DTF Capital (Sleep Well Investments) @DTF_Capital
Author of Sleep Well Investments newsletter | Deep dives into time-tested businesses with long reinvestment runway https://t.co/vff3qimIza sleepwellinvestments.com Join 3000+ sleepwell investors Joined November 2017-
Tweets1K
-
Followers3K
-
Following661
-
Likes2K
$KNSL what stops other insurers from doing what Kinsale does? What's Kinsale advantage here? Keen to hear from bears.
$KNSL what stops other insurers from doing what Kinsale does? What's Kinsale advantage here? Keen to hear from bears.
$OCUL, has anyone done work on Eylea and Avastin--existing solutions for wAMD? What are their side effects? The fact that patients have to go through a fairly invasive procedure (clean, numbing, inject) once a month for many months doesn't seem comfortable to me unless you are…
3 stock pitches I shared in the free newsletter: - @WhiteResearch is short $AUID believing their product has no demand - @DTF_Capital adds $WSC to their portfolio - VIC pitch for $LILAK with over 200% upside
36 new stock picks added to the DB @DTF_Capital - $WSC @IndraStocks - $CDLX @Healthstockpick - $3600.HK Alluvial Capital letter - $GTX, $SHOT.ST, $FTLF, $HERDEZ.MX, $MCB.L, $MRC, $FRAGUAB.MX, $HMM-A.TO, $CRAWA, $NLOP, $TLNE and more
Details in the link, sent to premium sleep well investors open.substack.com/pub/sleepwelli…
Details in the link, sent to premium sleep well investors open.substack.com/pub/sleepwelli…
I have just added to the 7th position for the Sleep Well Portfolio. I have been waiting for the price to make sense. It trades at the low end of the 5-year multiple of 10x EBITDA (blue line). More importantly, it's the clear leader in a niche market: +with five times the size…
Inflation decelerations or accelerations: Study exceptional businesses and own them when the price is right. Be patient, it will come! Simple but very difficult to execute unless you deeply understand the business. #sleepwellinvestments
Inflation decelerations or accelerations: Study exceptional businesses and own them when the price is right. Be patient, it will come! Simple but very difficult to execute unless you deeply understand the business. #sleepwellinvestments https://t.co/ieNNKW4SRX
A Baupost managing director became a Sleep Well Investments premium member. What an honor! I'm curious if Seth Klarman, my inspiration, is reading, too.
$FTNT deep dive
Beautiful advice for younger selves. +prioritise meaningful relationships with family, friends, and yourself +prioritise health > money or be someone else. +trust your instinct, go for more adventures +tell others you love them while they are around +know what is enough so you…
Beautiful advice for younger selves. +prioritise meaningful relationships with family, friends, and yourself +prioritise health > money or be someone else. +trust your instinct, go for more adventures +tell others you love them while they are around +know what is enough so you…
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Gabriel Castro, CFA @gabcasla
18K Followers 459 Following Fund Manager at Singular Asset Management Views my own, it is not an investment advice
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
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Max Bosenko @MaxTheComrade
14K Followers 449 Following Credit Analyst by day Stock Junkie by night / Born and raised in 🇺🇦 Spoiled by 🇺🇸 in the past decade / 🥃 lover and @LFC supporter 🔴 #FinTwit community 🙏
Emérito/Numantia Pat.. @foso_defensivo
63K Followers 981 Following Asesor de Numantia Patrimonio Global FI y Numantia Pensiones PP Los tweets son opiniones personales, NO recomendaciones de inversión [email protected]
App Economy Insights @EconomyApp
181K Followers 384 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make Money
Eugene Ng @EugeneNg_VCap
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.
Q-Cap @qcapital2020
50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
Francis @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.
Jerry Capital @JerryCap
41K Followers 567 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.
