Drew Dickson @AlbertBridgeCap
Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP. albertbridgecapital.com/drews-views/ Joined September 2017-
Tweets19K
-
Followers24K
-
Following221
-
Likes44K
@EmmetPeppers But, as you also know, the narrative is strong with this one, and the holders of the stock aren't ready to do that. Right now, in my view, most buyers of the stock are not investing in future cash flows, but hoping to sell it at a higher price to other investors chasing it.
@EmmetPeppers Hey Emmet, hope you are well. It has been a while! Yes, I know they are forward looking. And the narrative is strong. One day, $SPCX longs will have to model out those forward years, how much profit there may be, when it will arrive, and then discount that back to today.
$5 billion of losses in the last year, and a $2.2 trillion market cap. Even if it had $5 billion of gains, that would be a P/E of 445x. This is epic. $SPCX
@JamesBe40706537 @EmmetPeppers I argued that the auto biz would underperform expectations. It has. In late '22, the Street anticipated $11 of EPS by '28. Today, that number is down 80% to $2.40. I was never negative on Elon himself, or his ability to manage the narrative. @EmmetPeppers will attest.
@ptuomov @EquityQuant Space X about to change that game.
@_HarryVish Only one baseball player, and he is 24th! Who you thinking’, Tendulakar? Kallis?
In terms of dominating a sport, literally three times as good as anyone else, it has to be Tiger.
🚨 ESPN has named the Top 25 athletes of the 21st century. 1. 🇦🇷 Lionel Messi 2. 🇺🇸 Michael Phelps 3. 🇺🇸 Serena Williams 4. 🇺🇸 LeBron James 5. 🇺🇸 Tom Brady 6. 🇨🇭 Roger Federer 7. 🇺🇸 Simone Biles 8. 🇺🇸 Tiger Woods 9. 🇯🇲 Usain Bolt 10. 🇺🇸 Kobe Bryant 11. 🇷🇸 Novak Djokovic 12. 🇪🇸
@charliebilello I would have thought they were equal. Unless the buyers are buying multiple houses.
And you have to read the comments. People actually said those things, and meant them.
Ether Rock down 93% since, and Florida waterfront real estate is up, significantly. Those were the days.
I’m Chelsea, and glad Arsenal lost. But those saying anything negative about Arteta are misguided. The guy took his team to penalties in the Champs League final against the best team in the world. Penalties are random. You’d all think his strategy was brilliant if they’d won.
Wow.
This is a first. Yesterday, BYD announced that they will offer full damage coverage for owners using their God’s Eye Level 2+ Urban NOA system in China. BYD is providing one free full year of 100% damage coverage (vehicle repairs, third-party property damage, and personal
@jposhaughnessy @BullandBaird Same.
Are you serious? Already? Well, at least it was Kai Havertz.
What did Michael Jackson and Axl Rose have in common?
Well, technically, it is undefined. The “coke”s cancel each other out and you are left with “diet” divided by “zero”. And you’re so wrong anyway, Michael. 😏
Coke Zero is infinitely better than Diet Coke In fact, all the zero sodas are incredible
Typo there. You meant an = sign. Gotta call it a draw.
Allman brothers > Skynyrd
“I can!”
I honestly can’t think of another athlete whose legacy took as big of a hit late in their career as Aaron Rodgers.
The obvious favorites are the ones most of us want to see win, but it just seems pretty random to me today.
This year’s PGA Championship is being held at Aronmink Golf Club, just outside Philadelphia. Today is the final round, and the field is tighter than any major I remember. A thread:
Christopher Bloomstra... @ChrisBloomstran
128K 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.
Emmet Peppers @EmmetPeppers
93K Followers 372 Following Fallibilist | Founder - Good Soil Investment Management | @GoodSoilInvest https://t.co/ZXVsLwZSTN | Interests: Investing, Tesla, New Tech, Ketosis, Podcasts
Clifford Asness @CliffordAsness
237K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Jim O'Shaughnessy @jposhaughnessy
191K Followers 5K Following https://t.co/HGYG4UoYts 🎙 https://t.co/EgEFb3o46Q
Matt Smith @nerdalert
58K Followers 649 Following Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 7 young kids. Catholic. Tweets are not financial advice!
