Bill Brewster @BillBrewsterTBB
“I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE. thebusinessbrew.com In my head Joined April 2009-
Tweets42K
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Followers48K
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Following2K
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Likes49K
If you have have teenage boys, you should read this and have a talk with your teenage sons A similar agreement to drunk driving “no questions ask, will pick you up and we’ll discuss tomorrow” is best IMO Teen Suicides Force Meta, Snap to Tackle Rising Sextortion Problem…
Lol
It's also why institutions hate microcaps and prefer no liquidity (love affair with PE and VC) to some liquidity (microcap). They hate mark to market risk of having some random retail investor influence their portfolio/bonus.
That's showbiz babay!
Also, can we please cancel someone that deserves it and remove his voice from all those awesome Biggie songs. Fuck his intros. They suck. And so does he.
I’ve spent too much time researching Puff Daddy lately. All I know is fuck Puff Daddy. I hope that piece of shit rots in jail.
This is some disturbing stuff. digitalmusicnews.com/wp-content/upl…
"I'm so bullish on US stocks I think you should invest most of your money here. In fact I'm so bullish I think you should put twice as much in the US as any other country. Actually scratch that, I'm so bullish I think you should put 5x as much in the US as any other country.…
BTI and CMCSA rhyme. Arguably too lazy on the balance sheet/capital allocation. Diversified bets. Stonk market doesn’t like either for now.
If you can send $META back to under $100, that would great..
Everyone saying no and I'm leaning probably. Would bet on the billions extending my life.
Everyone saying no and I'm leaning probably. Would bet on the billions extending my life.
Taxing unrealized gains is a terrible idea. Don’t raise capital gains. It will discourage saving and investment. If you’re going to, raise them on very short term holding periods to discourage speculation/trading. Cut them on long term holdings. Close 1031 & carried interest
This is the best Pathward call I can remember. Lots of talk about collateral quality and why opportunities exist. cc @gatorcapital @wabuffo
even worse for an entreprenuer w/ no basis....start a business in Cali from nothing, build it to $5mm, sell it and pay 60% of that in taxes?
a FL/TN/WY/TX/NH/AK resident selling an asset with 30% basis 70% gain, pays ~16% of value to sell an asset. This would rocket that up to 33%. Even higher for state/local taxpayers.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Jerry Capital @JerryCap
41K Followers 563 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.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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”.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Maya_Mitchell @MayaMitche92612
31 Followers 2K Following
Caimin C @CorcoranCaimin
22 Followers 482 Following
Ackman @Ackman11948903
133 Followers 272 Following
Ralph Jones @RalphJones44437
41 Followers 320 Following Trade made easy we make over 50x pumps trading crypto with her on a daily basis, you can join his telegram channel below to see how it works 👇👇👇
Omar N @kingomarnajjar
276 Followers 2K Following
singh_suneetpal @Singh_suneetpal
1 Followers 69 Following
Adrian de Fay @AdriandeFay
55 Followers 389 Following
Andrey Ataev @andrey_ataev
13 Followers 41 Following
Chip @Henkechip
108 Followers 801 Following
Alexis @Alexis95747214
320 Followers 4K Following
Small Penis Patriots .. @Small_P_Trump
237 Followers 361 Following Small Penis Patriots for Trump is a 501(c)3 supporting the ideologies of the first American President with a small penis, President Donald J. Trump 🇺🇸