Researching Global St.. @ResGloStocks
6K Followers 306 Following Inversiones del mundo🇨🇳🇮🇳🇷🇺🇺🇸, balances, noticias y política
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Rodri V.R. - Attitude.. @HolyFinance
13K Followers 1K Following Fund Manager - Attitude Small Caps FI @AttitudeGestion Mail: [email protected] Web: https://t.co/iycBd5NMtf…
BahamaBen @BahamaBen9
54K Followers 2K Following
Brett @CCM_Brett
10K Followers 2K Following Tweeting to get pushback on ideas. Listen to @chitchatstocks (or else)
MT Capital @MT_Capital1
21K Followers 912 Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇 | Inquiries: [email protected]
Shertare @Shertare155187
0 Followers 131 Following
Lily Ruan @_LilyRuan
277 Followers 538 Following
Lyla-rose Phillippi @LylaPhilli47631
88 Followers 5K Following
Chester Ming @Sacamano_cap
127 Followers 266 Following
Tysythoughsh @tysythough43283
45 Followers 267 Following
Daniel Feng @DaniFeng_
308 Followers 716 Following Breaking down complex financial news. One story at a time.
Wreathoret @WreathoretF3XV
0 Followers 105 Following
EquityEnthusiast @EquityE55615
284 Followers 748 Following Investor • Mentor • Economist • Author • Finance & Real Estate • Impact Investing • Sustainable Ventures
FREEKONOMIA @freekonomia
10 Followers 71 Following Blog para la educación financiera, economía, desarrollo personal, inversión y actualidad
TNTN @5631mega
14 Followers 154 Following
Derek Marks @derek_mark77298
201 Followers 598 Following Saving patients' lives w/ #BigData & #AI. Chief AI Strategist | Exploring safe and productive use of LLMs/A
Ragnus @Ragnus_Erik
267 Followers 511 Following
Madeline Harris @HarrisMade_
214 Followers 422 Following I cherish dividends, real estate, single malt whiskey, global commerce, and French press coffee.
Mikel Guestor @MGuestor
3 Followers 78 Following
Clara Hudson @Clara_Hud
303 Followers 741 Following Global traveler | Software developer Use Analytics To Time Markets Intraday! Now Only Working with Pro Traders
Penny Morton @morton_pen
274 Followers 653 Following Trading from the heart of the city. Stories of hustle
Devon Shard @DevonS82178
264 Followers 810 Following Retired investment banker. Managing money for self & friends. Student of the market. Always learning.
Working Capital @working_cap
95 Followers 427 Following The capital of a business which is used in its day-to-day trading operations, calculated as the current assets minus the current liabilities.
Zero Capital @IHaveNoCapital
56 Followers 150 Following One (young) person Absolute Return Long-Only shop with minimal assets. Not advice.
Don Wharton @donwharton_ss
346 Followers 2K Following Researching serial acquirers & great capital allocators. Turning over lots of rocks. Sharing under-the-radar compounders. Not investment advice do D.D.