Nick Maggiulli @dollarsanddata
188K Followers 425 Following Helping people build wealth since 2017. Author of Just Keep Buying (https://t.co/8gu4qZ7MWy) & The Wealth Ladder (https://t.co/3lGb0qPuin)
Gavin Baker @GavinSBaker
251K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Corey Hoffstein 🏴�... @choffstein
84K Followers 1K Following CEO & CIO, Newfound Research | 🥞 Return Stacked® ETFs | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Meb Faber @MebFaber
141K Followers 3K Following Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/linHiudqoc Email: mf@cambriainvestmentsJason Zweig @jasonzweigwsj
234K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Pythia Cap: Partially... @PythiaR
70K Followers 994 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Jake @EconomPic
43K Followers 586 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
Cullen Roche @cullenroche
98K Followers 2K Following Founder & CIO @disciplinefunds 📊 | Author of Your Perfect Portfolio & Pragmatic Capitalism 📖| Defined Duration Investing ⌛| Board at Cambria ETFs 💸
Bill Brewster @BillBrewsterTBB
52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Yi @Yitrades
41 Followers 109 Following Prior Top 5 Hongkong Broker Trading Floor trader Yale Asset Management 23' Full Time ICT trader
david @tumanako1234
516 Followers 1K Following
Paco @PaquitoPF
1K Followers 7K Following
peter.silberstein@aja... @financex1988
152 Followers 3K Following
G. Fazzalari @gabriellegf001
14 Followers 127 Following Fan of sports, media, & things that shouldn’t be this entertaining
XTeslaX @ecolign22
88 Followers 515 Following
Charlie Bilello ||@ch... @ChalieB_Chat
26 Followers 938 Following Chief Market Strategist @ Creative Planning Investor | Writer | Reader | Thinker Trying to become a little wiser every day
Michelle fernandez br... @BrownFerna32524
44 Followers 3K Following
MacroRead · FearGree... @MacroRead
255 Followers 2K Following \ Not Financial Advice / https://t.co/VNYYMt2Ljx x https://t.co/pxrHm4oZXY Helps to track Global Market Sentiments & Macroeconomic Indicators.
Sushobhan Mukherjee @Santhal24
2 Followers 326 Following
drako @DrakoMaass
50 Followers 617 Following
4aini4ik @4aini4ik
1 Followers 19 Following
Blind Squirrels @BlindSquirrelCo
96 Followers 460 Following Chief Investment Squirrel gathering nuts & daily stock info. Even a blind squirrel finds a nut every now and then! It is hard to use a computer with tiny paws.
Siddharth Parikh @Siddharth2892
237 Followers 3K Following
Mike Warner @MikeW74053
451 Followers 2K Following
Bennie blades @BladesBennie911
51 Followers 6K Following
Beatrice egli @Beatrice_egci8
152 Followers 742 Following
GreenBull @GreenBigBull
339 Followers 5K Following
Stiofán White @steph50343
17 Followers 105 Following
Logic ☦️ @NobodyNowhere86
257 Followers 60 Following
Madamjulianjames @Madamjulia84483
129 Followers 467 Following What can $50,000 dollars can do for you text me you might be the lucky
SinCompetencianohayCo... @Mateo592069
30 Followers 545 Following
John Fowler @IntrigueJohn
2K Followers 3K Following Building @intintrigue - subscribe for free 👇 Former diplomat in China. Mostly geopolitical news and my thoughts on that news.
Thomas F. Berntsen @ThomasFBerntsen
434 Followers 3K Following
Aditya @phlox0b
60 Followers 7K Following
Matt Bell @mattybell12
75 Followers 244 Following
LowryLetter @LowryLetter
174 Followers 694 Following Maps over noise. Cycles over narratives. Born from Occupy. Sharpened by Bitcoin. Watching the next empire fall.
Harry Tashakori @HarryTashakori
19 Followers 61 Following
Lee R. @flowinprose634
321 Followers 314 Following Father of two, Husband, Pharmacist, and Nerd in General
Juan Carlos @mezabytes
11 Followers 1K Following Founder @ aLP | MBA, CFA | English, German, Spanish ... (T || RT || ♡) != (Investment Advice || Endorsement).
Sam Vargas 🇻🇪�... @AcuitySearch
142 Followers 412 Following Headhunter and big picture, macroeconomic enthusiast.
puppychin @puppychin
7 Followers 205 Following
vikram06 @vikram06
30 Followers 567 Following
Elon's puppet @2019Elon
55 Followers 628 Following
Josh Rogin @joshrogin
259K Followers 20K Following Washington Post Intelligence, Author of CHAOS UNDER HEAVEN. General Secretary and President 4 Life @watchtheramen on IG.
Coolwalk @coolwalk
5 Followers 212 Following
Eugene Ng @EugeneNg
28K Followers 2K Following Founder @ Vision Capital Fund. Investor, author, angel. Invest in companies that reflect our best vision for our future. Musings on investing, business & life.
Christopher Bloomstra... @ChrisBloomstran
128K 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.
Emmet Peppers @EmmetPeppers
93K Followers 372 Following Fallibilist | Founder - Good Soil Investment Management | @GoodSoilInvest https://t.co/ZXVsLwZSTN | Interests: Investing, Tesla, New Tech, Ketosis, Podcasts
Clifford Asness @CliffordAsness
237K Followers 1K Following https://t.co/SqAanFKORB. https://t.co/NbcMFHWbR4. Chaotic good.
