Barely Investible Capital Management Ltd @LowAlphaHighVol
Hedge fund allocator on an island. Got 99 problems but backtested returns ain’t one. Heard and McDonald Island 🐧 Joined August 2019-
Tweets15K
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Followers5K
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Following2K
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Likes42K
@gurgavin Honestly the copper company in Peru might be the better stock
@AJButton2 How has it worked out for Alibaba?
@atc6955 @EdmundSimms Searching. Will report back.
@JohnLeFevre This has Dubai written all over it
@capitalatrisk23 Nah I’m blending in full on Americana - MAGA hat or purple hair wig, whatever is required
@HayekAndKeynes @PegasusFund What ROI data do you see?
@onchainrapist @based16z Seems conservative
@0yveyy I know some of those masochists, don’t get why they like the pain so much
@WaterworldCapi1 Definitely not Gen Z
@PAtrading100 Possible yes. But for the entire AI supply chain having the US and China build out two full separate stacks is a huge boon. Also, have any thoughts on $GDS ? Should be great news for them no?
Wow. That’s some serious commitment. Not a good era to be bearish AI. Goes on to say: “The idea is to rely on local suppliers including Huawei Technologies Co. for at least 80% of technology such as AI chips, effectively squeezing out $NVDA and $AMD”
@zephyr_z9 Glad I bought the NCI dip then
Idorsia refinanziert Schulden und verlängert Liquiditätsreichweite brnw.ch/21x3bWl
@BowTiedBull No, it tells you that inflation for the elite has been much much higher than for the poors, if anything we should have a moment of silence for their suffering and consider some govt support for the elite.
@BrianTycangco Even one of the best-governed developers in the Philippines can't escape a de-rating when the jurisdiction, the cost of capital, and the flow picture all move against it.
@TheStalwart Asian family offices are touting it
@tphuang Well, we had a good run
Barium Titanate consumption will go up a lot more Check out NCI as well
Prepared Remarks @P_Remarks
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Gavin Baker @GavinSBaker
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Baufinanciaphaster �... @bauhiniacapital
25K Followers 6K Following 残り物には福がある. Trafiquant de l’ésotérique. Int'l Man of Mycterism. Usually couth, sometimes kempt, often gruntled. Strong convictions, held weekly (or more often).
The Transcript @TheTranscript_
100K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Brendan Ahern @ahern_brendan
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Bucket Shop Capital @bucketshopcap
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LST @LongShortTrader
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Olivier (Emerging Val... @ReturnsJourney
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Barbarian Capital @BarbarianCap
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Iris @Intotheiris_609
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ᴄʟᴀʀɪᴅᴇɴ ... @ClaridenCapital
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Andrew Marshall @AndrewM61370616
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Jeffcafe, private det... @jeffcafe_
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David Simon ll @ytwqnpsnqz
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Jim @Jim530567811473
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Michael Yang @hi54yt
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Euroshort @btcshore
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M🌴AM🌴 V🧊 @anthonyBrixcity
773 Followers 3K Following UJJAYI 🧘LGM. Defense wins championships. made kiss Cam on Endy night , B2B World War Champion. Islam Hater
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mkasnyik @mkasnyik
505 Followers 323 Following CEE market reporter at Bloomberg News. (Views or retweets do not represent my employer.) Formerly https://t.co/W08Lh11gXj, 444, Index.
George @Gechv
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Jamie B @jamiebrough
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Karol @KarolPioAPAC
644 Followers 781 Following Riding fintech waves between mangroves and Tatras:) Any of my comments and information published here should not be viewed as investment advice!
A江 @ArDeLabra
63 Followers 305 Following
F J @im_realtalker
124 Followers 367 Following Memes. All views are my own. Retweets are not endorsements. Tweets are for educational purposes only, not financial advice. Featured on Inside the NBA, TNT.
THE HUNGRY INVESTOR @hungryinvestorx
110 Followers 224 Following Semi-Retired with a Passion Project. I don’t gamble but I do like a potential 10x. Lover of Whiskies, Wines, and Lagers!
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Le Shrub🌳 @agnostoxxx
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Kuppy @hkuppy
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Michael Fritzell (Asi... @MikeFritzell
35K Followers 3K Following 16 years in Asian equities. I'm the author of the "Asian Century Stocks" newsletter. Personal account.
Prepared Remarks @P_Remarks
32K Followers 945 Following
Wasteland Capital @ecommerceshares
134K Followers 394 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.
