Christopher Bloomstran @ChrisBloomstran
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/Sv6Y5YsrBq semperaugustus.com I Ain’t Hard to Find Joined August 2018-
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Always enjoy talking Berkshire Hathaway and all things investing with @stig_brodersen. Look forward to seeing everyone headed to Omaha. We’ll have a great weekend celebration of Charlie Munger and his enormous contribution to the investing world and society at large. Rationality.
Always enjoy talking Berkshire Hathaway and all things investing with @stig_brodersen. Look forward to seeing everyone headed to Omaha. We’ll have a great weekend celebration of Charlie Munger and his enormous contribution to the investing world and society at large. Rationality.
Being short the stock, my no votes won’t be counted.
Being short the stock, my no votes won’t be counted.
Upon his arrival at the pearly gates, Saint Peter informed O.J. Simpson, the best slashing running back of all time, that he needed to answer one question truthfully: “Were you a one-cut back or a two-cut back?”
I’d argue broker/dealers replacing money market mutual funds with their own bank deposits paying minuscule yields to retail accounts as the sweep vehicle in brokerage accounts. Either way you slice it, varying degrees of slime.
I’d argue broker/dealers replacing money market mutual funds with their own bank deposits paying minuscule yields to retail accounts as the sweep vehicle in brokerage accounts. Either way you slice it, varying degrees of slime.
Will they or won’t they? ARK’s 4th annual Tesla forecast is due any day now. Will they issue the report and what’s the new and improved target for 2028? Last year predicting $2,000/share and a $7 trillion base case, $9 trillion bull case market cap by 2027, the stock is $165 with…
Stock repurchases were NOT illegal prior to 1982. Nor did wages stop rising after 1982. Particularly disappointing to see Berkley professor and former Labor Secretary @RBReich turn to dishonesty for what must be the first and only time in his illustrious career. 😄
Stock repurchases were NOT illegal prior to 1982. Nor did wages stop rising after 1982. Particularly disappointing to see Berkley professor and former Labor Secretary @RBReich turn to dishonesty for what must be the first and only time in his illustrious career. 😄
VALUE: After Hours (S06 E10): In their latest episode Taylor, Carlisle, and Bloomstran discussed Low-Debt, High-Yield Strategy: Beating the S&P 500 with Selective Investing You can watch the entire discussion here: wp.me/p6e1GE-bdP
VALUE: After Hours (S06 E10): In their latest episode Taylor, Carlisle, and Bloomstran discussed Market Frothiness: A 2021-Like Bubble You can watch the entire discussion here: wp.me/p6e1GE-bdO
Always a fun conversation with good friends @Greenbackd and @farnamjake1. The YouTube link from last week’s live conversation is below. I believe the audio version hits the main podcast links today. Thanks for having me on.
Always a fun conversation with good friends @Greenbackd and @farnamjake1. The YouTube link from last week’s live conversation is below. I believe the audio version hits the main podcast links today. Thanks for having me on.
VALUE: After Hours (S06 E10): Christopher Bloomstran on Buffett, $BRK Berkshire, Munger, $SPY & China You can watch the entire discussion here: wp.me/p6e1GE-bdD
Happy to talk on tomorrow’s Value After Hours with great friends @Greenbackd and @farnamjake1 live at 1.30pmE/10.30amP. Surely Berkshire’s $167 billion “cash mountain”will come up. The cash position alone equals the 50th largest U.S. market cap or = $AXP. Too much or just right?
Flatbed Self Driving
Happy sharing the Semper 2023 Annual Letter. Writing it every year gets me outside the box. Love the process and always thrilled to be done! We released the PDF last night. Somehow page 41 was out of order. Perhaps Adobe's hint that 40 pages is enough... semperaugustus.com/clientletter
Out of nowhere Broadcom races past Tesla in the Nasdaq 100. Up 13% YTD, 115% over the last year and 371% over 5 years. Forget the “rebalancing” last year. BROADCOM IS NOW LARGER THAN TESLA BY ACTUAL MARKET CAP. Either Tesla’s out or the Magnificent Seven are now the Elite Eight.