Jim O'Shaughnessy @jposhaughnessy
191K Followers 5K Following https://t.co/HGYG4UoYts 🎙 https://t.co/EgEFb3o46Q
Matt Smith @nerdalert
58K Followers 649 Following Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 7 young kids. Catholic. Tweets are not financial advice!
Nick Maggiulli @dollarsanddata
188K Followers 425 Following Helping people build wealth since 2017. Author of Just Keep Buying (https://t.co/8gu4qZ7MWy) & The Wealth Ladder (https://t.co/3lGb0qPuin)
Gavin Baker @GavinSBaker
251K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Corey Hoffstein 🏴�... @choffstein
84K Followers 1K Following CEO & CIO, Newfound Research | 🥞 Return Stacked® ETFs | 🌊 Liquidity Cascades | 📆 Rebalance Timing Luck | ⚡️ Risk cannot be destroyed, only transformed.
Meb Faber @MebFaber
141K Followers 3K Following Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/linHiudqoc Email: mf@cambriainvestmentsJason Zweig @jasonzweigwsj
234K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*
Jake @EconomPic
43K Followers 586 Following An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
modest proposal @modestproposal1
124K Followers 860 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
Cullen Roche @cullenroche
98K Followers 2K Following Founder & CIO @disciplinefunds 📊 | Author of Your Perfect Portfolio & Pragmatic Capitalism 📖| Defined Duration Investing ⌛| Board at Cambria ETFs 💸
Bill Brewster @BillBrewsterTBB
52K Followers 2K Following “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” Bueller, Ferris
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
kab60 @kab604
2K Followers 1K Following I like stocks that go up. Change my mind quickly. Try not to do dumb shit.
George F. Will @GeorgeWill
210K Followers 980 Following Columnist on politics and domestic and foreign affairs
Ivan D. Ivanov @dgradboy_ivan
521 Followers 5K Following Macro investor. Amateur mathematician (number theory) and theoretical physicist (cosmology). Other interests: neuroscience, AI, sci-fi, football ⚽️, MMA, poker.
Stephen Morris @sjhmorris
7K Followers 2K Following @FT San Francisco Bureau Chief. Ex-@Business. Also #Arsenal 🔴 & 🇬🇬
Jonathan Burton @MKTWBurton
8K Followers 2K Following Columnist & commentary editor, https://t.co/PSCi6UAiiR. Investment strategies & trends, market bubbles, investor (mis)behavior, money uses & abuses, unusual suspects.
Larry Siegel @LaurenceBSiegel
1K Followers 910 Following Author of Fewer, Richer, Greener and On Progress and Prosperity. Research dir emeritus @CFAResearchFndn, speaker, consultant. Economics, free markets, progress.
Imran Salahuddin @SalahuddinImran
211 Followers 890 Following Global Investing. Pls do your own research. Specific names mentioned are for informational purposes only.
kingsroadauctionhouse @kingsroadAH
10 Followers 3 Following NAPLES NEWEST STORE 🎊 In-Person & Online Auctions 🕰️Consignment 🪑Estates 🏠 @kingsroadjewelry 💍 📍3196 Davis Blvd, Naples, FL 34104 ✉️ DM or Email us
Eric Markowitz @EricMarkowitz
13K Followers 998 Following Writing a book about the world's most enduring companies, OUTLAST, for @ScribnerBooks | Partner & Investor @NightviewCap. Long Game columnist @BigThink.
Brian Portnoy @bportnoy_
2K Followers 304 Following CEO of @shapingwealth, author of The Geometry of Wealth, and former (and maybe someday again) owner of @brianportnoy.
James Chanos @RealJimChanos
63K Followers 474 Following
Elliot Trexler @elliottrexler
601 Followers 1K Following Head of Ecosystem @ OPEN by @Figure. $26 Billion Total Value Locked | #1 Tokenization Platform | Reinventing capital markets, come join us!
Laughing Water Capita... @LaughingH20Cap
20K Followers 1K Following Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account.
Samantha McLemore @SamanthaMcLemor
4K Followers 443 Following Founder @PatientCM, Value Investor, Student of markets and life, Mom of 3
Ptuomov @ptuomov
6K Followers 3K Following Hollywood films these days: “Dog Day Afternoon 2: All Day, Every Day.”
Jens Balle 🧠 📈 ... @hulemandensdk
768 Followers 462 Following En finansiel Byggemand Bob. Se et problem. Løs et problem.
Andrew Walker @AndrewRangeley
37K Followers 804 Following Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.
