Jacob McDonough @McD_Investments
McDonough Investments, The 10-K Podcast, and Author of Capital Allocation: The Financials of a New England Textile Mill (1955 - 1985) mcdonough-investments.com Grand Rapids, MI Joined May 2017-
Tweets1K
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Following346
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Likes3K
See you in Omaha this week!
Future leaders of Berkshire will probably do things Buffett never would have done - and that is a great sign. Buffett did things that Buffett never would have done.
My favourite Mckinsey bad advice was telling AT&T in 1980 to skip mobile because the market was “niche” and only 900k subs by 2000. AT&T had to make a $13B acquisition to rectify the mistake. I put it in this round-up of top 9 worse business predictions: readtrung.com/p/the-worst-te…
I've learned so much from @FoundersPodcast over the years -- I have a Pavlovian reaction to his voice equivalent to 3 espressos ☕️☕️☕️, fueling me to try harder at life -- so I decided to make a tribute song. I hope you get a smile out of it, and if you know Founders, you can…
Randomly came across the 1943 Annual Report for the Rockefeller Foundation, and this section stood out: "The supreme questions which confronts our generation today...is whether our technology can be brought under control. Is man to be the master...or the victim?"
“The road to success is paved with mistakes well handled” - another gem from @FoundersPodcast today via Danny Meyer’s book Setting the Table
To all my friends in Korea, a translation of Capital Allocation is now available
A month away from the Berkshire Hathaway Annual Meeting. Come and say hello! -Thursday 5/2: I'll be speaking at the Value Investor's Conference -Friday 5/3: I'll be on stage at @InvestGabelli 's Gabelli Omaha Conference -Sunday 5/5: My book will be for sale at the Markel Brunch
I love getting information from the original source (like a 10-K), but other times there are so many degrees of separation. For example, I found something in Founders Notes quoting a @FoundersPodcast which quotes from Jack Bogle's biography which quotes from the book 'The…
In defense of Sardar Biglari: mcdinvestments.substack.com/p/biglari-hold…
In defense of Sardar Biglari: mcdinvestments.substack.com/p/biglari-hold…
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
The Rational Walk @rationalwalk
36K Followers 83 Following Finance, Investing, Books, History, Philosophy All new articles are published at: https://t.co/VylFcuhm6y Free subscription at: https://t.co/pcdXMOlpzP
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Turtle Bay @turtlebay_io
16K Followers 360 Following Business History l Investment Cases l Financial Data
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Ohio Capital Ideas @ohcapideas
6K Followers 1K Following “As far as possible without surrender be on good terms with all persons.”
John Mihaljevic @JMihaljevic
11K Followers 3K Following Chairman @manualofideas, The Zurich Project, and Ideaweek St. Moritz. Co-Host @twiii_podcast. Author, The Manual of Ideas. Value investor with a growth mindset.
Tobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumg
Sidecar Investor @sidecarcap
19K Followers 587 Following Private Investor | World-Class Operators | DMs Open
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
Nersmoys @NersmoysJZ8N1v
0 Followers 53 Following
Neerear @neerear4170
0 Followers 139 Following
Theda Hanstine @HanstThe
32 Followers 5K Following
Ryan Lundeen @lundeen_ne
0 Followers 103 Following
Randy Sanders @randy86086
90 Followers 784 Following
Micro Macro Marco Pol.. @mmmpcap
61 Followers 188 Following
Teaco @Teaco773248
2 Followers 172 Following
Erinn Nadel @nade_eri
82 Followers 5K Following
Obinna Isiadinso @OCIGlobal
197 Followers 178 Following Data Centers and Digital Infrastructure Investments. Former Africa PE specialist. Dad of two.
