followers 2K Following speculator in complex adaptive systems. single names mentioned are only in my PA (serves as an outlet to be a degen gambler). NOT INVESTMENT ADVICE MF'ERRRRR
Bespoke Intel @BespokeIntel
1K Followers 2K Following Primary Research For The Buyside. https://t.co/OppJ0sS93k
Kira (Amy’s burner) @Klaudnin3
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Aditya Sundar @adityasr212
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cacofonix_invst @CacofonixI
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Value Drift @inner_scorecard
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dma @dma623
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Tom H @ziomoiz
171 Followers 2K Following “Spend each day trying to be a little wiser than you were when you woke up.” Charlie Munger
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RETAIL investor Han2 @RaadsmanHan
204 Followers 344 Following [email protected] Heeft zijn hele leven nuttige dingen gedaan, maar is nu helaas gaan beleggen.
Aren Nakpil @aren_nakpil
110 Followers 3K Following
Just Another Pod Guy @TMTLongShort
2K Followers 5K Following TMT L/S. “All models are wrong but some are useful”
GreatCapitalAligator @GCA_Worldwide
154 Followers 589 Following Used to be a twitter egg until I hatched into a beautiful alligator. Every day since then been living that GIPS compliant lyfe
_aak @aak27144409
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Ringiana @Ringiana
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Hudson Labs (formerly.. @HudsonLabs
3K Followers 1K Following AI-powered equity research software. Industry-leading accuracy and reliability. Not advice.
Prepared Remarks @Rebrand_As_Y
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Pythia Capital, Baron.. @PythiaR
54K Followers 687 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because 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”.
Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Chairlift Capital @ChairliftCap
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Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
CrosscheckC @CrosscheckC
4K Followers 3K Following l/s equity generalist. focuses: airlines/travel, industrials, fad/fraud/cyclical shorts. opinions my own. just replies & dms.
Indra @IndraStocks
4K Followers 676 Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. 99% of this isn't serious, keep it fun.
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
T @Tyler_Parker_
211 Followers 2K Following "I am an optimist. It does not seem too much use being anything else." - Churchill
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contrarian 8888 @contrarian8888
60K Followers 835 Following Former hedge fund manager of a multi billion dollar fund. Interested in commodities & startups. Nothing should be construed as investment advice
Mike Solana @micsolana
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no context succession @nocontextroyco
289K Followers 223 Following SPOILERS! Out of context screencaps of the @HBO series @succession & occasionally other #Succession content. Link to master list of tweets 👇
Gibson Biddle @gibsonbiddle
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Cory Muscara @corymuscara
64K Followers 265 Following Former Monk. Author of Stop Missing Your Life. Positive Psych Instructor at University of Penn. Meditations Heard 25 Million Times in 150 Countries.
Isabel🌻 @isabelunraveled
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Zero Sum Bond @ZeroSumBond
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Matt Schnuck @mattschnuck
43K Followers 567 Following Creating and studying INFLECTIONS in business and life. Sharing my entrepreneurial journey. Started 10 companies, sold 3 of them, coach the rest.
Valtteri Salomaki @valsalomaki
141 Followers 199 Following Builder by day. Gaming addict by night. Co-Founder of EDGE Sound Research & Free Logic Inc
nick kokonas @nickkokonas
42K Followers 845 Following Co-Owner: Alinea / Next / The Aviary / Roister / St. Clair Supper Club. Founder emeritus: Tock, Inc. Former-ish derivatives trader.
Jessica Van Meir @jessicavanmeir
4K Followers 2K Following PhD Candidate at Harvard @Kennedy_School. Socialist feminist. Studying s3x work, informal labor, LatAm, blockchain ☂ Cofounder @MintStarsReal @bostonswac
Moatless Capital @MoatlessCapital
4K Followers 361 Following Buyside Investor. Not investment advice. Do your own work. moatless "dot" capital "at" gmail "dot" com The line between Shabi and Niubi is very thin.
Trainual @trainual
1K Followers 612 Following The training manual for your team. The playbook for your business —SOPs, Onboarding, Training, Process, Knowledge, all-in-one — @Inc & @Forbes Best Workplace
Iceburgh @IceburghCapital
2K Followers 760 Following Every tweet is probably wrong as I have no idea what I am doing. Please don’t sue me.
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Introspective Capital @IntrospectCap
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Dirtcheapstocks @dirtcheapstocks
21K Followers 216 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice.
𝗙𝗮𝗶𝗿𝗹�.. @Fairlight_Cap
7K Followers 808 Following Alternative investment management company. Not investment advice. [email protected]
Harris Perlman @OtterMarket
20K Followers 140 Following I don't want advice. I want to know what you're buying today.