Matt Zeigler @CultishCreative
5K Followers 3K Following Personal Archive advocate | Finance stuff | Husband | Podcast Host @panoptica_ai @excessreturnpod @epsilontheory | Music | "You know what love is"
Eric Soda @EricSoda
4K Followers 26 Following Entrepreneur & Investor. Writes Spilled Coffee for Subscribers Across 123 Countries. Author of Two-Way Street: https://t.co/MSeBvBlxVA.
Ian Cassel @iancassel
290K Followers 659 Following Finding great companies early @MicroCapClub // @PlanetMicroCap // @IntelligentCM // Author of "Stock Picker" September 2026
VALUEx @VALUExZH
3K Followers 542 Following VALUEx is a private conference for a group of investors & friends in Klosters and Omaha hosted by @gspier #VALUEx #VALUExBRK
John Mihaljevic @mihaljevic
15K Followers 3K Following Private investor. Author, The Manual of Ideas. Co-Host @twiii_podcast. Host of Latticework, Ideaweek St. Moritz, The Zurich Project. Chairman @manualofideas.
FT Alphaville @FTAlphaville
124K Followers 31 Following The FT’s financial blog. We love balance sheets, financial plumbing, debt crises, margin calls and snark.
Amazing Maps @amazingmap
596K Followers 14K Following Amazing maps brought to your attention. Turn our tweet notifications ON to never miss a tweet! Business/Map Ideas
Tobias Carlisle @Greenbackd
71K Followers 2K Following Founder, https://t.co/rjHtXEyEjy | $ZIG & $DEEP ETFs | Author, Acquirer's Multiple (https://t.co/84Cyi4YgrD)
Heard on the Street @WSJheard
39K Followers 13 Following The first word on what Wall Street is talking about.
Jon Bryant @JonBryant421
2K Followers 3K Following Opinion, analysis of interesting topics; not investment advice. CFA, former buyside, sellside securities professsional. Startup survivor.
Guy Spier 🇮🇱 �... @GSpier
70K Followers 2K Following Father, Husband, Investor, Author & Optimist. My now: https://t.co/OD8KxFzTH9 #FreeTheHostages #slavaukraini #IStandWithIsrael #RejoinEU Investor in Care Rating
Neil 𝕏 @Neil_X10
6K Followers 2K Following Disruption Investor | Business & Stock Analyst | Due Diligence | Institutional Pedigree | Tech. & AI-fanatic | Concentrated Multi-year 10X+ Investments | 🇺🇸
Frank G @FranklyFinances
177 Followers 532 Following
Rick Buhrman @RickBuhrmanSGH
2K Followers 314 Following Co-Founder @ Sator Grove Holdings. Teaching Professor of Investing & The Good Life @ University of Notre Dame. Joys of Compounding Podcast
Daniel Ek @eldsjal
504K Followers 853 Following Father, Principal @ PM - Trying to build things that matter | Founder of Spotify and Neko Health
Joel Cohen @joelmcohen
19K Followers 317 Following Member of the investment team at MIT Investment Management Co, writing especially for emerging managers + early career investors (https://t.co/opkgBmzwUj)
Javier Blas @JavierBlas
391K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' Any views expressed are my own. [email protected]
Taylor Ogan @TaylorOgan
39K Followers 7K Following CEO at @snowbullcapital / Moved to China for investment opportunities / Boston to Shenzhen / Grammar nut
JC Oviedo @JCOviedo6
18K Followers 2K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Warren Redlich - Chas... @WR4NYGov
108K Followers 4K Following AI Stocks Report, Tesla, SpaceX, Nvidia, Google & More. Subscribe for AI Options Strategy.
SurgiFi @FiSurgi
12K Followers 4K Following Homeless kid → Naval Academy → robotic surgeon. I teach money to people who weren't born with a silver spoon. 📖 Book + big news coming in June.
Vitaliy Katsenelson @vitaliyk
28K Followers 873 Following Value Investor | Student of Life CEO @ IMA | Author of Soul in the Game Forbes called me “The New Benjamin Graham”
Toby @bloomt
414 Followers 2K Following Investor. Analyst at Albert Bridge Capital, Columbia MBA. Former international traveler. Posts do not constitute investment recommendations.
Matthew Baredes @BaredesMatthew
3K Followers 50 Following Investor. CBS and UMiami alum. Trying to get a little bit smarter every day. Posts don’t constitute investment recommendations
𝕋𝕒𝕧𝕚 @tavi_chocochip
2K Followers 286 Following Researcher by nature, trying to figure things out. If that works out, I might tweet abt it. I tend to call out logically-inconsistent stuff; it’s not personal.
Clark Square Capital @ClarkSquareCap
32K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. https://t.co/gSuNfoKeyR | https://t.co/4I0vL2hgLj
fly4dat @fly4dat
13K Followers 234 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and Mastodon
























