Return on Cap @returnoncap
Patience, consistency, discipline, rationality. Aggressive Saving. Conservative Investing. High ROIC, high NOPAT margin, gushes of FCF, reasonable prices. compoundingchronicles.substack.com Joined November 2021-
Tweets5K
-
Followers4K
-
Following304
-
Likes10K
Charlie Munger always said it's unbelievably hard to compete against the fanatics, Jim is a total football fanatic. You can feel it in the way he speaks. Excited to follow the Chargers in the coming years
Charlie Munger always said it's unbelievably hard to compete against the fanatics, Jim is a total football fanatic. You can feel it in the way he speaks. Excited to follow the Chargers in the coming years
“All roads lead to real estate,” said Michael Burke, who is head of $LVMH Fashion, the division that comprises of eight fashion brands, and has long worked on the company’s real-estate projects. When it comes to LVMH’s biggest property investments: “we’re creating a city.”
Theres always another social tier to aspire to no matter how rich you get. The best state you can achieve is to be content with what you have. There's great freedom in being unshackled from the folly of the masses and the hedonic treadmill.
I think $META numbers were really good and I think Zuck is actually going to nail AI because they have platforms that it will benefit users on. They should ramp down the helmets and glasses tho imo
I think $META numbers were really good and I think Zuck is actually going to nail AI because they have platforms that it will benefit users on. They should ramp down the helmets and glasses tho imo
I want to own part of a company that finds an extremely strong niche, raises prices thoughtfully and consistently, runs the company at absolutely barebones expense and returns all the money they make to shareholders
@qcapital2020 How the earnings are made really matters. Multiples are a shorthand and need to be examined in context with growth, sustainability, roiic. This is why I hate comparing multiples for indices over time or cross region. What’s in the index and how do they make $? Not the same
My personal opinion is that around $440 is a pretty reasonable price for $MSCI
Whats happening with $SPOT regarding pricing and cost discipline is interesting to keep an eye on IMO
Whats happening with $SPOT regarding pricing and cost discipline is interesting to keep an eye on IMO
I would kindly ask for the opportunity to add to my $AMZN position again below $150
patience is paramount—you're planting oak trees, not cabbages
$META is in a tough business. Always having to stay ahead of what's popular and engaging. Constantly fighting off TikTok, Snapchat and whatever else is around the corner trying to take people's attention
How likely is it that $V and $MA get disrupted and lose their moat by payment technology advancements over the next 10 years?
$MCO and $SPGI surviving 2008 and prospering thereafter is everything you need to know about the terminal risks of these companies
If you had to pick a single company that is the most indestructable and immune to any economic to consumer environment with a high degree of certainty that their earnings will be higher decades from now, what would it be?
Another YouTube hype stock gets bought for pennies of what the influencers touted them at
Another YouTube hype stock gets bought for pennies of what the influencers touted them at
The utility of $GOOG free software is amazing. Even though we pay for it with our data, Google Maps, Gmail, Calendar, Tasks, Authenticator, Lens are brilliant free products! Considering others make us pay a subscription but then also sell our data. Looking at you $NFLX
Bezos once said that Twitter is just information snacking. That's always stuck with me for some reason.
I like $IBKR. Founder led, scale economies shared (low cost provider moat), low customer acquisition cost, word of mouth marketing, the margins are great and has a decent growth runway. Ultimately it excels at choice and cost which are people's biggest consideration.
