Innovation Partners Capital @IPC_fund
Licensed Fund Manager in Singapore Joined May 2020-
Tweets26
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Followers9
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Following71
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This guy is anonymous but he makes some really important points about @SECGov's move to shift to bi-annual earnings. He describes himself as conservative retail investor "who has consistently supported efforts to reduce regulatory burdens." Worth a read. sec.gov/comments/S7-20…
I would have expected the market to start discerning between SaaS that is impacted by AI, SaaS that needs to evolve, and SaaS that benefits from AI. Analytical SaaS, Creative SaaS is in category 1, System or Record, Human workflow and Engagement and Productivity are in category 2 and Infrastructure SaaS and Cybersecurity are in 3. This constant paranoid reaction of the market will continue to create buying opportunities for the discerning.
Valuations are no help in finding a floor. Flows, forced sellers, and technical factors trump fundamentals in the short run. Yves Bonzon, Group CIO Julius Baer
The stock market IS expensive. It never does well from this level of valuation:
Tangibles REIT Fund generated absolute return of 9.9% in september net of mgt fees. Trying to prove that good Active funds can beat passive funds. cc: @ishares
Our TANGIBLES Global REIT Fund is up 6.74% in August (Net of Fees). The Time has come..
Launching TANGIBLES Fund Opportunity in Global Real Estate via REITs linkedin.com/pulse/launchin…
SPAC's are poison ☠️ and likely your biggest bags if you ever got involved in them. Worst 🎰 game out there. The sooner you realized this the better off you are. Here is an UPDATE on current status of many names you'll recognize. 👇 #SPACtoReality (1/6)
Microsoft to buy Activision Blizzard for USD 95 per share in an all-cash deal. Current share price is USD 82.31. Enjoy the gains. #arbitrage #microsoft #ActivisionBlizzard
Not all short sellers had a bad year Big year for activist short sellers breakoutpoint.com/blog/2022/01/a…
If you choose the give money to the likes of Cathie Woods, Chamath, etc. This is bound to happen. #pumpndump
ARKK’s Investors Have In Aggregate Lost Money sl-advisors.com/arkks-investor… $ARKK
China tech actually looks deep value right now. #Accumulate
We're short $ASTR. Report at kerr.co/astr. Facing a 91m share lockup expiry tmrw, $ASTR is 2021’s worst space SPAC: a $2b pre-rev launch co, announced at height of the bubble, bleeding cash trying to build hundreds of puny, unreliable rockets for a nonexistent mkt 1/7
@HindenburgRes Great YTD for Hindenburg w their short / critical calls breakoutpoint.com/blog/2021/10/a…
$V paid $150,000 for this:
The Buyers of Beeple's $69 Million NFT Sold Speculators on a Crypto Art Investment Scheme, and It Is Not Going Well | This Beeple sale story is very interesting news.artnet.com/market/b-20-to…
NEW FROM US– Ebang: Yet Another Crypto “China Hustle” Absconding With U.S. Investor Cash (1/x) hindenburgresearch.com/Ebang/ $EBON
Blue Orca is short Seek (ASX: $SEK), a roll-up of online recruiting platforms with toxic levels of debt. Seek trades at 404x forward earnings because it claims its platform Zhaopin is China’s #1 player and growing rapidly. We think this is bogus. Report @ Blueorcacapital.com
CandleSniper🇺🇸 @Vlorausou8179
44 Followers 2K Following 15-30% Monthly | 2 High-Conviction Stocks.Short-Term Gains: 15-20% in Days/Weeks.DM "JOIN" for WhatsApp Alerts. Live Trade Signals • Market Analysis
