Gaurav Kumar @gauravphoenix
dubito, ergo cogito, ergo sum San Francisco Joined August 2021-
Tweets2K
-
Followers576
-
Following708
-
Likes1K
best RCA ever:
Once again, it feels great to dodge these firecrackers. Nice to watch them from a distance. To me $LULU is no different than $NKE or $ANF or $CROX. You are at the mercy of what's fashionable and if there is one thing for sure, fashion by definition is disruptive (with low bar).
Once again, it feels great to dodge these firecrackers. Nice to watch them from a distance. To me $LULU is no different than $NKE or $ANF or $CROX. You are at the mercy of what's fashionable and if there is one thing for sure, fashion by definition is disruptive (with low bar). https://t.co/chGOTfcFsR
be very careful with class arbitrage. take for example Svenska Handelsbanken. It has two class structure as common in Sweden. the five year price difference is mind boggling. double the return on class B shares that have 1/10 voting rights and low liquidity. I can't find any…
be very careful with class arbitrage. take for example Svenska Handelsbanken. It has two class structure as common in Sweden. the five year price difference is mind boggling. double the return on class B shares that have 1/10 voting rights and low liquidity. I can't find any… https://t.co/g32A7Xp4eN
I didn’t expect much from this one—figured it’d be the same old finance stories—but it actually had some refreshing, lesser-known ones. Quick read, I’d totally recommend it.
the joys of high PE stocks because growth is so predictable.
the joys of high PE stocks because growth is so predictable. https://t.co/5uEVIH1jtw
While the GOAT is buying $POOL etc to bet on a housing market recovery, I think there’s a more attractive risk-adjusted opportunity: title insurance. As interest rates come down, home prices will likely rise and transaction volumes should increase. Even if affordability keeps…
the more I study exchange traded debt, more intrigued I get. just look at $DHCNI. This bad boy has face value of $25 and was trading at $4.5 during covid crisis giving yield on cost of 31%! of course, you need heavy duty balls to buy long dated debt during the crisis but if…
"layer 2 atomic swaps" - let me guess, they are like.. "256 bit SSL encryption" :) portaltobitcoin.com/product/liquid…
"layer 2 atomic swaps" - let me guess, they are like.. "256 bit SSL encryption" :) portaltobitcoin.com/product/liquid… https://t.co/fF3f1IR3kN
Vilkyskiu Pienine ($VPL1L.VS) reports earnings tomorrow. The stock has performed strongly in recent years, but I believe its future prospects are even more promising. Milk is a commodity and an essential product, allowing companies to raise prices to offset rising input costs…
Vilkyskiu Pienine ($VPL1L.VS) reports earnings tomorrow. The stock has performed strongly in recent years, but I believe its future prospects are even more promising. Milk is a commodity and an essential product, allowing companies to raise prices to offset rising input costs… https://t.co/kasmoKFKc1
it is not hard to imagine that by the end of next year a huge debt wall is coming due for CRE industry. Since the worst of loans are raised during the best of the times, it would be mid to late (April through October) next year we will see 5 year maturities of cheap CRE debt…
it is not hard to imagine that by the end of next year a huge debt wall is coming due for CRE industry. Since the worst of loans are raised during the best of the times, it would be mid to late (April through October) next year we will see 5 year maturities of cheap CRE debt…
Easiest money I ever made archive.fast-edgar.com/20250827/A4BOT… they are going to buy back the debt. had it not been for @finphysnerd idea bout $FOSLL, I wouldn't have looked into baby bonds and realized this stupid/special situation. $BW $BWSN
Easiest money I ever made archive.fast-edgar.com/20250827/A4BOT… they are going to buy back the debt. had it not been for @finphysnerd idea bout $FOSLL, I wouldn't have looked into baby bonds and realized this stupid/special situation. $BW $BWSN
I was almost certain people will get confused between Domino US ($DPZ) and Domino's Pizza Enterprises ($DMP.AX)- $DPZ gets more than 90% of revenue from US. Pretty sure it will also tank tomorrow.