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HDaniel Pronk @PronkDaniel
7K Followers 105 Following 220,000 YT subscribers. Co-Founder of Stock unlock #1 Best Seller on Amazon https://t.co/xvaMJJkGepBrad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯Heavy Moat Investment.. @stonkmetal
17K Followers 807 Following Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial adviceCharlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony WhiteQuartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.Ethan Tucker @TheGarpInvestor
5K Followers 1K Following Run a family investment office. Invest in a GARP equity portfolio and industrial RE w/ focus on outdoor storage. Transacted over $30M in REJerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.Barry Schwartz @BarrySchwartzBW
30K Followers 257 Following Chief Investment Officer at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!Matthew Cochrane @TheMattCochrane
38K Followers 984 Following Investor | Writer | Detective | Sinner saved by grace I tweet about investing in the stock market.Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidadThe Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1BCC Visuals @CCVisuals_
4K Followers 477 Following Enjoyer of data, charts, and businesses that print moneyBrett @CCM_Brett
10K Followers 2K Following Tweeting to get pushback on ideas. Listen to @chitchatstocks (or else)The Investing for Beg.. @IFB_podcast
31K Followers 133 Following Breaking down the stock market for beginners, using everyday language | Available everywhere | Sign up for our Nuggets emails to continue your learning ⬇️Simon Handrahan | MOS.. @MoS_Investing
10K Followers 631 Following Author and investor at https://t.co/bDt3HB7jmC국밥투자 @gukbap_invest
3 Followers 29 FollowingNicole @okuhara62nicole
2K Followers 4K Following[email protected].. @WillisJamesc
238 Followers 2K FollowingBeverley100 @JP18064
71 Followers 619 FollowingTerhoH @TerhoH
2 Followers 676 FollowingLeah Zamora @cutieannzley
140 Followers 674 Following Dividend growth investor | Busy building a cashflow machine | Passive Income | spread the love and dividends. Portfolio: $TSLA $ORCL $MA $MSFT & $CSCOashigarami @ashigarami
637 Followers 6K FollowingSllull @Sllull3
9 Followers 30 FollowingJorge @jorge_tomas8
762 Followers 5K Following Glory to Ukraine I Catalunya lliure !!! 🇺🇦🇺🇸🇪🇺🇬🇧🇫🇷🇱🇻🇫🇮🇨🇦🇵🇱🇨🇭🇧🇻🇦🇹🇭🇲🇹🇷🇪🇪🇹🇩🇬🇷🇮🇱🇦🇲🇦🇩🇩🇪🏳️🌈🇪🇸🏴☠️insights @insights_alpha
80 Followers 2K FollowingBobby Vas @vas_bobby
10 Followers 338 Followingharvard homeboy @harvard_homeboy
143 Followers 763 Followingwefiwejf wefewf @WWefewf46696
8 Followers 80 Followingjoa @bjfmc0
136 Followers 1K FollowingNived Gopakumar @nivgopakumar
93 Followers 2K Following “In the beginner’s mind there are many possibilities, in the expert’s mind there are few” - Shunryu SuzukiDaniel @TheAgileVoyager
58 Followers 136 FollowingGonzalo Martin @qualitysnowball
2K Followers 245 Following Investing in the stock market📈 | Long term oriented ⏳| Quality at fair prices💰| Focused Portfolio 💼 | Currently preparing CFA Level IIMindful Compounding w.. @MindfulCompound
42 Followers 90 Following Investor in high quality businesses, led by great management while buying them at reasonable prices. Writer of a (periodic) blog on quality investing!Juan @JuanGutirr48248
3 Followers 86 FollowingRafa Moral @rafmoral_inv
4 Followers 33 FollowingJohn Graft @graft_john
129 Followers 455 Following take a simple idea and take it seriously https://t.co/BqgLGYdZLmWillis @talkinboutwill
10 Followers 256 Following Had to start an account so I could read Twitter, but don’t expect a lot of tweets from me! MUFC fan + Vintage Pokémon sticker collectorLuis @LuisHR47
0 Followers 6 Followingdgoff @LongmanCapital
308 Followers 2K FollowingBaystreet Rising @BaystreetRising
6K Followers 7K Following Stock market investor, entrepreneur, Purveyor of the Small-Cap markets. Tech, Resource stocks, Crypto, TSXV, CSE, TSX #Tech #MiningH Capital @hcapinvesting
43 Followers 135 Following M&A Consultant and ex-Venture Capital Analyst. Cheap, predictable growth, cash generation, long runways and ample doses of margin of safety. Long only.stenep @stenep1