Errant Equities @errantequities
33 Followers 414 Following
moniez olivier @MoniezOlivier
24 Followers 333 Following It’s not how much we give but how much love we put into giving.”
Titoatha @titoatha73967
1 Followers 73 Following
Jo Anne Mc Cusker @JoAnneMcCusker
1K Followers 5K Following Corp comms exec publicly relating. Capital markets, restructuring, retail. #fightfan 👊🏼 Formers: @PwC @BrainerdComms @JoAnneBarrameda
Daniel Greenfield @DanielG05806268
18 Followers 91 Following
Veer Sethi @veerrsethi
25 Followers 187 Following
ContinentalHomes MGK @continentalHmes
16 Followers 673 Following OFFICIAL A/C FOR @mwahinya89 Property Agent. Real Estate Agent. Estate Management. Land Selling. +2540701505097
Roda Mae Gauiran @rodamaegauiran
165 Followers 392 Following
FastNCurious @FastnCurious12
158 Followers 2K Following
Nagamani Sivanesharaj.. @NagamaniSivane3
559 Followers 7K Following I am faith of god I am searching holy places in the world
BSC claim Airdrops �.. @AirdropsCl41784
9 Followers 143 Following
CompoundShmompound @Shmompounder
708 Followers 404 Following
ab @_flying_V
96 Followers 2K Following anonymously lurking on the interwebs favoriting tweets about law, basketball, and soccer. #Lickface.
Fantasticfox @FantasticfoxA
78 Followers 157 Following interested in Medicine, imaging, investing, psychology and music
Aurelius @Aureliusltd28
4K Followers 218 Following What is essential is invisible to the eye. https://t.co/iw8meAvEkC Opinions, my own & not financial advice.
Lillian_Griffin @Lillian_Griffi1
21 Followers 389 Following
Chase @ValkommenCC
163 Followers 395 Following
Jorge Tomas @JorgeTo68077993
726 Followers 6K Following VISCA UCRANIA I CATALUNYA LLIURE !!! 🇺🇦🇪🇺🇺🇸🇬🇧🇬🇪🇸🇪🇩🇪🇫🇷🇦🇺🇧🇪🇬🇷🇫🇴🇮🇱🇱🇺🇯🇵🇫🇮🇮🇹🇱🇻🇱🇹🇨🇦🇦🇲🇮🇸🇪🇪🇸🇰🇦🇿🇵🇱🇩🇰🇦🇹🏳️🌈🏴☠️
Ava Mitchell @AngieEdmon82641
25 Followers 755 Following
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Jerry Capital @JerryCap
41K Followers 563 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.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
modest proposal @modestproposal1
100K Followers 808 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
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
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”.
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Consuelo Mack @ConsueloMack
7K Followers 178 Following Consuelo Mack WealthTrack on PBS is the only TV program devoted to long-term diversified investing
Akiba Leisman @AkibaLeisman
2K Followers 1K Following CEO of Mako Mining and Executive Chairman of Sailfish Royalty GODL is the new HODL עם ישראל חי
Thoughtsfortomorrow @Thoughtsfortom1
163 Followers 148 Following
William Mankivsky @WilliamMankivs1
257 Followers 662 Following CIO 82 Partners LP; Husband and father; Lifelong learner; Bostonian but Chicagoan at heart...Benet, Hillsdale, University of Chicago, HMC/Adage
Ruth Simpton @RSimpton325
383 Followers 697 Following Family Office Manager / DM's open for managers and investors interested in connecting
John Wake @JohnWake
11K Followers 1K Following Independent real estate analyst. Mostly retired agent. Former agricultural economist - International trade & farming systems. https://t.co/BzxypfPsRh
Gaelan Hanlon @GaelanHanlon
245 Followers 239 Following Works in pension investments. Former geometer, aspires to front a Mark Knopfler tribute band. Tweet about stocks (mostly Cdn) and investing. Not advice, DYODD
DomDom @BeachStreetGrp
144 Followers 700 Following
Jake LaMotta @ragingbullcap
3K Followers 247 Following “The largest cohort systematically ends up doing the wrong thing.” ex-big law. mostly value w/ a catalyst. https://t.co/xK2tMjcHTo
Journal of Neurosurge.. @TheJNS
42K Followers 734 Following Journal of Neurosurgery (JNS), the world's leading journal in #neurosurgery & the official journal of the @AANSNeuro
derek guy @dieworkwear
813K Followers 964 Following Menswear writer. Editor at @putthison. Creator of @RLGoesHard. Bylines at The New York Times, The Washington Post, The Financial Times, Esquire, and Mr. Porter
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
Private Eye Capital @PrivateEyeCap
4K Followers 1K Following Rarely in doubt, Frequently wrong. Stock & REIT ideas. #FinTwit DJ.