Gavin Baker @GavinSBaker
250K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Bob Elliott @BobEUnlimited
250K Followers 790 Following CIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit | Comments not investment advice
CN Wire @Sino_Market
133K Followers 758 Following Covering China's business and market. Check out our real-time news website @MKTNews_Global https://t.co/Fo0645eIQ0
modest proposal @modestproposal1
124K Followers 861 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
Brandon Beylo @marketplunger1
111K 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
Daniel S. Loeb @DanielSLoeb1
177K Followers 2K Following Investor in public and private equity and credit securities. Sometime purveyor of dad humor.
Andy Constan @dampedspring
368K Followers 420 Following https://t.co/SgaSuGdrox macro & beta @2Graybeards for beta. Both for investor education, Brevan Howard, Bridgewater, Salomon, Dad of 4. Go Penn, No tweet is advice
Julian @yulin98434
77 Followers 59 Following L/S Equity HF | Semis, robotics and software analyst | Not Investment Advice
Vikram Sekar @vikramskr
19K Followers 1K Following Substack: https://t.co/5UsdT8vge6 | Podcast: https://t.co/SNW32CTIA2 | Free daily updates: https://t.co/u3oy4USff9 | Consulting: https://t.co/td2KzHj0Cz
tphuang @tphuang
35K Followers 401 Following My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
TacticzHazel @TacticzH
37K Followers 305 Following Long-Term Investor | Focus on Quality Fundamental Analyses and Insights | Join 4000+ readers: https://t.co/XZyrRNCFMg | https://t.co/hbCC9qnITA
Simeon Research @SimeonResearch_
11K Followers 480 Following Hunting Asymmetrical and Overlooked ideas worldwide | Founder Simeon Capital & Co Founder AAIG | NFA
Markos @MarkosAAIG
11K Followers 181 Following Founder AAIG. Building a multi-analyst multi-sector platform bringing institutional-level research to retail. Currently: HBM, AI infrastructure and defense.
Kairos @KairosPraxis
5K Followers 441 Following The first rule of investing is to not take yourself too seriously, and actually have fun.
Eaves @Eaves_App
220 Followers 97 Following The Hedge Fund Tracker Pick stocks like the pro's. Catch ideas before they go mainstream. Download: https://t.co/x8s9hltaMD
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9K Followers 1K Following Thematic Equity & Macro Research @Citrini. Not investment advice.
kokycpcb @pcbanalysis
6K Followers 79 Following Senior PCB Industry analyst in Taiwan. Our team offers unmatched expertise in executing deep-dive, fundamental analysis of the global PCB supply chain.
SemiVision @ JPCA👁... @semivision_tw
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40K Followers 99 Following Engineering-Driven Investment Analysis
LatentValue @latent_value7
6K Followers 1K Following My tweets/substacks shouldn't be used as investment advice. I speculate and infer often. Do your own diligence. Assume I own names I post about
Thierry from arvy �... @ThierryBorgeat
25K Followers 700 Following CFA | Quality stocks | Deep dives on compounders, market cycles & investor psychology | 12k+ readers | #IBDPartner
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郭明錤|Ming-Chi ... @mingchikuo
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Tom | Invests @stockswithtom
669 Followers 497 Following Helping you navigate Tech & Semiconductors 💻🔬 Deep dives into Macro & Monthly Portfolio updates 📈 Tracking the path to financial freedom NFA
Nebulizer @SMASIMHO
603 Followers 69 Following 97.8% $NBIS, 1.2% $ANET, 1% $CIEN Opinions are biased. Portfolio is undiversified.
Five Points Capital @fivepointscap
3K Followers 1K Following Aspiring philanthropist. Personal views only. Not investment advice. Posts are not a recommendation to buy or sell any securities.
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563 Followers 532 Following 10yr+ Fundamental L/S TMT & Consumer Investor. Portfolio Manager & professional vibe trader. Level 900 CFA up to no good.
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828 Followers 598 Following Compounding,but always learning.“If you’re not a liberal when you’re 25, you have no heart.If you’re not a conservative by the time you’re 35,you have no brain”
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102K Followers 377 Following The largest LLM marketplace. 500+ models (incl. 50+ free), the best prices, explorable data, private chat, & a unified API. https://t.co/qJG5mKrQ6j
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Bogachan Ozdemir @Bogachan_1971
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Internal Tech Emails @TechEmails
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Leonid Mironov @leomironov
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