Barren Wuffett @LuukvStr
Fan of excellent companies & great thinkers. Joined November 2022-
Tweets123
-
Followers24
-
Following251
-
Likes276
Hi everyone! I’m excited to share my deep dive on Dino Polska - $DNP.WA. I know it's not the first deep dive ever of the company. However, I hope you’ll learn something new about their challenges, future growth, valuation, and more. Enjoy! :) open.substack.com/pub/mindfulcom…
I just posted a new blog called "What I Learned from Every Annual Letter of Terry Smith". It took me quite a while, but there's a lot of awesome wisdoms on quality investing in there. Hopefully, you'll learn something new! :) open.substack.com/pub/mindfulcom…
$IBKR Q2 ER look very solid. I’m (still) long IBKR! - Accounts grew 28% (!) to 2.92 mln - DARTs grew 28% - Margins grew again (72% pretax profit margin) - Huge cashposition of $15.2 bln Awesome! If this makes you interested in the company, check out my deep dive on IBKR! 👇
Hey everyone! I wrote a blog on the key (16!) lessons from ALL the annual letters of François Rochon. I took me quite a while, and it's extensive. Hopefully you'll learn a lot! Rochon loves quality with $KNSL, $ABNB, $META, $MKL, $LULU and $NOVO. Enjoy! open.substack.com/pub/mindfulcom…
Buffett’s basic principles written about in The Warren Buffett Way by Hagstrom. Quality!
I made my first deep dive! It's an extended analysis of Interactive Brokers, $IBKR 🇺🇸It's a must-have for your watchlist (or portfolio). Why? - Owner-operator with skin in the game - Great competitive advantage - Lots of growth left - And more.. Enjoy! :) open.substack.com/pub/mindfulcom…
Working hard on my $IBKR deep dive 🇺🇸 awesome high-quality company which you’ll only notice once you delve deeper into it! Can’t wait to share my findings with you all. - 71% operating margins - Owner-operator - Multiple competitive advantages - Room to grow … :)
This is exactly why I love Terry Smith’s vision, and why I made a blog about his fav subjects: - Return on Capital Employed (ROCE) - Why ROCE > EPS - Retaining Earnings - Why stocks are unique - When (not) to sell open.substack.com/pub/mindfulcom… $HIMS $DNP.WA $KNSL $TEQ.ST $TOI.V $KPG
Terry Smith on why you should buy Quality businesses:
@OestaOne @Samuel947117225 @EmmanuelFinanc1 @presidential01 That number is for subscriptions with a tenure of at least 2 years. I do find it difficult to interpret that number. Besides that, I'm not sure if 85% is good or not? I'd just love management to give us more insights in these numbers to be honest :)
@Samuel947117225 @EmmanuelFinanc1 @presidential01 If you’re a long term investor you should welcome the stock trading lower!
@Samuel947117225 @EmmanuelFinanc1 @presidential01 I think $HIMS will be valued a lot higher when those concerns are gone!
@Samuel947117225 @EmmanuelFinanc1 @presidential01 HIMS needs to convince the market that it can grow revenue & subs without the marketing spend. They don’t tell us their churn numbers, so I get why the market is a bit hesitant - it could be that sub numbers start slowing or falling if they stop marketing (and have high churn).
@FundasyInvestor Yeah fair enough! My game is buying high quality compounders with good management, a competitive advantage and for a reasonable price! I know EVO (ofcourse) but still haven’t really got into it. Together with Dino, which price is a bit too high for me. Thanks! I’ll look at MAD
@CompTortoise Sanlorenzo is an interesting one. You’ve got any good write ups on them?
@returnoncap @wmvmangan Do you also mean Tencent? Feels like a bold move to question their capital allocation.
@FundasyInvestor @KoyfinCharts Won't be much longer before I'm starting a position in this compounder!