You could have just drawn a straight horizontal line, kind of like a flatline on an EKG💔. Definitely didn’t need a logarithmic chart for Macy’s! I think you are right, Helene. You need a new retailer.
You could have just drawn a straight horizontal line, kind of like a flatline on an EKG💔. Definitely didn’t need a logarithmic chart for Macy’s! I think you are right, Helene. You need a new retailer. https://t.co/MUKsrfxbh4
You CAN have an offering, NOT AT THE MARKET, with fewer voting rights, @elonmusk, increasing the voting rights of your and current owners. Berkshire did it in 1996 with B shares. Guessing a required (SEC) prospectus would skip this unusual language from Berkshire’s 1996 page 1.👇
You CAN have an offering, NOT AT THE MARKET, with fewer voting rights, @elonmusk, increasing the voting rights of your and current owners. Berkshire did it in 1996 with B shares. Guessing a required (SEC) prospectus would skip this unusual language from Berkshire’s 1996 page 1.👇 https://t.co/Ge4CMbDwSJ
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
The Rational Walk @rationalwalk
36K Followers 84 Following Finance, Investing, Books, History, Philosophy All new articles are published at: https://t.co/VylFcuhm6y Free subscription at: https://t.co/pcdXMOlpzP
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
George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Pythia Capital, Baron.. @PythiaR
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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.
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
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
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
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
Gordon Johnson @GordonJohnson19
48K Followers 599 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl advice
B Graham Disciple @bgrahamdisciple
13K Followers 202 Following I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules.
JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since Enron
Joseph Carlson @joecarlsonshow
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Mario Francescato @francescato_it
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Jose Hicks @JoseHicks15919
1 Followers 390 Following You never give up, You pick yourself up, You brush yourself off, You push forward, You move on! You adapt! You overcome! That's what I BELIEVE!
Jensen @Jensen748133
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Linda James @James_Linda97
78 Followers 240 Following Always take a step 🪜 and believe in the process.
Scorky Scythy @TJemic
230 Followers 148 Following And so St. Scythe put his ear to the earth, and his head became filled with the laughter of the earth.
Tinethou @tinethou30778
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New User Experiences @UseWyg
151 Followers 612 Following Focus on #newUsages and Experiences #RemoteWorking & #RemoteTeams
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Mike @ironmike7614
109 Followers 518 Following Retired Army Colonel with 31 years on Active Duty. Led, taught, and commanded our fighting men & women that proudly wear our Nation’s uniform. Simul Exemus.
Spooksay @spooksay
30 Followers 399 Following Opportunities are like sunrises. If you wait too long, you miss them.
Hampton Williams @HamptonWillia14
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moniez olivier @MoniezOlivier
14 Followers 334 Following It’s not how much we give but how much love we put into giving.”
[email protected].. @Cherylbarlowym1
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35 Followers 252 Following ‘Offshore Guy’ .My tweets are about Businesses, #TechStacks, #Taxes, Sales, Biases, #Persuasion & Personality. Not a fan of tyranny.
Reed Bateman @reedbateman
245 Followers 2K Following SMU Mustangs, Dallas Cowboys, Mavs, Stars and Rangers fan. UK Wildcats, Texas Longhorns and Wake Demon Deacons too. #PonyUp
Today_you_tomorrow_me @kimkayknight
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LOVE_PETS_DOG_SHELTER @LShelter78562
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AndreaRubio @mugikuta1971
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Investo Bro @BroInvesto
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Jorge @jorge_tomas8
626 Followers 5K Following Glory to Ukraine I Catalunya lliure !!! 🇺🇦🇺🇸🇪🇺🇬🇧🇫🇷🇱🇻🇫🇮🇨🇦🇵🇱🇨🇭🇧🇻🇦🇹🇭🇲🇹🇷🇪🇪🇹🇩🇬🇷🇮🇱🇦🇲🇦🇩🇩🇪🏳️🌈🇪🇸🏴☠️
羽毛ふとん @GcBfcMjXb0lxO89
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Wasteland 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.