Mallard Research @MallardResearch
41 Followers 53 Following Looking for overlooked value stocks with asymmetric upside. Check out my substack for deep dives. https://t.co/8zrj32Y1Va
Pankaj Kanodia @pkanodia71
133 Followers 1K Following
Raven | Multimilliona.. @Ravenconnelly
0 Followers 910 Following
Pat @pepepenyc
598 Followers 4K Following
Patience Baisch @PatienBai
73 Followers 5K Following
Lilly-mae Erchul @LErchul25875
108 Followers 5K Following
Kaan Gücüoğlu @kaangucuoglu
52 Followers 218 Following
Yasminaaaaa @AsiaAsi66837542
5 Followers 737 Following
Jissmon George📚�.. @jissmongeorge
551 Followers 6K Following #Digitaltransformation #Money #Lifelonglearning
N.KCHAVAN @chavanninad1
300 Followers 4K Following CERTIFIED COMMODITY ANALYST #NEWS #BUSINESS #RESEARCH #GLOBALDATA #ANALYST #COMMODITIES #INVESTING #TECH #RANDOM
ValueTrap @Diogenes43055
296 Followers 576 Following Private investor; financial & business history. #Schumpeter #Markets #ValueInvestor
Franck des daubasses @Franck29589715
2K Followers 294 Following Acheter des actifs bradés. Diversifier. Patienter. Encaisser. Recommencer. #process #daubasses #contrarian
Linus Østerud @LinusOsterud
28 Followers 155 Following
Jan @jan_kunow
30 Followers 114 Following
Ioana Bolka @bolk_ioa
98 Followers 5K Following
Carmel Helfrey @carme_helf
23 Followers 3K Following
K Learn @thisweeksjorts
267 Followers 3K Following Former consultant. Bad engineer. Trend hunter. Love small businesses and studying great operators. Never been offended.
Dan Einfeld @contactdan
1K Followers 5K Following Media Writer / Producer. DM for creative business collabs. Dog lovers check out https://t.co/rJd6c7tyoE
Victor Eminefo @VEminefo
20 Followers 43 Following
TPO @realTonyOjwang
1K Followers 470 Following Serial Entrepreneur, Capitalist. Africa Development Enthusiast. Speaker.🎙️ TPO Podcast and @Nairoconomy. Ave Christus Rex.
Aaron Templemire @XATemplemire
3 Followers 19 Following
사업 관점의 글�.. @bulldozer_jj
9K Followers 158 Following (초우량, 초장기) 국경에 상관없이 아주 좋은 사업을 선별하고 오래 보유하는 투자를 합니다. 리서치 대표. 경제/경영 베스트셀러 '당신의 투자가 심플했으면 좋겠습니다' 저자. (전) 한화금융사, 영국해외채용, 주식IR, 법정통번역 경력
Edward Richardson @EdwardR02184224
547 Followers 2K Following Just here to learn more. likes/retweets ≠ endorsements
STS @sts51701
41 Followers 3K Following
Atrium Research @Atrium_Research
4K Followers 4K Following Institutional quality research on underfollowed public equities.
Lynn Ferko @ly_ferko
64 Followers 5K Following
Adam Nathanson @adam_nathanson
81 Followers 1K Following
woshiben @woshiben427764
46 Followers 319 Following
Alf M @alfmunger
30 Followers 75 Following
Zack Onisko @zack415
73K Followers 2K Following On sabbatical. Former CEO at Dribbble and Creative Market.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Christopher Bloomstra.. @ChrisBloomstran
107K 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. Disclosure: https://t.co/Sv6Y5YsrBq
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Mohnish Pabrai @MohnishPabrai
211K Followers 949 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.
The Rational Walk @rationalwalk
36K Followers 83 Following Finance, Investing, Books, History, Philosophy All new articles are published at: https://t.co/VylFcuhm6y Free subscription at: https://t.co/pcdXMOlpzP
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
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
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Ian Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Turtle Bay @turtlebay_io
16K Followers 360 Following Business History l Investment Cases l Financial Data
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Paul Millerd @p_millerd
28K Followers 4K Following Helping people thrive on pathless paths 📘 45k sold https://t.co/b4ARw5pFj9 Community https://t.co/vaLzoFXTWS Podcast https://t.co/vI98eSVg4D
Rikki Jump @scriberikki
55 Followers 93 Following Front woman at Scribe Media. Let’s chat books 📚 and brands!
ToffCap @ToffCap
9K Followers 416 Following Fund manager. Looking at LOTS of companies and sharing ideas. Opinions, not advice | Research and Event-Driven ideas at https://t.co/e3LfxHHKsb.
Joe Moon @RightsDoctor
10 Followers 14 Following
Jason Hirschman @EightTrack180
9K Followers 807 Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
Melanie Baldridge @recostseg
51K Followers 173 Following I help real estate investors defer taxes with Cost Segregation. Quick turnarounds with virtual visits and high-quality engineered reports.