I was almost certain people will get confused between Domino US ($DPZ) and Domino's Pizza Enterprises ($DMP.AX)- $DPZ gets more than 90% of revenue from US. Pretty sure it will also tank tomorrow.
muni bonds can be funny at times. think about it.. tax free (annualized yield) of 8 percent from a GO bond.
In what ways might I lose my capital? (invert, always invert).
In what ways might I lose my capital? (invert, always invert).
Everyone: Inflation, interest rates, labour market, tariff, oil prices. Me: why this European illiquid smallcap trading at low pe?
ARR hack no one is talking about.
It was also the most important take away from likely the most important investing book ever smile.amazon.com/dp/0231203489
It was also the most important take away from likely the most important investing book ever smile.amazon.com/dp/0231203489
but most importantly, remain rational. had it not been @finphysnerd idea about $FOSLL I wouldn't have touched it. That's how I got the idea about $BWSN also. Both quite profitable trades. I have stayed away from anything fast-growth-in-short-span (Lulu,Hims etc) and that has been…
but most importantly, remain rational. had it not been @finphysnerd idea about $FOSLL I wouldn't have touched it. That's how I got the idea about $BWSN also. Both quite profitable trades. I have stayed away from anything fast-growth-in-short-span (Lulu,Hims etc) and that has been…
dude mark bertolini (ex- Aetna CEO, now Oscar CEO has an insane story here he talks about how after his skiing injury, he was in so much pain for 17 years that he went to switzerland to end his life, and then was told he could fix his pain went through neuroplasticity exercises…
Aidan W Steele @__steele
9K Followers 2K Following I try to tweet novel things about AWS.“Shit-poster extraordinaire” according to @LastWeekInAWS. He/him. AWS Serverless Hero
Kinnaird McQuade 💻... @kmcquade3
6K Followers 2K Following Chief Security Architect @BeyondTrust. Follow for AI, Hacking, Startups. Founded @NightVision_inc. Ex @Square, @Salesforce 🇵🇭🇺🇸 wrote Cloudsplaining
Chris Farris (@jcfarr... @jcfarris
2K Followers 464 Following Cloud Security nerd @fwdcloudsec Organizer | Warning: Snark ahead | @[email protected]
Matt Fuller @matthewdfuller
2K Followers 1K Following 💭 Building https://t.co/qF4lN20a4l (better AWS console), https://t.co/dRqqZlMIFL ("open in AI" links) 🛡️ Cloud Security EM @Stripe 🤝 Ex-Founder @CloudSploit_ (sold)
Ashish Rajan 🤴🏾 @hashishrajan
4K Followers 1K Following CISO | Helping CISOs & Tech Leaders navigate GenAI & Cyber Risk Strategy | Host 🎙️ @CloudSecPod + @AISecPod | Men’s fashion
Dr. Anton Chuvakin @anton_chuvakin
41K Followers 9K Following Information security - #SIEM, #DFIR, #EDR formerly at Gartner! Now @GoogleCloud Office of the #CISO; host of @CloudSecPodcast https://t.co/VpKtfz8nXG
houston @hhopk
1K Followers 4K Following Dedicated cheap skater who keeps data. I do cloudy stuff and things. Cloud Security Forum moderator and a fwd:cloudsec organizer
Daniel Grzelak @dagrz
3K Followers 2K Following Super Serious Internet Guy™️ Founder of Milo Twitter. Peak Milo. At the intersection of cyber security, Milo, and stonks. Chief Innovation Officer @ Plerion.
kat traxler 🎗️ @NightmareJS
2K Followers 3K Following proficient at drawing the rest of the 🦉 | insufferable triple Virgo ♍️ https://t.co/OZ7D458owb
Travis McPeak @travismcpeak
3K Followers 1K Following Security, mgmt, startups, investing, 🏋️♂️, 🚵. Founder/CEO @Resourcely prev: @databricks, @netflix; He.