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
ValueStockGeek @ValueStockGeek
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The Rational Walk @rationalwalk
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Brandon Beylo @marketplunger1
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Stanphyl Capital @StanphylCap
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George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.
Grant Williams @ttmygh
136K Followers 926 Following Author, Things That Make You Go Hmmm..., Co-Founder, Real Vision, Advisor to Vulpes & Matterhorn. Retweets ≠ endorsements. Likes = bookmarks. NEVER SHILL CRYPTO
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Edwin Dorsey @StockJabber
103K Followers 2K Following Exposing bad companies. Author @BearCaveEmail & @IdeaBrunchEmail. Class of 2020. Email: [email protected]
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.
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTU
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
Meb Faber @MebFaber
122K Followers 2K Following Founder @cambriafunds @theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/rRz68ARyqV
Elise Stefanik @EliseStefanik
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Wall Street Silver @WallStreetSilv
1.3M Followers 665 Following Finance, economics, news, memes and silver. Contact Ivan via Linktree if I need to credit a source or remove content.
CoverDrive @CoverDrive12
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Kenny Chesney @kennychesney
2.6M Followers 58 Following Kenny & crew here. Official profiles are @kennychesney @noshoesnation @bluechairbayrum & @noshoesradio. New album BORN is out now ➡️ https://t.co/LmGF3Tv8SB
R A W S A L E R T S @rawsalerts
958K Followers 2K Following RawsAlerts is your go-to source for fast and accurate news coverage, specializing in groundbreaking events across the USA. Follow @Rawsglobal for world news
Carole Hooven @hoovlet
34K Followers 1K Following Hormones, evolution, sex diffs, academic freedom. Recently retired from Harvard. Now Senior Fellow @AEI.
Victoria Coates @VictoriaCoates
12K Followers 3K Following VP @Heritage. Former @ENERGY, @WHNSC45, @SenTedCruz, @GovernorPerry & @RumsfeldFoundtn. Yes I have a PhD in Art History. Opinions are mine.
Kevin Roberts @KevinRobertsTX
74K Followers 4K Following President, @Heritage and @Heritage_Action | PhD, American history, @UTAustin (#HookEm) | Teacher, professor, headmaster & college president
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132 Followers 378 Following
Joe Pompliano @JoePompliano
599K Followers 2K Following Sports + Business | Investing at Pomp Investments | Host of The Joe Pomp Show | Join 120,000+ others who read my 3x weekly newsletter:
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20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.
nickyj @nickyjpopp
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Constance Schwartz-Mo.. @ConSchwartz
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internet hall of fame @InternetH0F
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95K Followers 144 Following Father • Songwriter - 'Accentuate The Positive', the brand new album by Van Morrison is out now.
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Steve Inman @SteveInmanUIC
599K Followers 588 Following MMA/Sports commentator. Narrating random videos from around the world. 🇺🇲 #FAFO #InstantKarma #InstantJustice videos.
Bethany | Commercial .. @bethanyjbabcock
9K Followers 1K Following Founder of @Foresitecre. A team of 30+ retail investment sales specialists, property managers and leasing agents based in Texas.
OilPrice.com @OilandEnergy
64K Followers 283 Following https://t.co/kNhl04g5p6 offers extensive coverage of all energy sectors from crude oil and natural gas to solar energy and wind power. The #1 Source For Global Energy News
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42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
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.