SCT @lvgtoft
102 Followers 167 Following
Rafael Resendes @rresendes
1K Followers 920 Following Friends. Travel. Food. Co-Founder, Applied Finance https://t.co/xlFfgLDtTR
feebase @parkstreetbets
273 Followers 569 Following I like cheap free cash flows and folks on $TWTR. Not investment advice
AltayCap @AltayCapital
8K Followers 920 Following Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji
TechStockFundamentals @TechFundies
6K Followers 355 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Nick Saltarelli @nickywonka
6K Followers 1K Following I tweet thoughts that come to mind as I'm working towards building a $100 million in revenue (currently at $20 mil) Chocolate Business. Mid-Day Squares
smilingvolatility @themandariin
44 Followers 710 Following everyone will be world-famous for 15 minutes
Tom Smith (Green Chec.. @TomSmith839
851 Followers 583 Following Long shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I’m in the mood for losing money
David Auerbach ⭕️ @DailyREITBeat
3K Followers 971 Following CIO of Hoya Capital; REIT Industry Expert and Author of The Daily REIT Beat Newsletter, a morning note covering the REIT sector. Huge Phish aficionado
ganggreen @ganggreen89
297 Followers 416 Following PE for work; fintwit lurker. Value oriented (read: math oriented). Not investment advice. Not active lately bc getting smoked at the day job. Go Jets.
Rota Fortunae @RFortunae
6K Followers 137 Following Highlighting risks—and opportunities—in capital markets. Formerly unknown. Currently Quinton Mathews. Tweets are opinions. Do your own due diligence.
Devin Martin @FLOW_Coach
2K Followers 271 Following Bringing Wisdom to Power. I help leaders make life altering decisions. Life Coach & Executive Coach @ Lifestyle Integrity.
Alex Caruso @AlexCaruso
303K Followers 3K Following Helping you Win at Sports Betting Every Single Day Featured on @ESPN
Chasing Memes @ChasingMemes0
2K Followers 60 Following the intersection of @chasingscratch0, golf, and inside jokes
Perpetual Investing @Perepetualinv
225 Followers 454 Following Just on here to learn - https://t.co/NFk7cVg3xr
GDS Investments @gdsurowiec
805 Followers 1K Following GDS Investments manages all types of investment and retirement accounts on behalf of individuals and families using Charles Schwab as the primary custodian.
slovak @slovak83
153 Followers 1K Following
Sahil Khetpal @skhetpal
15K Followers 540 Following Former hedge fund investor turned entrepreneur. CEO @thetikr. Tweet about hedge funds, stocks, building businesses, and life's journey.
Vaclav Smil @VaclavSmil
14K Followers 0 Following I do research in the fields of energy, environmental/population change, food production/nutrition, technical innovation, risk assessment, and public policy.
Michael Girdley @girdley
214K Followers 3K Following CEO of an 11-business, 600-person holding company. Fireworks, software, +9 more. Writing about holding co's, starting businesses, life, and leading.
MG @mg10012
5K Followers 1K Following Fan of Richter. Investor motivated by Information Theory and ideas of Claude Shannon. Professional Infovore.
Brighton Capital @BrightonCap
6K Followers 1K Following Alternative asset management with a focus on energy, agriculture and Pez dispensers.
Corey Lavinsky @biofuelslaw
2K Followers 251 Following Biofuels consultant and attorney. S&P Global. Former head of #biofuels at Platts Analytics. #Ethanol, #biodiesel, #renewable diesel, #RINs & #SAF
Matt Lasky @MattLasky
20K Followers 2K Following CRE Guy // $1.5B+ of transactions in healthcare & retail as a principal or advisor | side project - https://t.co/z9tM2PkScS |
avaluefund.com @Avaluefund
123 Followers 109 Following From time to time, I discuss what our fund is doing. This is not investment advice.
Ashlee Vance @ashleevance
145K Followers 3K Following Writer at Bloomberg. 2X NYT best-seller. Emmy-nominated host+writer of Hello World. Doc producer @HBO. NYT, El Reg alum. My new book https://t.co/12lAgpqoYo
Matt Coates @MattCoates17
78 Followers 300 Following
Parker Ross @Econ_Parker
12K Followers 660 Following Global Chief Economist @ Arch Capital Group | ex JPM AIG HUD | Husband to Jamie & Dad to Lando & Grey | No investment advice & views are my own 🦬🇺🇸🇮🇱
Thomas W. Clay @w_clay
117 Followers 303 Following
Brett Kelly @BrettKPG
3K Followers 2K Following Founder Kelly+Partners Accountants. ASX listed $KPG.ax. We partner in, modernize and scale accounting firms (80+ partnerships to date!)