Ian Mckay @iann0036
5K Followers 1K Following Sydney, Australia 🇦🇺 | #AWS Community Hero | IaC & security enthusiast | Breaks basically everything | he/him
Rami McCarthy @ramimacisabird
2K Followers 745 Following security, for the internet, at @wiz_io! opinionated about security. (he/him) @[email protected], bsky=https://t.co/fxycKAqA6t
Karim El-Melhaoui @karimscloud
825 Followers 704 Following Principal Security Architect & Partner at https://t.co/yIU71SfS40, CloudSec Researcher. Find me at bsky
Rodrigo (Sp0oKeR) @spookerlabs
5K Followers 837 Following Blue Team & Cloud Security Researcher. Like to discover and detect threats =)
JessicaPeter @UKV8q585W12BH9k
0 Followers 40 Following
EdwinaScott @pn9uGZ8nc21bX
2 Followers 211 Following
MadelineGrant @wjk8od46D17if2y
0 Followers 314 Following
Mustache @BuckNakedGeorge
0 Followers 217 Following
Wawbo @Wawbo67028
28 Followers 720 Following lovely is not only a kind of appearance, but also a kind of mentality.
Amy @amy39havens
317 Followers 3K Following
Odrirto @Odrirto61976
34 Followers 715 Following to know, like and do not hate between, separated by billions of light years ah.
MergersandMishaps @MishapMergers
19 Followers 45 Following
ZenobiaArabella @0BDcUcT1Q4YR1Q
1 Followers 360 Following
Sonnenstand @EcLCfEb9M0Odz
17 Followers 353 Following
BridgetDodd @kfqq1wpzjE80kf
3 Followers 347 Following
DoreenSophy @W0EBxhuV7hmN3
1 Followers 138 Following
LouiseSimon @FzJDgQOy4MF5p
0 Followers 324 Following
AuroraCollins @3998uR97H7I8D
1 Followers 264 Following Focused on investing in U.S. stocks, happy to discuss stock market trends.
MeinLeben @n646bAkC4FI31
6 Followers 354 Following
Lois @matthewslois14
254 Followers 3K Following
Tim Eriksen @erikseen_tim
27 Followers 689 Following CEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA.
Biotekman @Exclamotite69
238 Followers 152 Following
Christine @davila_christin
326 Followers 3K Following
ElviraNixon @75iFy20t5gk71M
6 Followers 422 Following
MaryHarte @5PgNnPBJf4ufWXZ
0 Followers 303 Following
RobertaWoolley @DHXQ5qgRRRwNuS8
3 Followers 313 Following Focused on investing in U.S. stocks, happy to discuss stock market trends.
Stacie @Stacie1454495
270 Followers 3K Following
Neverj @Neverj084
26 Followers 1K Following
RR @RR33188357588
28 Followers 83 Following
CharlotteKatharine @U62xPntiAqYUV
8 Followers 409 Following
Another value investo... @RecoveryTrade
3K Followers 5K Following Event Driven, Deep Value w/ Catalyst, Real Assets. 中文/Eng
PapaBear @PapaBear_35
60 Followers 221 Following LT Investor Public/Private Equity and Early Stage Disruptors...Tweets are not financial advice
EstherAnne @OpU1MZVBlJ30c
11 Followers 415 Following
adn102 @adn1023
439 Followers 3K Following
Tai Juan Semi @SolutionOrganic
1K Followers 3K Following Foodie, Hip Hop Head, State capacity libertarian
Jimmy's Trust Fund �... @JimmyTrustFund
571 Followers 3K Following Dad. Husband. Investor. Reader. Explorer. DM open. @saprolings Co-Founder
Krill Investments @CKriezis
24 Followers 3K Following
Antonio Lopez @antoniolophez