Camila Johnson @johnson_ca95914
85 Followers 599 Following
Piyush Chaplot 👨�... @piyushchaplot
492 Followers 117 Following @smartauditteam @globalisor @IPC_fund
MCD MEETINGS @McdMeetings
15 Followers 173 Following Professional Lead and Management Marketing Services for the Financial Sector.
CA Aashish Jain @ashishca2002
1K Followers 5K Following #NARENDRAMODI_BJP supporter, #against_corruption_scam_Blackmoney , tweet & rt are not personal views and endorsements
Tokyo Deep Value @TokyoDeepValue
34K Followers 9 Following Japanese stocks are the last great deep value trade on earth. Rock solid balance sheets. Monster cash flows. Dirt cheap prices. I find them and buy them
Jamie Halse (Senjin C... @JamieHalse
6K Followers 922 Following Japan-focused shareholder activist. Buying stakes in Japanese small caps for ~30c on the $ and engaging with them to realise the embedded value . DMs open
Trade With Congress @tradewithcong
73K Followers 81 Following Connecting the dots, so you don’t have to. $4.4B+ traded by politicians since 2014. Go to Altoneer to trade with them 🤓
Earnings Whispers @eWhispers
560K Followers 405 Following Providing key trading information around earnings releases.
Unemployed Capital Al... @atelicinvest
21K Followers 1K Following slingin' tokens https://t.co/vEw7GWbj9f
MDC @ClarkinM
8K Followers 1K Following CLOs by day, moonlight as a special sits/event-driven investor by night over at Clark Street Value
Systematic Microcaps ... @systvest
3K Followers 276 Following Value/Mom Microcap Trader 📈 Dr.-Ing., 33 🇩🇪 🇺🇸 No Financial Advice, Affiliate and Freelance Consultant at Portfolio123
AmadeusValue @AmadeusValue
4K Followers 9 Following Long-only PM investing in GARP and special situations globally.
Made in Japan 🇯�... @InvestInJapan
12K Followers 987 Following Everything on Japanese Culture & Investing 🌱 Local market insights 🗺️ Quality 📈 Hidden Gems 🔍 Unique mental models 🧠 Views my own. Not investment advice.
Travis Lundy 👹 @travislundyasia
6K Followers 2K Following Tweet reading, Independent Investment Research, usual disclaimers apply. Also, 👹-verified.
Kevin @atomicalcapital
13K Followers 624 Following Ex-nuclear engineer hunting hidden atoms. Teaching investors to wield Claude as a junior analyst.
Otto Oehring (underva... @Otone821
2K Followers 20 Following GrahamDodd and GARP Investor Goes Japan
Dan Rasmussen @verdadcap
47K Followers 1K Following I am the founder and CIO of Verdad Advisers and author of The Humble Investor. Views are my own. Join our email list: https://t.co/QMgjwSLMeW
John Rush @johnrushx
117K Followers 3K Following I run the most automated org on earth, using the AI Agents I built. @unicornplatform @indexrusher @listingbott @seobotai https://t.co/QIghafVlCy 24 startups → https://t.co/1ML5MmAQ7X
Stonks Value @DeepValueStonks
6K Followers 156 Following Value investor from Poland running a family portfolio with ~25% CAGR since inception. Not investment advice.
The Long View @HayekAndKeynes
164K Followers 707 Following I help make sense of the global economy by analyzing monetary and fiscal policy, economic trends and capital flows.
Ace Global Value @aceglobalvalue
3K Followers 637 Following Value investor. International focus, special situations, micro/small caps. "Show me the incentive and I'll show you the outcome."
AltayCap @AltayCapital
15K Followers 988 Following Value investor. Istanbul. Nothing I post is investment advice. All my writeups are free. No paywalls. https://t.co/vNBoJqnyTK
Japan Guru @japan_guru_x
4K Followers 0 Following Battle-tested, Japan activist advisory like no other.
Nitin Sacheti @Nsacheti
567 Followers 77 Following Appreciative of productive capital allocation, both professionally and philanthropically
European Dividend Gro... @European_DGI
30K Followers 1K Following Retiring early on dividends in Europe - and showing you how 🇪🇺 | European Noble 30 | Dividend Talk Podcast | Personal opinions only, not investment advice
Dividendology @dividendology
116K Followers 1K Following Follow for the Best Dividend Growth and High Yield opportunities! 250k subs on YouTube and growing!