13 Followers 90 FollowingKuku Sabzi @kukusabzi1
160 Followers 2K FollowingLucky Lime Capital @LuckyLimeCap
29 Followers 327 Following Not investing advice; do your own homework. My uninformed opinions only; often mistaken.Tom Ami @tomam83
106 Followers 303 Followingboatshore @User17449
42 Followers 104 FollowingAdam Cheng📊📈�.. @AdamCheng89
669 Followers 5K Following Disclaimer: Tweets ≠ investment advice. They're personal opinions, not recommendations for trading. Do thorough research before making investment decisions.knauserino @knauserino
58 Followers 302 FollowingClark S Soucy @hkstockobserver
760 Followers 5K Following Bangkok & Singapore | Bitcoin Mining | Capital Markets | Semiconductors | Looking to work in BitcoinIncrimmental @incrimmental
52 Followers 1K FollowingMicro Macro Marco Pol.. @mmmpcap
59 Followers 188 FollowingDiana @dianalistarz
147 Followers 608 FollowingLaMar @nurlesezugriff
46 Followers 172 FollowingAlex Fitzgerald @AlexFitzge40055
43 Followers 329 FollowingReluctantly Anonymous @ReluctantlyAnon
93 Followers 235 Following Carrying on an undertaking of great advantage but no one to know what it is; Likes ≠ endorsementMarsden St Capital @MarsdenCapital
2 Followers 258 FollowingCassandra B.C. @michaeljburry
1.5M Followers 0 FollowingBrian Feroldi @BrianFeroldi
543K Followers 506 Following I demystify the stock market | Author, Investor, Teacher | Tweets about money & investing | 90,000+ investors read my free Long Term Mindset newsletterValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5HDr. Parik Patel, BA, .. @ParikPatelCFA
631K Followers 983 Following Aswath Damodaran 🙏🏾 Dhandho Investor Chapter 3:4 🐂 | God first, full employment second 😤 | Investor @SamosaCapital | Subscribe to my newsletter 👇🏾Daniel Pronk @PronkDaniel
7K Followers 105 Following 220,000 YT subscribers. Co-Founder of Stock unlock #1 Best Seller on Amazon https://t.co/xvaMJJkGepWasteland Capital @ecommerceshares
95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯Long Equity @long_equity
50K Followers 143 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiEHeavy Moat Investment.. @stonkmetal
17K Followers 807 Following Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial adviceDividend Growth Inves.. @DividendGrowth
204K Followers 295 Following Dividend Growth Investor Long term buy and hold investor focusing on Dividend Growth StocksChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqMohnish Pabrai @MohnishPabrai
211K Followers 949 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.Charlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony WhiteQuartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.App Economy Insights @EconomyApp
181K Followers 383 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make MoneyPythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.Charlie Bilello @charliebilello
595K Followers 144 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day.Morgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel GroupRob Koyfman @koyfman
3K Followers 469 Following Founder and CEO of Koyfin @KoyfinCharts, financial data and analytics to research stocks, ETFs, Mutual Funds and market trends.Lily @nope_its_lily
76K Followers 2K Following CIO and founder. Tweets are not financial advice and autodelete. Tweets do not reflect my employer's views. Lily's Forever Portfolio: https://t.co/f0mNuyrjaJHunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraithDomDom @BeachStreetGrp
134 Followers 701 FollowingGuillermo @NeuroStockDoc
5K Followers 1K Following MD. Neurologist. Journaling investing journey. Micro through Large Caps.Ana Mostarac @anammostarac
58K Followers 777 Following Antifragile outcome independent technology motherUmami @umamivalue
2K Followers 2K Following A mean reversion guy in a secular trend world // Trying to keep it simpleJerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.Kira (Amy’s burner) @Klaudnin3
395 Followers 5K Following L/S TMT Investor, tweets are not investment advicethemis @scalethemis