23 Followers 3K Following To thrive you must first survive - Quality over Quantity - Second level thinking - If you can’t decide, the answer is no - Antifragility
Aidan W Steele @__steele
9K Followers 2K Following I try to tweet novel things about AWS.“Shit-poster extraordinaire” according to @LastWeekInAWS. He/him. AWS Serverless Hero
Kinnaird McQuade 💻... @kmcquade3
6K Followers 2K Following Chief Security Architect @BeyondTrust. Follow for AI, Hacking, Startups. Founded @NightVision_inc. Ex @Square, @Salesforce 🇵🇭🇺🇸 wrote Cloudsplaining
Nick Frichette @Frichette_n
6K Followers 2K Following Staff Security Researcher @datadoghq | DEF CON/Black Hat main stage speaker | he/him | OSCP OSWE | Tweets are my own | Created https://t.co/QGWMJjv9pc
Scott Piper @0xdabbad00
19K Followers 317 Following https://t.co/EXe2MI2DLm Cloud security historian. Developed https://t.co/ZXFwkuxUp4, CloudMapper, and Parliament. Organizer for @fwdcloudsec. Researcher at @wiz_io ✦
Marco Lancini @lancinimarco
6K Followers 371 Following 💼 Principal Security Engineer 💬 I tweet about Cloud Security and technical leadership ✍🏻 Subscribe to https://t.co/MR69KiF8RH 📚 https://t.co/TrQKzxfnYg is out now!
Clint Gibler @clintgibler
22K Followers 563 Following 🗡️ Head of Security Research @semgrep 📚 Creator of https://t.co/xwtIAI0CuJ newsletter
Chris Farris (@jcfarr... @jcfarris
2K Followers 464 Following Cloud Security nerd @fwdcloudsec Organizer | Warning: Snark ahead | @[email protected]
Matt Fuller @matthewdfuller
2K Followers 1K Following 💭 Building https://t.co/qF4lN20a4l (better AWS console), https://t.co/dRqqZlMIFL ("open in AI" links) 🛡️ Cloud Security EM @Stripe 🤝 Ex-Founder @CloudSploit_ (sold)
Ashish Rajan 🤴🏾 @hashishrajan
4K Followers 1K Following CISO | Helping CISOs & Tech Leaders navigate GenAI & Cyber Risk Strategy | Host 🎙️ @CloudSecPod + @AISecPod | Men’s fashion
Forrest Brazeal @forrestbrazeal
38K Followers 208 Following Purveyor of good tech things. prev. @google
JS0N Haddix @Jhaddix
167K Followers 7K Following CEO, CISO, Trainer, Hacker, and Speaker. Cybersecurity + Hacking + AI + Sec Leadership @arcanuminfosec
Christophe Tafani-Der... @christophetd
6K Followers 1K Following 302 Location: https://t.co/tP3JTD3HQp
Ashish “Logmaster�... @ashishlogmaster
911 Followers 1K Following First principles, IT historian trying to prevent repeating mistakes from prior years... Lover of Logs….Tesla, Apple, BloombergTV fan
Aaron Levie @levie
2.5M Followers 716 Following ceo @box - unleash the power of your content with AI
Cloud Security Podcas... @CloudSecPod
3K Followers 1 Following Award Winning Top 10 Ranked CyberSecurity Podcast in US,UK and Aus. Learn Cloud Security in Public Cloud the unbiased way from CyberSecurity Host: @hashishrajan
Nick Jones @nojonesuk
1K Followers 822 Following Global Head of Research @ WithSecure, Programme Lead @ fwd:cloudsec EU. AWS/cloud security, automation, DevOps and attack detection. Opinions are my own.
Dave Kennedy @HackingDave
223K Followers 6K Following Founder @Binary_Defense @TrustedSec Co-Owner https://t.co/HQC75WhdJh. @WeHackHealth Pod. God + Family/Hacker/CSO/USMC/Intel/Fitness. Make the world a better place.