Blaxed @Blaxed915446
200 Followers 7K Following Strong women don’t have attitudes, they have standards.
kapkasadlo97600 @kapkasadlo68434
9 Followers 517 Following Get fre😪e s😔toc😇🤤k advice from over 1000 experts and achieve😢 r👹eturns of 50%-120%. Conta🙉ct us via WhatsApp.👇https://t.co/0Nkl8qGDQN
Artim @Artim752837
3 Followers 198 Following
Wendy @costaridin34915
8 Followers 488 Following
yswajar @yswajar92285
0 Followers 157 Following
Tawgoq @Tawgoq8915
35 Followers 1K Following
IPOTrackerX🇺🇸 @Mwuorjee457
48 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
Tesla Facts @truthtesla_
85 Followers 4K Following Spreading Tesla facts, countering disinformation. Tesla fan account.
Make money easily @dlO1pU7fu8g6At
18 Followers 551 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Costas 🍷 @greco_investor
184 Followers 3K Following Just a Greek guy looking to become a better investor.
Mark van Barneveldt @markrilmvv27
122 Followers 157 Following
𝐿𝒪𝑅𝒟 𝒱... @1982_voldemort
214K Followers 19K Following 213k lContenido para adultos Contenido propio 🔞|Aquí su Chef 🧑🍳 Hot Gracias 🙏 por seguirme https://t.co/CiQFVi0roj
Elli C. @EcommerceElli
137 Followers 4K Following CRO "March" Madness. 16 experts compete head-to-head. Each "game" is two experts analyzing one brand. You decide the champion. https://t.co/R62ZMK9K7s
Marc @Marc00794159
1 Followers 4 Following
Mens Health @MensHealth01
30 Followers 216 Following Men's Health is the brand for men that live by for fitness, nutrition, health, sex, style, grooming, tech, weight loss, and more.
Amy @irritability23
112 Followers 496 Following Ideal is the beacon. Without ideal there is no secure direction ;without direction there is no life
David Ryan @dryanr301
144 Followers 1K Following 3 time U.S Investing Champion 1985,86,87, Portfolio Mgr New USA Growth Fund 1993-98, Wm O'Neil & Co. 1982-98, Ryan Cap Hedge Fund Mgr 1998-2014
John Barker @johnbarker44
992 Followers 962 Following $APP $OUST $SKYT $IDCC $NXT $ROOT $YOU $RKLB $RBRK $ASPN
Investor. @CircleStocks
32 Followers 246 Following
Luuk @MindfulCompound
552 Followers 962 Following Investor in quality businesses led by excellent managers, while ensuring I don’t overpay 🧠 Next to that, I’m a writer of a blog on (high-)quality investing! 📚
Quality Stocks @Quality_stocksA
38K Followers 231 Following Quality and Long-Term Growth at a Reasonable Price
SVN Capital @SvnCapital
11K Followers 384 Following Founder, Portfolio Manager - SVN Capital "Money often costs too much" - Ralph Waldo Emerson Disclosure: https://t.co/mPynSZsgwR
Mohnish Pabrai @MohnishPabrai
264K Followers 976 Following Pabrai Funds, The Dakshana Foundation, @wagonsetf; author of The Dhandho Investor and Mosaic. Views are my own.
William Green @WilliamGreen72
47K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets & Life" (https://t.co/7842Q0Vv1B). Host of the Richer, Wiser, Happier podcast.
Teemac @Teemacsj
3K Followers 573 Following Student of investing greats...tweets are my own. Financial entrepreneur. Dad. Husband. Car nut. Dog lover.
Andrew Walker @AndrewRangeley
37K Followers 804 Following Emperor of @YetAnotherValue. Part time podcast host / blogger; Full time Cookie Monster.
Brad Gerstner @altcap
208K Followers 1K Following Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
Dirk De Weghe @DirkDeWeghe1
865 Followers 1K Following Investment Strategist @ Coformaco - Former Sell-side Equity Analyst @ KBCS - Investing for fun - Opinions are my own!
Stream by AlphaSense @StreamRG
3K Followers 4K Following The market’s broadest and highest-quality expert interview transcript library. Over 30,000 one-on-one interview transcripts on-demand.
Tobias Carlisle @Greenbackd
71K Followers 2K Following Founder, https://t.co/rjHtXEyEjy | $ZIG & $DEEP ETFs | Author, Acquirer's Multiple (https://t.co/84Cyi4YgrD)
Partnership Investing @PartnershipInv
3K Followers 475 Following Investor. Interested in global high-quality companies Read my work @ https://t.co/xjjFrNpuo1 DM open
Jonathan Abenaim @jonnyabenaim
1K Followers 602 Following
Adam J. Mead (Watchli... @BRK_Student
8K Followers 469 Following Writing about investing and Berkshire Hathaway: https://t.co/KAbfHdUPrQ https://t.co/MpKqfVl9nN
Aswath Damodaran @AswathDamodaran
484K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Christopher Bloomstra... @ChrisBloomstran
128K Followers 1K Following 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.