2K Followers 2K Following stocks, tech & investing | tweets are not investment advicebob mortimer @RealBobMortimer
1.2M Followers 204 Following in our home, in our special drawer, we keep all the items we adore. in a sterilzed cabinet they are kept, and the surrounding environs are regularly sweptSVN Capital @SvnCapital
10K Followers 338 Following Founder, Portfolio Manager - SVN Capital "Money often costs too much" - Ralph Waldo Emerson Disclosure: https://t.co/mPynSZsgwRLord Darlington @LordDarlington5
844 Followers 2K Following Long-term Investor. Owner of Darlington Hall. Pheasant hunter. History buff. Classic films. 🇺🇸🇰🇾🇬🇧Internal Tech Emails @TechEmails
525K Followers 900 Following Internal tech industry emails that surface in public records. 🔍Danny Parkins @DannyParkins
66K Followers 1K Following Pipeline to the Pros: How D3, Small College Nobodies Rose to Rule the NBA out April 16th! Preorder below. Portion of every sale goes to brain cancer research.Investing visuals @ZeevyInvesting
5K Followers 34 Following Creator of visuals about investing | I share my investment journey | Working in tech | Build Notion templates for investors | https://t.co/BESBjAQg9aFrancis @InvestiAnalyst
33K Followers 878 Following Founder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research @contrary @Contrary_Res, Ex AI PM.Portsea Capital @portseacapital
4K Followers 404 Following tech/consumer takes. looking for a seat. I write longer form thoughts in my newsletterAswath Damodaran @AswathDamodaran
393K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.SpaceX @SpaceX
34.5M Followers 113 Following SpaceX designs, manufactures and launches the world’s most advanced rockets and spacecraftTechCrunch @TechCrunch
10.3M Followers 460 Following Technology news and analysis with a focus on founders and startup teams. Got a tip? https://t.co/J0WxnZxSRYD invests 🏴�.. @DRGinvests
2K Followers 391 Following 💡Price is what you pay. Value is what you get 💡 Looking to build financial freedom 📈 🚨 Tweets are my OWN opinions & NOT financial advice 🚨Cyan Banister @cyantist
59K Followers 3K Following Investor at Long Journey Ventures, artist, joy amplifier. subscription fees go to Inflection Grants: https://t.co/uSqtEEfUf3Daniel Zhang @CXODanielZ
3K Followers 79 Following Long-term compounder of assets, experiences and most importantly, hapinness. CXO @ Teqnion.Durable Value Creator.. @DurableCreators
4K Followers 280 Following Searching for high-quality, durable businesses with robust competitive advantages, runways for growth, and a history of creating value for shareholders.Jiggy Capital @jiggycapital
5K Followers 992 Following 26. Here to learn and discuss stocks. Seller of SaaS by day. Big Lake Michigan guy. Just having fun with it 🤝Ohio’s Tate @BarstoolTate
71K Followers 1K Following @BarstoolSports - 2015 National Champion 💍 - 2020 Ohio HS State Coach of the Year - Member Of The 4️⃣1️⃣ Consecutive Free Throw Team - #OhioVsTheWorldBoston Omaha News @BostonOmahaNews
707 Followers 80 Following Our goal is to share Boston Omaha news & insights with the BOC investing community. We have no links to Boston Omaha corporation.RTB 🚀 - AKA Mr Wen @RaisingTheBAR47
15K Followers 898 Following Challenging ShitCo+Ponzi mgmt and Furus on their BS. Not investment advice. I’m an idiotnuancerocket @nuancerocket
4K Followers 637 Following late-stage capitalist. unreliable narrator. fail better.Ons Jabeur @Ons_Jabeur
389K Followers 121 Following Dreamer. Wife. Daughter. Sister. Crazy about football & music. 🇹🇳 professional tennis player. ❤️🎾 Management [email protected]Boba Street Gang Capi.. @bsg_cap
359 Followers 669 FollowingThe Compounding Torto.. @CompTortoise
5K Followers 129 Following Research on high-quality growth companies | digging deep into the financials | serial acquirers | ex. senior finance manager (SME) | Substack newsletterFinChat @finchat_io
14K Followers 3 Following The complete investment research platform for global equities, powered by AI.Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT✨ Constellation Hat.. @NotMarkLeonard