Dr. Anton Chuvakin @anton_chuvakin
41K Followers 9K Following Information security - #SIEM, #DFIR, #EDR formerly at Gartner! Now @GoogleCloud Office of the #CISO; host of @CloudSecPodcast https://t.co/VpKtfz8nXG
Dan Lorenc @lorenc_dan
11K Followers 2K Following OSS Supply Chain Security. Founder/CEO/Primary Ariba Admin at https://t.co/sGmuUU9JbG Sigstore: https://t.co/dWKlyYu6kv
houston @hhopk
1K Followers 4K Following Dedicated cheap skater who keeps data. I do cloudy stuff and things. Cloud Security Forum moderator and a fwd:cloudsec organizer
Max Francoeur @0xMaxFrancoeur
480 Followers 764 Following 👨💻SDM - Value, Special Situation & Opportunistic Investing 📊
Smartkarma @smartkarma
8K Followers 2K Following The Investment Intelligence Platform trusted by global leaders. (Tweets are not investment advice).
Wolf of Harcourt Stre... @wolfofharcourt
18K Followers 408 Following Understanding the world of investing, one number at a time | Newsletter covering research reports, earnings reviews and transparent portfolio insights
MergersandMishaps @MishapMergers
19 Followers 45 Following
Tarek Antaki @TarekAntaki
663 Followers 499 Following my investment journal. long private & public compounders, special sits, value & shorting garbage. posts are not advice & for info purposes only
The Icahnist @TheIcahnist
23K Followers 347 Following Private Equity. Exploring the minds behind the biggest buyouts.
Scripted Value @scriptedvalue
403 Followers 827 Following Investing in cheap businesses 🔍 Generating extra income from great companies 💰 Follow my journey 🧐📍
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
Catalyst Bulletin @DealintCB
2K Followers 276 Following Daily summaries of corporate events in global markets. Live event monitors, actionable ideas and insights for subscribers (link below). Not investment advice.
PolePositionInvesting @PolePosInvest
927 Followers 67 Following Value-driven investor focused on Polish stocks & bonds. Based in Switzerland, investing since 2004. Helping foreign investors navigate the Warsaw Stock Exchange
Century Egg Credit @yummyCenturyEgg
2K Followers 464 Following Smells like shit, but tastes like rotten eggs...if you like that type of stuff https://t.co/uVm8nlfBWm
Anthony @HalvioCapital
2K Followers 290 Following Constantly curious. There are no bad assets, just bad prices.
Cletus_Invests @InvestsCletus
877 Followers 532 Following
Matthew Harbaugh @themattharbaugh
3K Followers 359 Following Quality-Growth Investor | I study great investors and share their insights with you | Helping you earn a high return on your Invested Capital
Robles Investments @RoblesBlake2Cr
75 Followers 177 Following Inversor a largo plazo con background en TI y ciberseguridad. Comparto ideas de inversión. Seguir aprendiendo es la única manera de llegar a tus objetivos.
Markus @ValueByMarkus
992 Followers 984 Following Passionate about investing, markets, and technology. I invest in quality and growth - at a reasonable price. Background in banking & operations.
Ryan Telford @RTelford_invest
7K Followers 319 Following Quant microcap investor, engineer, Founder of "GUTS" investing. Head of Evidence Based Research @MicroCapClub. Portfolio123 creator, ext. free trial below
DepressedOptionsTrade... @account_blown
16K Followers 2K Following MACRO-FORECASTER. GEOPOLITICAL-WAR-STRATEGIST. FORMER CIA&MOSSAD INTELLIGENCE. PROFESSIONAL TRADER IN THE CHICAGO PITS 25+ YEARS. FOUR PhDs. stay at home dad.
Emil Hartela @emilhartela
666 Followers 383 Following Investing in the future; writing about stocks, markets, and my journey. See Substack below.
Vita Coco @VitaCoco
53K Followers 2K Following I know not everyone likes coconut water, but I’m just hoping you’ll like me for my personality.