maarten @vdbmaarten
65 Followers 545 Following
Dr Lara @DavidLaraPhD
23 Followers 189 Following
!Triomphe @SemperPara_
486 Followers 209 Following Currently playing a game called online capitalism
Ellie Martin @EllMartin89
276 Followers 722 Following Deep into Python and Java | Travels between France and the US frequently
Tiffany Hall @Tiffan_yHal
289 Followers 578 Following 8-years investing in the best tech and health companies.
Everleigh Sayward @EverleighS66127
79 Followers 5K Following
Daniel Simmons @DanTechSpace
207 Followers 1K Following Exploring the realms of Tesla & AI. Always looking forward to the next big launch!
Derek Hassel @DerekHasse
441 Followers 648 Following
Rebecca Matthews @RebeccaMat6274
220 Followers 346 Following
Alicia Gray @Alicia_Gray_
257 Followers 960 Following Exploring cutting-edge software systems at Google.
Samuel Walker @SamuelWalk59
618 Followers 819 Following “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes”
Ava Hughes @Ava_Hugh_
252 Followers 431 Following Finance professional with expertise in investments and wealth management.
Hannah Smith @HannahSmit20657
218 Followers 234 Following
Stessee @Stessee389370
1 Followers 188 Following
specialsits @specialsits
97 Followers 1K Following
Jason @TBLAdderley
58 Followers 393 Following
Angus @Angus1333037
0 Followers 10 Following
Nolan Invest @InvestNola_
447 Followers 690 Following
Nairtirs @nairtirs37523
0 Followers 189 Following
Raphael Curtis @CurtisRRaph
134 Followers 335 Following
Soatay @Soatay_
202 Followers 983 Following A lifelong learner and eternal optimist. Investing by day, self-medicating by night.
Focus On Risk @focus_risk
175 Followers 895 Following USC Pharmacy Alumni, Full Time Investor. My tweets are a general reflection of where Iam investing money and not a recommendation. Please do your due diligence.
∞ @bbyhmms
0 Followers 408 Following
Chris Perruna @cperruna
150K Followers 663 Following Owner's Rep, investor & weather enthusiast. Husband, dad, dogs & sports. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Brian 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 newsletter
Puru Saxena @saxena_puru
353K Followers 129 Following Founder of AlphaTarget. Previously, Founder and portfolio manager of money management firms in Hong Kong. My posts aren't investment advice, do your own DD.
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Brian Stoffel @Brian_Stoffel_
121K Followers 228 Following "The Anti-Fragile Investor" | I demystify the stock market | My portfolio: https://t.co/Y4ueSL9uly
From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics
Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Dhaval Kotecha @dhaval_kotecha
32K Followers 1K Following Talk about AdTech & Software companies. Occasionally, talk about cricket. Anything I say is NFA! 🇮🇳
Gabriel Castro, CFA @gabcasla
18K Followers 459 Following Fund Manager at Singular Asset Management Views my own, it is not an investment advice
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4m
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
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Ophir Gottlieb @OphirGottlieb
151K Followers 215 Following Unpaid Verified. CEO @CMLviz. Contrib @Reuters @Factset @Refinitiv. Stanford Trained Mathematician. Former Option Market Maker; Hedge Fund Manager. AI/ML.
Quartr @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.
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
FinXKing @ronjonbSaaS
15K Followers 58 Following Ex Software Dev @Microsoft, 20+ years | MS in Software & Nuclear Physics |The Best SaaS/Cloud + Tesla Investor with 97% + recs @ Motley Fool boards | Do your DD
Max Bosenko @MaxTheComrade
14K Followers 449 Following Credit Analyst by day Stock Junkie by night / Born and raised in 🇺🇦 Spoiled by 🇺🇸 in the past decade / 🥃 lover and @LFC supporter 🔴 #FinTwit community 🙏
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/ed2YSDCQiE
Lara Young @lara__young
409 Followers 752 Following Yale graduate. Exploring the unknown in science and technology.
Tiffany Hall @Tiffan_yHal
289 Followers 578 Following 8-years investing in the best tech and health companies.
Daniel Feng @DaniFeng_
308 Followers 716 Following Breaking down complex financial news. One story at a time.
The Horseman @0xHorseman
1K Followers 239 Following Self-made multimillionaire 💵. Writes about Compounding Machines 🤖, Portfolio Construction, Passive Income & Risk Management. I ❤️ Boring Companies.
Ellie Martin @EllMartin89
276 Followers 722 Following Deep into Python and Java | Travels between France and the US frequently
SVN Capital @SvnCapital
10K Followers 338 Following Founder, Portfolio Manager - SVN Capital "Money often costs too much" - Ralph Waldo Emerson Disclosure: https://t.co/mPynSZsgwR