Howard Marks @HowardMarksBook
207K Followers 27 Following NY Times Best-Selling Author and Co-Chairman & Co-Founder of @Oaktree. Account run by Howard’s team. Disclosures: https://t.co/oy2o0BjJfn
Daniel Zhang @CXODanielZ
3K Followers 78 Following Long-term compounder of assets, experiences and most importantly, hapinness. CXO @ Teqnion.
Steve Clapham, Analys... @steveclapham
13K Followers 3K Following Former hedge fund partner. I train professional investors in forensic accounting. Online investing training school. I can help you become a better investor.
John Huber @JohnHuber72
49K Followers 1K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Durable Investments �... @retaox
10K Followers 2K Following Silicon Valley Operator + Wall St Investor. Open to work on interesting opportunities. Tweets are just personal notes.
simple investing @simpleinvest01
22K Followers 276 Following Buy-side Portfolio Manager | Long term, fundamental, bottom up investing | Link to Outperforming the Market below (top 50 finance Substack)
Daniel Mahncke @MnkeDaniel
119K Followers 246 Following For Weekly Company Deep Dives, Subscribe to the Free Intrinsic Value Newsletter: https://t.co/LxBKfdsrlg
AlphaSense @AlphaSenseInc
34K Followers 509 Following Powering the world’s biggest decisions. 7K+ enterprises trust our AI and market intelligence platform to deliver timely insights. (Not investment advice)
Pythia Cap: Partially... @PythiaR
70K Followers 994 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Jon Cukierwar @JonCukierwar
16K Followers 425 Following Founder of Sohra Peak Capital Partners Disclaimer applies to all posts: https://t.co/C1dK5tA83R
Pedro León García @pedroleongarci2
3K Followers 414 Following Portfolio advisor at Galileo Capital. Trying to make myself and others as free as possible.
Gotham City Research @GothamResearch
49K Followers 0 Following
Barry Schwartz @BarrySchwartzBW
38K Followers 352 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Webko Wuite @webkowuite
678 Followers 5K Following Moat Investor and FPL addict. Opinions are my own. 🇳🇱
Interactive Brokers @IBKR
442K Followers 59 Following Rated #1 Active Traders and #1 International Trading in 2025 by https://t.co/56Z2dpeP0u. Trade more worldwide from a single unified platform.
Simon van Teutem @S_VanTeutem
23K Followers 2K Following PhD candidate @NuffieldCollege | columnist @decorrespondent | ex @OurWorldInData | views my own
Rob Jetten @RobJetten
99K Followers 2K Following Minister-president | Partijleider D66 | beheer door teamD66
Luis V. Sanchez @LuisVSanchez777
9K Followers 828 Following Founder of LVS Advisory, a boutique investment firm. [email protected]. Tweets are for information only, not investment advice.
Invest In Assets 📈 @InvestInAssets
121K Followers 418 Following Helping you build wealth with insight on quality stocks. Building a $1 million stock portfolio 🧠 Sharing my journey at https://t.co/gYXjhhmzIc 📈
Michael Mauboussin @mjmauboussin
157K Followers 377 Following Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
From Growth To Value @FromValue
121K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
Costas 🍷 @greco_investor
184 Followers 3K Following Just a Greek guy looking to become a better investor.
Yves Sterckx @YvesSterckx
496 Followers 318 Following beleggen in kwaliteit, tennis, schaken, reizen, de Kempen, CIO
Newcomer Investor @NewcomerInvest
8K Followers 549 Following Discussing great businesses with wonderful people! Tweets are NOT financial advice. DYODD. 🇨🇦 🇫🇷 🇬🇧
Mr. Rechercheur @MrRechercheur
2K Followers 208 Following Professioneel rechercheur in hart en nieren || In één van de drukste steden van NL || Tactisch, analytisch en volhardend || Op persoonlijke titel
M Mohan @mukund
60K Followers 155 Following Long term investor - https://t.co/9CsbGgAktB Day job: PE fund @IncVangal with investments in @yirlaagency, @peridotdev @fundamentell & 18 other startups
Dirtcheapstocks @dirtcheapstocks
36K Followers 237 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice. I don't post from any other account on X.
Aalberts @AalbertsNV
238 Followers 3 Following Mission-critical people and technologies: you will find Aalberts where technology matters and real progress can be made. Humanly, environmentally, financially.You might like