Ken Sadowsky @thebevwhisperer
751 Followers 374 Following “The Beverage Whisperer” | @smartwater @vitaminwater @hint @vitacoco @essentiawater & many more | Student of the beverage industry
Simeon Research @SimeonResearch_
7K Followers 323 Following 🎯 | Spotting early compounders, serial acquirers & niche businesses 📊 | Actionable Ideas, analysis, and deep dives on all small caps worldwide
Corocota @corocotacap
251 Followers 182 Following Inversor privado. $SPYR $ALSTI $NA9 $MS.MI $RES.MI
GSP @GlobalStockPick
6K Followers 733 Following Fish where others don't, example: 🇭🇰 , 🇸🇪 , 🇸🇬 , 🇪🇸 , 🇮🇹 CAGR +16%, Aim for margin of safety with rev growth, now also on @Healthstockpick
Stock Detective @stockreveal
984 Followers 1 Following Busting through your favorite #FinTwit paywalls. Tag me for the ticker.
Jon Kingston 💻 @equitybaron
3K Followers 1K Following Founder/writer @capitalemployed and ROE The Boat newsletter. Posting nonsense about obscure stocks.
Vadim M @Vadim940
163 Followers 524 Following Looking for European quality companies. I mainly focus on the Nordic and Baltic regions. 📈
smallvalue. @dipinvest
3K Followers 284 Following Learning from folk smarter than me. Investing in small and/or micro-cap. Concentrated portfolio. Tweets are not investment advice.
Chadvestor Vici @ChadvestorVici
727 Followers 381 Following Go walk. I buy cheap, and I bet big! Small cap value enjoyer Just talking my book, and writing down thoughts Not Investment Advice
ÁlvaroJS @AlvaroJS90
1K Followers 635 Following Economics Degree | Postgraduate in Financial Markets | Portfolio Manager | Fundamental Analysis | Austrian Economics | #Bitcoin
Stock Analysis Compil... @StockCompil
8K Followers 629 Following I read a lot of hedge fund letters. I share the best ideas here and in my newsletter (with links to the letters) : https://t.co/FKtknwEaPC
Edwin Dorsey @StockJabber
117K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Founder @FOIAsearch. Email: [email protected]
Ben Kizemchuk @BenKizemchuk
7K Followers 64 Following Senior Investment Advisor and Portfolio Manager at Wellington-Altus. Tweets are not investment advice. DM with your financial planning and investment questions.
Mikro Kap David @david_katunaric
13K Followers 579 Following turning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
Undiscovered Value & ... @yetundiscovered
3K Followers 27 Following 🔭 Undiscovered value & growth #stocks worldwide | 📚 Deep dives, analyses, and stock discoveries | 🎧 Listen on Spotify | 🛑 Not financial/investment advice
KonekoResearch @KonekoResearch
4K Followers 453 Following
Toni @Toni11443724
391 Followers 1K Following Seeking for Value Investing insights. Spanish private investor.
Deep Value Situations @DV_Situations
13K Followers 199 Following The name says it all. Not investment advice.
Nadia Asparouhova @nayafia
29K Followers 359 Following cloudcat // new book about ideas that don’t spread: https://t.co/uzsSATzbSW
Piker Capital @PikerCapital
10K Followers 488 Following Sharing views on financial markets and the economy ✍️
Yellowbrick Investing @joinyellowbrick
23K Followers 59 Following The best source of market-beating stock pitches in the world at https://t.co/TnE1hsXWqj
John F @Johnsrf_
28 Followers 141 Following Investor. Chairman, Third Age Health. NZX listed $TAH.NZ
Livan @SimplerInvestor
726 Followers 453 Following Private Investor. Non-Discretionary Commercial/Professional Services. Opinions are not Investment Advice. https://t.co/KLhIKLgEPz
Gustavo (Mexican Inve... @InvestorMexican
15K Followers 187 Following I share investment ideas and my stock portfolio. Mostly micro/small-caps. Portfolio returns: | 2022: -12% | 2023: +45% | 2024: +46%Trends for United States
You might like