1K Followers 355 Following 🌌 Gazing at the $CSU Constellation Software universe one insight at a time. 🇨🇦Small-Caps📈 $TOI.V Topicus $LMN.V Lumine Group💙 of 🏒⛳️ 🔭 🎶3:10 Value @310Value
7K Followers 4K Following Business analyst. Tuitio fidei et obsequium pauperum. Not investment advice. [email protected] https://t.co/BmHjJLJ1AeJay Cuda @JayCuda
142K Followers 930 Following I post about #WhiteSox & sports stats • 35 • Golfer ⛳️ Woodworker🪚 MSU '11 Civil engineeringJon BK @JonBK1
85 Followers 434 Following CEO at n Industries. https://t.co/uGiGhiudYW We acquire high quality industrial/B2B businesses in the UK.Mat Roiss @InvestRoiss
7K Followers 275 Following Value Speculator. Inspired by Druckenmiller and deep value. Love shorting and getting burnt by it. 🇺🇦 Fennecs are a awesomeLion-Cubs | Small-Cap.. @LionCubsFund
4K Followers 467 Following Small-Cap Specialist | Investing/Stocks | Quality | Growth | Value | 100-Bagger Hunter | Fin-x-er | Not Investment Advice.nicholas slater @patviera
5K Followers 2K Following Merrill Head of Tech Market Making 1986-2003.Disclosable stakes:Csfs(6p),Spsy(17p),Blu(0.10p)Kino(11p) Osi2p,JLH(0.8p)myx(30p) DYOR 5 time Chandos tennis champGeorge Hadjia @GHadjia
8K Followers 1K Following Founder - Bristlemoon Capital Writing about companies to help you understand them Subscribe https://t.co/qMdR4HXhka Views not investment adviceAdam Schefter @AdamSchefter
11.0M Followers 4K Following ESPN Senior NFL Insider. Interview & Podcast Requests: [email protected] Host of the Adam Schefter Podcast https://t.co/oz43ix5jZUMboneHD @MboneHD
21K Followers 994 Following Sports Content Creator | TikTok: MboneHD丨YouTube : MboneHD | @caughtlookingfm | Business : [email protected]Investment Wisdom @InvestingCanons
70K Followers 50 Following Sound investment principles, wisdom, and inspiration from the best investors and thinkers. Follow me to think about investing and decision making more wisely.@yourealazyfvck Very safe, recession proof investment with 16% yield
I think the vision pro gets cancelled. $AAPL
Reminder the guys willing to go into the weeds on this stuff are doing God's work.
New letter on DOJ v. Google patient-capital.de/s/Investor-Let… Judge Mehta hears closing arguments this week, I discuss what's next. cc ppl (all worth a follow) who might be interested in p. 23ff. testimonies/EU choice screens: @borrowed_ideas @compound248 @benthompson @JerryCap @PythiaR
This is unequivocally and objectively freaking insane from Kyrie Irving, if he did this in 1960s, they would have accused him of witchcraft
People really think this puppet master just left $MSFT Trilly Gates is always there, lurking, in the shadows
$MSFT ❖ BILL GATES NEVER LEFT; INSIDERS SAY HE'S STILL PULLING THE STRINGS AT MICROSOFT What you read is not what's happening in reality," another Microsoft executive said. "Satya and the entire senior leadership team lean on Gates very significantly. His opinion is sought…
"Look at Buffett; he's one of the best writers ever in the business world. It's not a coincidence that he's also one of the best investors of all time. If you can't write clearly, it is my opinion that you don't think very clearly. And if you don't think clearly, you're in…
Speaks for itself IMO
It will always and forever always be 250 GTO. Above all else.
As 90% of FinTwit are men, let’s have some weekend fun. What’s the most beautiful and iconic car ever built? I will start.
“Mom I frew up” ass posture
@elonmuskADO X should be the holding company that owns Twitter and Twitter should be Twitter.
"Michael Penix is a great player but that's not the conversation here.. This is just a lack of a plan by the Falcons.. I hate to break the news to Terry Fontenot but if Penix sits for 4 years you're gonna have to pickup his 5th year option without him playing" ~ @mlombardiNFL
Gartners bearish Google take getting rekt
Gartner: "By 2026, Google will lose 1/4 of queries to AI" Datos: "Really? Let's investigate that claim with data from millions of real Internet users." datos.live/predicted-25-d… Embarrassing that this rebuttal isn't getting the traction of the original.