The Kobeissi Letter @KobeissiLetter
502K Followers 510 Following Official X account for The Kobeissi Letter, an industry leading commentary on the global capital markets. Email us: [email protected]
Yardeni Research @yardeni
42K Followers 45 Following Unlock your financial potential. Gain a competitive edge with clear analysis and expert commentary on the economic indicators that drive the market.
The Leuthold Group @LeutholdGroup
15K Followers 349 Following Institutional Research Disclosure: https://t.co/jZZZtQNGaY Distributor: Compass Distributors, LLC
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27K Followers 5K Following Seeking durable & predictable biz | WA & AM at @edm_am | Board of Directors @koalasicav | Academic collaborator at @ief_web @efpa_es
The Investor's Podcas.. @TIP_Network
4K Followers 262 Following We Study Billionaires | Bitcoin Fundamentals | Richer, Wiser, Happier | Millennial Investing | Join our newsletter 👇 @WSM_TIP
ColoradoBuffaloesWire @BuffaloesWire
7K Followers 241 Following Providing you with news, rumors, reaction, and analysis of Colorado Buffaloes athletics. Part of the USA TODAY Sports Media Group.
Lucifer @Luciferedragon
1K Followers 1K Following I am Lucifer, the ruler of this world, leads the army of fallen angels. 我こそは熾天使ルシファー。創造主、破壊神、究極の神。我が思考はこの世界に反映される。
JaguarAnalytics @JaguarAnalytics
36K Followers 230 Following Professional equity and option trade ideas with in-depth research based on 3-pronged approach: Fundamentals, Technicals and Options Activity
JE$US @WallStJesus
165K Followers 7K Following Son of Market Gods ▫️Market speculator for 25+ yrs▫️Flow rules everything around me … Wiseguy Sweeper bets & positioning analysis via https://t.co/3RGeX72tHT
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582K Followers 128 Following
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11K Followers 957 Following Husband. Father. Founder. Operator. Health and Movement.
National Hurricane Ce.. @NHC_Atlantic
1.2M Followers 77 Following This is the primary official Twitter account for the National Hurricane Center, focusing on the Atlantic basin. For more details: https://t.co/mRyGMdRYT3
Hidden Forces @HiddenForcesPod
18K Followers 80 Following Get the edge with Hidden Forces, where podcast host @Kofinas teaches you how to think critically about the systems of power that structure our world.
greg @greg16676935420
802K Followers 524 Following im greg I like football and stocks and my birthday im from kentuckey. I'm a investor. I like to golf at the golf course @gregmultiverse • subscribe for $1 ⤴️
Gary Black @garyblack00
414K Followers 99 Following Managing Partner, The Future Fund LLC, SEC registered investment adviser. CEO/CIO/PM. https://t.co/FVygs3Yhc0. Disclosure: https://t.co/omhTsCtilh
Kelly Evans @KellyCNBC
44K Followers 1K Following CNBC anchor of "The Exchange" and “Power Lunch.” Sign up for my newsletter (LINK BELOW), & show podcast. Crazy home life on Instagram “realkellyevans”
Steve Milloy @JunkScience
135K Followers 89 Following 'Perhaps the most influential climate science contrarian' (Nature). Trump EPA transition. Biostat. Atty. Fund mgr. FOX News contrib. Founder, https://t.co/tXR83l44vf.
Select Committee on t.. @committeeonccp
29K Followers 26 Following The Select Committee on the Chinese Communist Party
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10K Followers 751 Following @RealVision Co-Founder (The French one) // Global Macro Investor Former Head of research // NFA - DYOR
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504 Followers 2K Following Neminem Laedere. Environment/Clean Agric./Animals rights. Markets/Economy/International policies. Allergic to dictators. 1991 Ca Foscari doct. Never Advice.
Ronald Reagan Preside.. @RonaldReagan
92K Followers 5K Following The official Ronald Reagan Twitter page promotes President Reagan's principles of individual liberty, economic opportunity, global democracy, & national pride.