Mat Piscatella @MatPiscatella
28K Followers 1K Following Executive Director & Video Game Industry Analyst at Circana (NPD). Formerly of Activision and Warner Bros Games. I helped get one of your fave games greenlit.
Unemployed Capital Al.. @atelicinvest
6K Followers 602 Following ex-Buyside PM. Now jobless and homeless, roaming around for lulz. Excuse my bad manners.
I am an analyst first and not a very good trader. My strategy is based on believing the market is always wrong. If I followed trader heuristics, I would be broke. I still might go broke but it will be because either my analysis was bad or I used too much leverage.
Michael Platt on what he looks for when he hires a trader
@Rebrand_As_Y Those sex addled lonely fucks need nicotine
@The_M_Agrippa Deteriorating geopolitics leading to World War 3 fear induced sex before nuclear death
Guys if you haven’t figured it out already I’m long sex and loneliness. We’re at trough levels & it’s about to inflect MTCH, SNAP, and mattresses Thinking of adding some Gilead too
It's also why institutions hate microcaps and prefer no liquidity (love affair with PE and VC) to some liquidity (microcap). They hate mark to market risk of having some random retail investor influence their portfolio/bonus.
@BillBrewsterTBB Disliked him since he tried to kill Kid Cudi smh.
@BillBrewsterTBB @ScottLavinCAIA @Lesane_Crooks54 @EpsilonTheory wrote a brilliant piece about Harvey Weinstein and how he got away with it for so long. It was not enough for everyone to know. It was only when everyone knew that everyone knew that he met his downfall.
Why $dbrg hit 5-year sales backlog targets 9 months after the close of Switch….
After Google $GOOGL, Microsoft $MSFT and Meta $META, cloud Capex for 2024 is trending ~$220bn, or up 35% y/y. We still have to hear from Amazon $AMZN, Oracle $ORCL and China hyper-scalers, but I’d imagine they will follow a similar trend. Microsoft also pointed out that demand…
@BillBrewsterTBB @ScottLavinCAIA Absolutely no one is coming out denying anything being said
throw on 5% in it on top of the existing portfolio. $PSA at 4.5% yield / 15x FFO, sure throw it in. $MTBA at 6%, throw it in. long bond at 4.8%, throw it in. $PM at 5%, throw it fucking in. just buy every high quality yieldy asset.... i guess rates aren't high enough lol
One of my favorite shorts was clearly Long Attacked today by long manipulatooors. I've let the SEC know.
@BillBrewsterTBB Add $CVS to that list. Match made in heaven.
@WaterworldCapi1 Will META monetize AI effectively, absolutely. The last sentence in his tweet seems like a stretch. Every check I've done has seen better conversion on ad placements within SGE. Yes, leaky bucket for queries is a concern, but monetization concerns? 🤔 Not sure about that
$GOOG demonstrating the profitability potential of their core business with even just modest cost discipline: Google Services operating margin of 40% with a whopping 74% incremental profit margin in Q1
This was very good and entertaining @jasoncbuck @Greenbackd @farnamjake1 “I’m agnostic to all faith based investing protocols - growth, factor, trend, value …each one you’ll be wrong for 5-10 years and have to keep the faith and hold the line.” 😄 youtube.com/live/P6n7aFYUk…
@JerryCap Interestingly, according to Snowball, he used to drink Pepsi but switched to Coke in the 1980’s when he bought shares. He’s probably tolerates the relatively lower return given things worked out okay for him 😀 but I bet the opportunity cost of 4 decades of drinking an inferior…
My favorite 24 hours of every quarter. $CHTR rekt on CMCSA earnings. $GOOG rekt on earnings. $CHTR rekt on its own earnings. LFG.
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