Catharine Dockery @vice_ventures
6K Followers 7 Following General Partner and Founder of Vice Ventures. Big believer in budding industries, where growth is as resilient as weeds. My time is my own.
Alpha Exposure @alpha_exposure
6K Followers 396 Following this is not investment advice. just entertainment, comedy, and some observations. don’t take it (too) seriously
Keval Shah | Ecommerc.. @SEOKeval
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Pranav Rawal @PranavRawal23
2K Followers 807 Following Buyside investor; forever learner! Focus on TMT, Renewables/Clean Tech, Energy! No investment advice; opinions my own. Retweets = Bookmarks.
Banyan Tree @Banyan__Tree
364 Followers 1K Following
Maia Bittner @maiab
27K Followers 2K Following TMI tweets about tech and mom life. Investing in startups founded by fellow @olincollege alumni via my fund @parcelbvc and by fellow women via @xfactorventures
Count Draghula @countdraghula
19K Followers 501 Following Macro trading is dead, because markets aren't allowed to find fair value.
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Compound248 💰 @compound248
58K Followers 659 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
eric boroian @eboroian
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Rahul Sharma @Retail_Guru
13K Followers 284 Following Ex Global Consumer Fund Manager: 16 years at Citi, Alliance Capital in NYC, London, Singapore. Founder, Neev Capital. Strictly personal musings & not advice...
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1K Followers 1K Following building a more just & caring world @justicetext | @forbesunder30 | student @uchicago '19, @schwarzmanorg '20
Christen Nino De Guzm.. @christenstweets
571 Followers 346 Following founder @clara4creators formerly creators at @TikTok_US, @Instagram, @Pinterest
1/10 I think the NYT is absolutely right in associating the increasing centralization of power in the Chinese financial system with the slowing of the economy and the surge in financial risks. nytimes.com/2023/03/14/bus…
@bwertz @zachweinberg For sure. But proponents of crypto have been far more certain (and far more cocksure in their certainty) every time the price of tokens runs up. I've had the same argument about "tradfi" with crypto folks in 2013, 2017 and 2021 and each time it's always 3 or 4 years out.
You know what I love about finance dudes? They’re greedy little monsters but generally pretty honest about it. Most VCs are the same but pretend to be altruists, it’s insufferable
Good Q from a friend who works at AMD this weekend "Media love to write about Sheryl Sandberg etc (on the topic of women in SV), but never talk about Lisa Su. She runs a $120B company and is the greatest CEO I've ever worked with. Why don't they write about her?"
i’ve noticed i speak a lot less around people whom i sense are very delicate. and by delicate i mean people who haven’t totally processed their trauma/pain—these people have a lot more ‘exposed sore spots’ that i feel like i could accidentally press on in even basic conversations
UNIT ECONOMICS "Unit economics" is an important tool in the tool box for the buy-side analyst that, surprisingly, is not discussed often by the sell-side outside of businesses that explicitly report enough data to calculate LTV (life-time value) and
Airbnbs are great assets with terrible management (anyone with a pulse). Hotels are often mundane homogeneous assets with great management (hospitality professionals) If only there was a way to fix this
If ur out with a group of people socially, and one of them starts talking about how they love cooking and someone jokes they should start a restaurant, and instead of joining in u feel the need to go on about how restaurants have bad unit economics, high prob ur on the spectrum
@misguidedsoul7 not exactly. they’re more exploratory in how they approach ideas than instructive. like a synthesis of the author’s work on the mind, consciousness, etc
@nikitabier a savant for understanding the psychology of 15 year olds. crazy.
@bramiozo @lukesophinos Every item you mention was put into the app: • 12 polls max per session to limit screen time • No direct messaging • All polls are uplifting & positive • No tracking SDKs and we do not sell data • Names are shown more if they haven’t received votes gasapp.co/faq
@growing_daniel You can literally work as a Facebook PM if you just say Alignment and Framing 10x during the interview.
@evisdrenova The greatest business you can build is one that helps people feel loved and doing so in a financially sustainable way.
@michaeljames Handful of criteria: had an early start date, off the grid so we could iterate before getting press, indexed toward higher income so higher iPhone %
@Rick_Zullo The fact that we have targeted write-offs at all is absurd. Just lower the tax rates appropriately and remove *all* such tax incentives. Gross simplification of the tax code would increase US GDP meaningfully.
It’s 1 am and I am not tired at all and I am on my 4th drink and I am not drunk at all, Europe has entered my body 🫡
Probs obvious, but I think lack of cheap housing in cities is the main thing to blame for most culture getting worse (contemporary novels, indie movies, music, less weird art, etc.) — mostly, the only people who can afford to make a career in this stuff have inherited wealth now.
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