Claybrook Capital @MagicCompounds
Hoping to be an above average investor someday Joined June 2025-
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@institLPGP @CrosscheckC @ebitdaddy90 I think they can definitely help you figure out the key drivers more quickly but in my experience do not do a good job of having a nuanced view of said drivers
@evrgn11112231 @PythiaR This, if done correctly, will be what changes the narrative.
@rennyzucker @100o111 I can hear it
@Midnight_Captl Putting out a cloud business is bad. Do you see it as a positive? Why
@TaylorStCap Looks bad… but your point stands could be better long term, could get someone who wants to return capital…
@Divergent7651 Totally agree! I just hadn’t seen you post in a while and thought you were someone else mostly bc of pfp hahaha
@returnoncap @manofsteel12_11 Can a company do this 30% cheaper? Build out the regulatory and global scope/scale?
Expectations Investing was the one book that flipped valuation for me. Many people build a DCF, land on a number, and fall in love with it. Mauboussin and Rappaport made me do the opposite. Start from the price. Back out what the market is already paying for. Then ask the only question that matters, which is whether those expectations are actually beatable. Early in my career this rewired how I read a stock. I stopped caring about my own growth assumptions and started interrogating the market's. That one habit carried me through my first few jobs. I don't always agree with the heavily quantitative house style. But the framework for how to think, and how to read what a price is telling you, has held up across every cycle I've worked through since.
This is the time of year when a lot of investment firms welcome interns. While our work is geared toward institutional investors, a lot of it can be useful for learning about markets and the investment process. Here are a handful of reports and how they can guide interns:
@gregoryblotnick @piktoggle_ Also need to see what they did before… my guess is investing
@DWong223443 Ya hard quarter for them so I imagine just redemptions and rebalancing
$BLND Haveli seems to agree with bull case
@Investor_NICK_ It’s also become more and more of a partisan issue. And you can see the number of people expressing strong opinions (unsolicited) in the survey has grown substantially. Makes me question data quality
As a junior analyst, do not, and I repeat *do not* use AI to write an investment thesis. Particularly if you are using said thesis to try to get a job. Your job is to use AI to find creative ways to go incredibly deep on the key drivers of a business with AI, then create rigorous due diligence tracking systems for the key drivers. And FOR SURE highlight that work as part of your pitch. You are trying to highlight the tool as something that deepens insight formation on the business and the stock, not something that took a 40 hour process down to 2 hours and produced AI Slop. For so many PMs, this will be an automatic ding. Create a “pitch pushback” agent to find logical gaps, anticipate questions, and get suggestions on coherent idea flow. But the final product should be something that is 100% produced by hand.
there is a gap between intention and perception probably 20 times now I have looked at a stock pitch or similar and replied w some version of: “this looks like an LLM did it. You may have done the entire thing by hand, the long way, whether u did or not is none of my business.
“I really love the humility inherent to this mentality, which is aligned with my increasing belief that ‘I don’t know’ are the three most important words in investing, not ‘margin of safety.’” - @GavinSBaker
@valleyinvesting @ContrarianCurse It’s more bullish TL
Think Friday morning was a great buying oppt on $IFP.TO I initiated a position, and will keep adding if further opportunity presents. Anyone else? Anyone on other side?
PassiveBubble @Tseluikin
19 Followers 278 Following ~20 years L/S hedge fund career, emphasis on the S. All things stocks, themes and macro. Hoping the pod and passive bubble keeps creating inefficiencies
M. V. Cunha•_ @mvcinves1ting
30 Followers 2K Following Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
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Lily @ryruw87523662
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cammelia afterglow @AlexisSommer76
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Investor_NICK @Investor_NICK_
19K Followers 4K Following Bio/Tech 🧬 Investor | Lifelong Learner 📚 | Traveler 🛩 | Tweets are my own opinion | Not investment advice
Keith Dalrymple @Jonathan_Keith2
2K Followers 572 Following Short biased investment analyst. Read for good investment content. If you want investment advice, consult the sell-side.
Billy Hill @b_hill7838
67 Followers 455 Following No one really pays attention. I collect parts, fix cars, and occasionally invest in mining.
Anxur Capital @anxurcapital
132 Followers 695 Following TMT long only | Not financial advice - opinions are my own
TBVN - Tech Business ... @TBVNetwork
309 Followers 4K Following We Track the flow of venture money across tech & Business— founder signals, LP/GP/VC/SPV activities. 👇 to Subscribe to our Newsletter https://t.co/ngJ1IcXcjA
Jeremy Raper @puppye_h1
164 Followers 3K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!🙂
C @ML7884
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Andrew Macniven @andrewmacniven
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Dominick D’Angelo @DomInvests42
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Chicken Little @TintagelCapital
911 Followers 2K Following L/S Equity Generalist. Take some risk like an adult.
Ryan Rodrigues @RyanRodrig85424
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Will Thomson @wmthomson22
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DivyDex - Live Portfo... @DivyDex
93 Followers 440 Following Treating my brokerage like a economy. Live dividend case study, built in public. Diversification without institutions. #CommandDiv 🇺🇳 Not financial advice
Tintin Capital @Tintincapital
7K Followers 967 Following Misadventures of a Global Value Investor. Never seek advice from a cartoon.