Ava Hughes @Ava_Hugh_
252 Followers 431 Following Finance professional with expertise in investments and wealth management.
Raphael Curtis @CurtisRRaph
134 Followers 335 Following
Mark Bentley @_markbent
277 Followers 232 Following
Pim Verlaan @PimVerlaan
5K Followers 628 Following ✨ Digital meets passion 🎙 Jong Beleggen, de podcast 📈 https://t.co/3TWa5YoBxk (bootstrapping)
Mike Ivan @WilsonGrace97
449 Followers 707 Following Human, thinker, music person, Web3 novice, sub-amateur athlete, outdoor lover, learner, traveller
Lily Roberts @Lily_Rob90
448 Followers 839 Following Passionate about arts, crafts, and electric vehicles | Musk fan
Anthony Showalter @santhonys
1K Followers 2K Following Edtech founder @peardeck, Strategy and Corp Dev @GoGuardian
Teepsis @teepsis25172
147 Followers 678 Following Day/Swing Options Trader📈 | Professional Travel/ Wedding Photographer | Not Investment Advice.
Merci @Merci696707
104 Followers 92 Following
Nick Natura @Nicky_23_01
326 Followers 855 Following Public equities stockpicker. Pseudonymous for now. DMs open. Not investment advice.
Mike Harrison @_MikeHarry
285 Followers 348 Following
Matas Baliukonis @MatasBaliukonis
351 Followers 133 Following Chief Executive Officer @ Vilnius Jesuit High School Endowment | author of The LongView. Subscribe for articles on compounders, and portfolio construction!
Álvaro Faraco @alvarofaraco
2K Followers 405 Following In order to finish first, first you have to finish.
Continuous Compoundin.. @compoundersEX
394 Followers 408 Following Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
Salty Long @salty_long5862
509 Followers 2K Following 5+ years of money management - market data daily - informational purposes only - Not Financial Advice
Mukund Mohan @mukund
55K Followers 113 Following I help long term investors & swing traders achieve better returns on their stock investment research and education
Gil Luria @gilluria
2K Followers 1K Following Managing Director, Senior Software Analyst at D.A. Davidson. Opinions on technology and software.
icemancapital @icemancapital
603 Followers 791 Following
Coho Capital @CohoCap
4K Followers 712 Following
Javier Lobato @blindsquirreel
3K Followers 378 Following "Be careful what you get good at, try to keep a beginner’s mind" Equity analyst / In-depth company research
Jurassic Capital @CapitalJurassic
1K Followers 625 Following 15+ yrs on Wall St. & I'm a level 9000 CFA, Will selectively call out scammers & snake oil salesmen. GARP & Value
Dan M 🇺🇸 🇮�.. @dan_tmt
1K Followers 901 Following Investing (Not financial advice) Space portfolio: $GILT, $TSAT, $KVHI, $MPTI, $SATS
William Sparks @WilliamWSparks
538 Followers 2K Following At the intersection of Recruiting and Analytics @Google F/@Yieldmo, F/ @ZocDoc, @Babson Beaver, @NYUStern #MBA My tweets are my own.
Mr. Dislocation @minderbinderLLC
227 Followers 221 Following
Squish @SquishChaos
26K Followers 2K Following
Adam Silverschotz @ASilverschotz
493 Followers 2K Following Co-Founder, Tru Arrow Partners https://t.co/7OGIAhhUYq. No investment advice, views are my own. Term Member, @CFR_Org.
Dash Dashington @AlwaysBeBullish
462 Followers 1K Following Buyside vet. Looking to educate and learn. Core Beliefs: EPS drives value; moats drive duration; Avoid blowups & target 15% IRR.
Kris Rymer, CPA @KrisRymer
651 Followers 686 Following CPA and entrepreneur passionate about finance | Sharing analysis on stocks, REITs and private equity/credit | Educating other investors @AccreditedLP
hugh @hugh_gibbons
375 Followers 2K Following
peripheralthings @greentardscycle
1K Followers 339 Following stock investor, no recommendations, do your own due diligence
Ana Faris @AnaFaris16
90 Followers 1K Following
Alex Bossert @alexbossert
7K Followers 3K Following Founder & Portfolio Manager @ Bossert Capital. Tweets are not investment advice.