InsideArbitrage @InsideArbitrage
6K Followers 712 Following Event-driven platform focusing on Special Situations
Asif Suria @AsifSuria
13K Followers 6K Following Founder of @InsideArbitrage Co-host of The Special Situations Report podcast
Hudson Labs @HudsonLabs
4K Followers 1K Following Find what matters in public markets Guidance, catalysts, risk, and high-precision financial drivers — institutional-grade AI.
footnoted @footnoted
28K Followers 2K Following Reading SEC filings obsessively for the past 20 years. Home of the Friday Night Dump. Stay tuned for more products. Find out more here: https://t.co/P8Dz61B1pT
Iceberg Research @IcebergResear
22K Followers 425 Following Revealing financial manipulation and accounting frauds. Suing us is bad for your health. Ask those who tried. Tips? info(at)https://t.co/E8pWp5G2Ov
Charlie Tian, GuruFoc... @GurufocusC
2K Followers 124 Following https://t.co/5clIE43KX9, https://t.co/WaYbKzzVlr
FuzzyPanda @FuzzyPandaShort
36K Followers 169 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
J Capital @JCap_Research
25K Followers 776 Following Activist short- and long-research shop publishing investigative reports on publicly traded companies. @jcapresearch.bsky.social
Hunterbrook @hntrbrkmedia
42K Followers 0 Following Accountability. News & Investigations. [email protected] No ads. No paywalls. https://t.co/Lx31NPzaiz Disclosures: https://t.co/Uerwg8tKT7
Capybara Research @CapybaraShort
7K Followers 328 Following Deep research on scams, frauds, and bad actors. Not financial advice, do your own DD.
Protean Funds Scandin... @Proteanfunds
4K Followers 6 Following Scandinavian. Versatile. Skin in the game. Investments can both increase and decrease in value. You are not guaranteed preservation of invested capital.
Fundsmith LLP UK @FundsmithLLP
13K Followers 3 Following Investment management company, founded in 2010 by Terry Smith. Account not for US persons. View social media notice: https://t.co/kdAm7JAa1f
Quintessential Capita... @QCMFunds
24K Followers 686 Following Value investing, shareholder activism, deep due diligence. Not investment advice. ALL of our statements here are OPINIONS. AI used to optimize our text.
Idea Brunch @IdeaBrunchEmail
4K Followers 98 Following Interviewing Great Investors. Get great investor interviews and idea pitches in your inbox: https://t.co/E4jsRynmiP
White Diamond @WhiteResearch
10K Followers 49 Following Official twitter account for White Diamond Research. Check the website for our published reports and track record.
Breakout Point @BreakoutPoint
20K Followers 468 Following We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Posts are not investment advice.
Culper @CulperResearch
37K Followers 0 Following
Jehoshaphat Research @JehoshaphatRsch
12K Followers 637 Following I'm really glad you corrected me, Lisa. People are always really glad when they're corrected. - Homer Simpson See track record and terms of use on our website
Joker Research @JokerResearch
969 Followers 25 Following
Scorpion Capital @ScorpionFund
84K Followers 206 Following Activist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice.
The Friendly Bear @FriendlyBearSA
17K Followers 792 Following
Joseph White @JosephWhite1955
155 Followers 21 Following Whistleblower, exposing corruption in financial markets.
Nick at ListingTrack @listingtrack
74K Followers 131 Following Event-driven intel. Covering market themes, IPOs, public M&A, SPACs, and additional special situations at https://t.co/LaXQH41kM0
Kerrisdale Capital @KerrisdaleCap
90K Followers 191 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/QPFWQo6HS4
Copperfield Research @CopperfieldRscr
7K Followers 10 Following Shining a light on business models and accounting shenanigans.You might like