Christopher Tsai @tsaicapital
2K Followers 455 Following Father, Husband, Third-Generation Investor, CIO @ Tsai Capital
Tony Richards @tonyrichards4
16K Followers 18K Following Master Coach & Strategic Growth Advisor to CEOs & their Exec Teams, Value Investor, Author of two books & the Better Than Before podcast
We leased ~2% of our portfolio this week. Unless you have run a property management team before, you have no idea how much effort and coordination that requires among PMs, maintenance crews, leasing agents, etc. Proud of our crew (and happy to cut some nice commission checks!).
@ChrisBloomstran @normmacdonald If a slashing running back is what I think it is, Barry Sanders is was and will always be the best
@mouvement33 This is quite a story. Sadly, I'm not surprised. Thank you for sharing it.
The choice by @Fidelity to start charging retail clients $100 commissions may be one of the slimiest things I've seen in a long time. Makes @RobinhoodApp look good in comparison. 🤮🤮🤮
Index funds make up 46% of Fidelity's assets, but only 6% of its revenue (which was $28b last year, about double entire ETF industry). That gap may be one of the reasons they looking to add ETF surcharge on platform, the optics of which may not be worth the money.
In his 1980 shareholder letter, Warren Buffett extols the virtues of share buybacks. If my math is right, 1980 was before 1982. berkshirehathaway.com/letters/1980.h…
Stock buybacks were illegal until Reagan made them legal in 1982. Just about the same time, wages stopped rising for most Americans. Does that sound like a coincidence to you? 🤔
Yikes. He was a cabinet secretary, taught (not sure what) at Harvard and this is absolutely not true - SEC safe harbor rule made them more common though. And the connection to wages? ¯\_(ツ)_/
Stock buybacks were illegal until Reagan made them legal in 1982. Just about the same time, wages stopped rising for most Americans. Does that sound like a coincidence to you? 🤔
Today I learned that Ronald Reagan made buybacks legal in 1982 Now I’m gonna have to re-read The Outsiders and figure out how Henry Singleton avoided jail after buying back 22 million in Teledyne shares during the 1970s bear market
Stock buybacks were illegal until Reagan made them legal in 1982. Just about the same time, wages stopped rising for most Americans. Does that sound like a coincidence to you? 🤔
@ChrisBloomstran @elonmusk So cool to time warp and real the duo’s unique warnings to potential B buyers And take an hour at the ‘96 meeting to answer all the partners’ questions. Was a superb solution! Thanks for sharing!
Even though I’m licensed as a broker, when it came time to sell our house ~2 yrs ago, we hired an incredibly sharp, active residential agent at full fee to handle the sale. The disciplined sale process she ran *easily* drove the price up by more than we paid her.
MULTIPLE entities have tried to disrupt the commission-based, co-broked residential real estate transaction model. Rex. Foxton's. Purple Bricks. Zillow Offers. Opendoor. Even Redfin keeps re-making its model into a more and more traditional commission-based brokerage model.…
In the words of the late, great Michael Jackson, I hope this is startin' somethin'. I'm guessing @CliffordAsness, @ChrisBloomstran, @GSpier, @Greenbackd and my other value-tilting friends agree.
@ChrisBloomstran @CharlesMizrahi I learned a lot from him. I watched every video I found and read everything, I got my hands on. His wisdom was simple but profound.
@ChrisBloomstran Quit tweeting Chris and get back to work on that annual letter!!! 😉 (HNY! 🥳
@ChrisBloomstran 💯Amen, Perfectly said! We lifted a glass in his honor as well! His Spirit & Uncommon sense will live on & on❤️🇺🇸
Hear, hear
Happy New Year and Happy 100th Birthday, Mr. Munger! It would have been one heckuva party. It was one helluva life. Thank you for the profound positive influence on my life and for being a huge role model to so many.
@ChrisBloomstran Happy bday to a gem of a person. Blessed to have lived in the same Era as you Mr Munger!
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