Firm Returns @FirmReturns
2K Followers 207 Following Investment research newsletter providing detailed analysis of undervalued companies | 🇬🇧 UK based Investor by night 🌒 and CTO of an SME by day ☀️
Ansgar John @ansgarjohn
3K Followers 5K Following Finding mistakes in common sense often leads to innovation. #TechnologicalSingularity #ValueInvesting #Retail
Jamie Halse🇳🇿�.. @JamieHalse
3K Followers 650 Following Former Japan equities fund manager and global consumer fund manager. Tweets are not recommendations.
Theron Mohamed @Theron_Mohamed
1K Followers 2K Following Not in the arena. Correspondent @businessinsider. I write a lot about Warren Buffett and the world's best investors. Email: [email protected]
James Ford @offtherunbonds
311 Followers 398 Following Credit trader, investor. Always looking for assymetric trades. $pchm board member.
Abhishek Goenka @abhishekifa
2K Followers 482 Following CEO & Founder @IFA_Global. FX , Treasury & Wealth Solutions for Companies and UHNI's. Always learning, reflecting, helping, and progressing every single day.
Sheep of Wall Street @Biohazard3737
50K Followers 3K Following MD/MBA. Investor. Disclaimer: Not financial advice. Might buy or sell any securities without disclosures.
Mitchell Baldridge @baldridgecpa
88K Followers 1K Following I help Business Owners and Real Estate Investors save tax and keep more of their hard earned money. Building Baldridge Financial @recostseg and @betterbkg
Nick Huber @sweatystartup
365K Followers 3K Following Sold a service company for 7 figures. Now a self storage operator with 1.9 million square feet and 44 employees. I send a weekly email to 240K people. Athens GA
Car Dealership Guy @GuyDealership
456K Followers 531 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Jobs https://t.co/TvUrG7DI0Z | DM submissions
The Wolf of Franchise.. @franchisewolf
130K Followers 605 Following Sharing insights on franchises & the entrepreneurs behind them | @dunkindonuts stan | Tweets aren't financial advice |
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.
David Trainer @theRealDTrain37
1K Followers 493 Following Husband to amazing wife, dad to 3 amazing boys, CEO @newconstructs. Views my own. Social media is for entertainment only. #BeACoffeeBean
New Constructs @NewConstructs
5K Followers 1K Following See how our research delivers alpha and more: join our AMA webinar: https://t.co/CJhUyE76zd
Seth Godin @ThisIsSethsBlog
766K Followers 2 Following Author, blogger, a lifetime of projects. This is a retweet of my blog.
Charles Frischer @cfrischer1
2K Followers 206 Following Long term investor with value inclination. Board member Kingsway Financial Services KFS-NYSE.
45WallSt @45WallSt
1K Followers 2K Following
Timi Okah @timiokah
134 Followers 288 Following Outsourced CFO, Accounting, Technical Accounting, and HR Services @RavixGroup and @CSuiteFP for VC/PE/Searchfund backed businesses. $KFS - PortCo.
Rick Buhrman @buhrman_rick
2K Followers 168 Following Co-Founder & Co-CEO @ Sator Grove Holdings. Kind-of-sort-of-Professor of Art of Investing @ University of Notre Dame.
Paul Buser @PaulBuser
2K Followers 361 Following Co-Founder and Co-CEO of Sator Grove Holdings Adjunct Professor at Notre Dame teaching 'The Art of Investing'
Art of Investing @artofinvest
996 Followers 19 Following A global community of lifelong learners open to all who wish to explore the joys of compounding together.
Robert Greene @RobertGreene
547K Followers 109 Following #1 NYT Bestselling Author: The 48 Laws of Power, The Art of Seduction, The 33 Strategies of War, The 50th Law, Mastery, The Laws of Human Nature, The Daily Laws
The Baring Archive @BaringArchive
671 Followers 434 Following One of the finest financial archives in the world. Charting the story of the merchant bank founded on Christmas Day 1762 #BaringArchive
Dividend Growth Inves.. @DividendGrowth
204K Followers 295 Following Dividend Growth Investor Long term buy and hold investor focusing on Dividend Growth Stocks
Andrew Rosenblum @Anrosenblum
7K Followers 525 Following
Investing with Tom @TomInvesting
11K Followers 264 Following I talk about stocks on the internet | 💼 Value Style Investor | 🎥 40,000+ Subscribers on YouTube |🇳🇿 Kiwi
Jerry Capital @JerryCap
41K Followers 568 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.