Viggy Krishnan @viggy_krishnan
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bg_esen @bg_esen
16 Followers 480 Following
Scav Enger @Scav_Enger
239 Followers 502 Following I write on Savenger’s Neglected Stocks substack. Day job pays the bill; this is for the thrill. Not financial advice.
brickell chickens @LowrMddleMarket
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Rohan Talip @RohanTalip
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Singularity Research @SallyPa82947848
13 Followers 95 Following 1. Using latest AI tools to gain an edge 2. Undervalued AI stock across the world
Sandesh Tukaram Ghand... @SandeshGhandat
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Cycle Bottom @BULLReturns
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Sam Bugs @Sammy_the_Nose
504 Followers 78 Following My tweets are not advice. They are observations possibly worth considering when making investment decisions.
Jarvis @jarvis_best
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1.7M Followers 750 Following Uber CEO; travel and sci-fi geek; gamer who doesn't have enough time to play much.
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403 Followers 3K Following an investoooooor; only the paranoid survive; disclaimer: not investment advice, views are my own and just opinions.
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3K Followers 959 Following L/S Micro Hedge Fund Manager. None of what I post is investment advice
Interconnected.blog @interconnect_ed
1K Followers 1 Following Internet's only bilingual (English/中文) newsletter, written by @kevinsxu. Seen on @nytimes @wsj @washingtonpost @wired @BusinessInsider @restofworld @techcrunch
Kevin S. Xu @kevinsxu
16K Followers 3K Following Long-only investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, Obama White House/Commerce Dept; no one's quant
Supply Chain CEO @John__Ferguson
774 Followers 423 Following CEO in Freight Brokering | 2011–present Freight takes, hard truths, occasional sarcasm Serious content lives on LinkedIn ↓
Gregory Zuckerman @GZuckerman
24K Followers 2K Following WSJ Special Writer. Author of The Man Who Solved the Market, Rising Above, a few others. Miss Jeremy Lin.
Connor Bates @ConnorJBates_
53K Followers 798 Following Portfolio Manager of TURBOTECTION at @RevereAsset Management. Business inquiries ~ [email protected]
Conor Maguire | Value... @ValueSituations
15K Followers 1K Following Value Situations in Public Equities. Ex-PE / Special Sits investor. NOT investment advice, for info purposes only, do your own DD
Dylan O'Sullivan @DylanoA4
120K Followers 588 Following “All is built on sand, but we must build as if the sand were stone.” Working on books @InfiniteBooks. Working on writing @Essayful. Bylines @TheSpectator, etc.
Akshay Jogani @kshayjogani
5K Followers 356 Following Identifying great businesses & operators | Cofounder - @XponentTribe (SEBI reg PMS), prior - Public Markets @WhiteOakCap, PE/VC @ Multiples PE | Alum @ISBedu
Chet @NoCapCapitalLLC
12K Followers 699 Following I still hold two league hockey records: most time spent in the penalty box, and I was the only guy to ever take off his skates and try to stab somebody
Sahil Bloom @SahilBloom
1.2M Followers 437 Following NYT Bestselling Author of The 5 Types of Wealth. Founder of Wild Roman. Gave up a grand slam on ESPN in 2012 and still waiting for it to land.
Supreme Bagholder @SupBagholder
9K Followers 3K Following Holder of the bag. I own lots of $META and I post on Threads @supremebagholder.
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BCap21 @b_cap21
4K Followers 970 Following Equity analyst tweeting mostly about high quality companies
Convex Bets @cvx_bets
95 Followers 129 Following L/S equity. Change my mind fast. Keep it simple. Post investment ideas and thoughts on markets and life. Not financial advice.
Keith Dalrymple @Jonathan_Keith2
2K Followers 572 Following Short biased investment analyst. Read for good investment content. If you want investment advice, consult the sell-side.
Banyan Lane Capital L... @BanyanLaneCap
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2K Followers 0 Following If you’re a high net worth individual or family office, and want to partner with us, get in touch. Not Investment Advice.
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Adam DeGroot @adegroot88
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siliconmemes @realmemes6
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Greenfield Hill Cap @CParyse86296
773 Followers 422 Following Long/Short Portfolio Manager focused on special situation equities and stressed/distressed credit. My tweets are not investment advice.
Anxur Capital @anxurcapital
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Matthew Harding @MHinNH
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Culper @CulperResearch
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Buyside Hub @Buyside_Hub
8K Followers 57 Following The largest and most refreshed Wall Street Compensation Database. Sign up for free today:
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LayneStaleyTrades @Simplejack2000
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