Campbell Wilson @Campbell__W
2K Followers 1K Following Founder/PM at Old Well Partners. Former endowment investor. No investment advice, views my own
Eaglestone Capital @fstupart
289 Followers 2K Following Investment Manager looking for value & growth; founded by Fred StupartAdded 39 new stock pitches to the website, including: @SebKrog - $SGRP @HiddenValueGems - $CKN.L @KrokerEquity - $KER.PA (neutral) @memyselfandi006 - $MBH3.F @atmosinvest - $EPSIL.AT and a bunch of fund letters
I need to say thank you to my patrons! I write all my articles for free because it means so much that over 1800 subscribers WANT to read my work. However, my subscribers that donate to support my passion means too much to describe. Thank you all! Hope to keep it up🥂
$OCUL adding significantly to my position here. Initial position taken in mid $3's. Being opportunistic here and lower should sellers not be exhausted. Thank you sellers for this opportunity :).
CC Investors that might have interest: @MatasBaliukonis @SvnCapital @GaliciaInvestor @svillsss @RahulSetty_ @LogicalThesis @DTF_Capital @CJ0pp3l @retaox @0xHorseman @oscar100_x @Picolinie @MoS_Investing @CompassInvStrat
@DTF_Capital Here’s my answer🙏 hope you enjoy
NEW POST: Kinsale Built for Efficiency and Profitability $KNSL In this post I dive deep into the company's competitive advantages, the E&S market as a whole, the Insurance Supply Chain, and diagnose why this Carrier will continue growing Market Share! Link below!
Taken some time (almost two months) off of keeping up with writing/tweeting. I've been trying to figure out how to add more value to the publication and for you all. But now I'm back! Expect some changes (+ a new project on the way out in the next few days 👀)
@DTF_Capital I think you should understand Kinsales full business model first! Will be trying to finish up my post today and will tag you. No bear I’ve talked to thus far really understands the industry or business
@FundasyInvestor @Nik__K22 Could see it drop, GWP has been dropping
$KNSL what stops other insurers from doing what Kinsale does? What's Kinsale advantage here? Keen to hear from bears.
$KNSL Crushed Q1 2024 Earnings ✅ Gross Written Premiums up 25% ✅ Diluted EPS up 77% ✅ Diluted EBIT/Share up 43% Combined ratio down around 70 bps to 79.5% Annualized ROE around 28% Up 7.5% AH on this double beat!
Check out my bio and my SS for more info sleepwellinvestments.com
@DTF_Capital @Preliudas @Pharmdca I read the public reports on outcomes and side effects. As for “soon”: today? Yes it’s up huge today, but I don’t have a crystal ball. I believe it will be up much higher from here this year.
3 stock pitches I shared in the free newsletter: - @WhiteResearch is short $AUID believing their product has no demand - @DTF_Capital adds $WSC to their portfolio - VIC pitch for $LILAK with over 200% upside
Teladoc Health was one of my big mistakes 💔 The stock is down 95% since ATHs, and 50% in the last year alone 🫠 Since then, the CEO has been kicked out 🥴 Thankfully I have had more wins… but this serves as a reminder NOT to take advice from ANYONE on Twitter! $TDOC
If you read my post from Wednesday, you'll know that when people fail to answer the question directly, they might be trying to hide something.
Ouch
$META Q124 in one sentence "we should invest significantly more over the coming years to build even more advanced models and the largest scale AI services in the world." Probably nothing... -15% AH
$MSFT $GOOG $AMZN $TSLA: So we are going to spend basically all our excess cash on GPUs for AI over the next few years. We hope to secure a $10-15 recurring fee per user. That will let us break even in a decade. $META: We are planning to do the same thing but it'll be free.
$META Q124 in one sentence "we should invest significantly more over the coming years to build even more advanced models and the largest scale AI services in the world." Probably nothing... -15% AH
Earnings are not bad at all though, pretty good, just have to watch out with costs at Meta, revenues are fine
Trends for United States
You might like