Trung Phan @TrungTPhan
699K Followers 4K Following Write on business with @workweekinc. Co-host @niapodcast. Building an AI research app: https://t.co/fZ5ObIyBGI
Sean P Murray @seanpmurray111
597 Followers 327 Following I host the Good Life Podcast on The Investor's Podcast Network and I write about business, leadership, investing and decision making.
Visakan Veerasamy @visakanv
84K Followers 2K Following Focus on what you want to see more of. 💪🏾❤️🔥 buy my ebooks ▲ FRIENDLY AMBITIOUS NERD ▲ (https://t.co/ilqQnEHlZ1) and ꩜ INTROSPECT ꩜ (https://t.co/K7oSiNnI2C)
Giuliano @Giuliano_Mana
8K Followers 243 Following Sharing equity research and book notes / Newsletter & Podcast: From 0 to 1 in the Stock Market
Kevin Carpenter @kejca
9K Followers 67 Following AMDG || Kingswell. Join 5,000+ readers and get rich slow with timeless lessons from Warren Buffett, Charlie Munger, and other legendary thinkers.
One company that interested me at some point was i-mobile which trades at an EV/EBIT of 1.9x This is a growing business with operating margins and ROIC of >20% and debt free. It operates a website called Furunavi which helps Japanese municipalities advertise themselves to…
$BH #BiglariHoldings attended yesterday’s meeting …some thoughts
Mitch Rales co-founded Danaher in 1984. He built one of the best businesses you’ll find. $10,000 invested in Danaher is worth ~$18 million today. After a fishing trip to Russia, Mitch vowed to give all his wealth away. The story is incredible: In 1998, Mitch flew to…
There are physiological benefits from both a moderate amount of vigorous exercise & an immoderate amount of moderate exercise. The cardiac risks come from moderate amount of moderate exercise & immoderate amount of vigorous exercise. The logN matches the distributions in nature.
Handful of old S&P Stock Market Encyclopedias on eBay right now if you're an old book collector ebay.com/sch/i.html?_so…
@VijarKohli Here we go. Got access and it seems all is there.
Hey guys, Can anyone point me in the direction of where to get the NAIC filings for insurance subs? Back in the old days, they used to be accessible from the NAIC website, but I can't find them anymore just these pesky summaries which are useless. Thanks!
@McD_Investments Buffett also timed Berkshire’s AMEX investment well (bottom-ticked AMEX in late 1966). Interesting that he was buying/holding for Berkshire as he was selling down AMEX in BPL.
Warren Buffett on American Express: "That was my partnership's best investment" In 1964, Buffett put $2.8M of his $17.5M fund into AMEX. AMEX grew to a 40% holding, "the largest investment the partnership ever made," and compounded at 50% for four years. Here's the story…
@McD_Investments Same, loved the article and of course he has a point
Jerry Seinfeld: "I don’t believe in being good at a lot of things—or even more than one. You want it to be all you’ve got. People are always trying to add more stuff to life. Reduce it to simpler, pure moments. That’s the golden way of living, I think."
"You want to be broke. You want it to be all you’ve got. You wake up in the morning and you paddle out. You make whatever little money you need to survive. That seems like the greatest life to me." A very non-broke person usually says this.
“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.” ~Ernest Hemingway
"As a rule, a man of achievement does not flaunt his achievements, neither among equals nor inferiors nor superiors; he does not evaluate himself—or others—by a comparative standard. His attitude is not: 'I am better than you,' but: 'I am good.'" a.co/d/j3XpgdJ
Exciting times for Yodogawa Steel Works (JP:5451) shareholders! Strategic Capital, founded and headed by Tsuyoshi Maruki, has just unleashed an activist campaign. investmentinjapan.com/fund_manager/t… Maruki was one of the founding Partners of M&A Consulting, also known as the Murakami fund
Some books I wish everyone read and internalized: Lessons of history (will and Ariel Durant) Upanishads (Easewaran translation) Path of least resistance (Fritz) Emerson’s collected essays Labyrinths (Borges) Bird by Bird (Lamott) Tao te Ching Titan (Chernow) Sidhartha (Hesse)…
Phish in Las Vegas has been a ticketing phenomenon Doesn’t always pay to wait … GA floors were $1200 each a month ago Now it’s over $3000 each for tonight’s show
@McD_Investments x.com/brentbeshore/s…
After the BRK annual meeting, @jeff_gramm and I are co-hosting at Mr. Toad's (1002 Howard St). Stop on by for a cold one and to say hi.
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