Frederik Christopher @NeckarValue
In search of awe Towards a new mythology re-connecting money and meaning Collecting sparks, sharing light Alchemy: changing the world in word and thought alchemy.substack.com New York Joined July 2012-
Tweets21K
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Followers84K
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Following1K
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Likes36K
"Peter Thiel wrote that a great company is a conspiracy to change the world, built around a secret. Better yet, if investors perceive your secret to be highly valuable, you can use it to access to the secrets of others." alchemy.substack.com/p/what-george-…
"I just asked Eddie [Lampert] how did you become so insightful so early in your career? Eddie compounded capital at almost 30% for two decades and started in his mid-20s. That’s just not human. He spent 50% of his time training. The best investments in history, and he did it…
"The need for mastery and focus ... drove me towards what ended up being Constellation, a permanent capital vehicle where you didn’t have to buy and sell the businesses. You could build relationships that lasted a lifetime.” - Mark Leonard of $CSU
“What makes the analysis so difficult is that the participants’ views are part of the situation to which they relate.” - George Soros Difficult... or interesting.
How Paypal led to Palantir, a quick thread: Peter Thiel and Palantir's CEO Alex Karp were roommates at Stanford. Both received their JD's from Stanford Law in 1992. stanfordpolitics.org/2017/11/27/pet…
“Tell the truth, but make the truth fascinating” - David Ogilvy
How Germany works, ex. 1 (a story from my hometown)
How Germany works, ex. 1 (a story from my hometown)
I am currently looking for an internship (on-site) at a value-oriented fund in the NYC/LA area. Eager to contribute meaningfully to a team. Please don't hesitate to reach out if you know of any opportunities; it would be greatly appreciated. @ClarkSquareCap
Munger: "The general system for money management requires people to pretend that they can do something that they can’t do, and to pretend to like it when they really don’t. I think that’s a terrible way to spend your life, but it’s very well paid."
Russian beauties, Made in China Inside the industry of AI-generated Russian "women" who livestream to middle aged Chinese men, pandering to stereotypes (China safe/convenient/advanced, Russia war/drunk/sickly), raking in hundreds of thousands of $$$ chinadigitaltimes.net/chinese/707264…
No one buys books "The DOJ’s lawyer collected data on 58,000 titles published in a year and discovered that 90 percent of them sold fewer than 2,000 copies and 50 percent sold less than a dozen copies."
I'm a sucker for cute supplement ideas but nothing works like walking, meditation, naps, and being around trees. Top it off with coffee and we're in the zone
Charlie Munger on the kind of person Buffett wants to hire: "somebody who could fall out of a freight car with no money in a strange town and without cheating anybody become rich without waiting too long. When he finds one of those, why naturally he's very pleased to back him."
Charlie Munger on the kind of person Buffett wants to hire: "somebody who could fall out of a freight car with no money in a strange town and without cheating anybody become rich without waiting too long. When he finds one of those, why naturally he's very pleased to back him."
Seinfeld: "It’s great to be 70, because you really get to preach with some authority: Get good at something. That’s it. Everything else is bullshit."
Seinfeld: "It’s great to be 70, because you really get to preach with some authority: Get good at something. That’s it. Everything else is bullshit."
The Bloomberg Terminal is really an insanely elite product. I used to DM Christine Lagarde to wish her luck before ECB pressers & one time she read the message
Go write with Stew, people 🫡 ✍️
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
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
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
modest proposal @modestproposal1
100K Followers 807 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
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.
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
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
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, 23,000+ subscribers)
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.
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Brett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!
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 📚🤯
James @JPL_66
46 Followers 451 Following
Andrew Hammel @AndrewHammel1
6K Followers 4K Following "Truth springs from argument amongst friends." -- Hume
fredrikw @fredrikw14
87 Followers 233 Following Permabjörn, tech, värde. Inga köp rekar osv.. Alla beslut är er egna
Jayne @heyjayne27
0 Followers 117 Following
linh vu @linhvu01323048
1 Followers 45 Following
Chamkaur Singh @Chamkau84623938
35 Followers 1K Following
Virender Sharma @mfdvirender
4 Followers 106 Following
Wardbun @Jam_Sands
44 Followers 145 Following
GSanalyst @GSanalyst
48 Followers 311 Following
Delfosse @phddelfosse
678 Followers 1K Following Gebeten door de wielermicrobe - fervent lezer - tweets zijn persoonlijk, niet professioneel
m1 @Mo3ius
0 Followers 324 Following North, south, east, west and all around And back to the underground
Spooksay @spooksay
28 Followers 399 Following Opportunities are like sunrises. If you wait too long, you miss them.
Kulendran Kandasamy @kulendran98
19 Followers 81 Following "I will prepare and some day my chance will come"- Abraham Lincoln
moniez olivier @MoniezOlivier
14 Followers 334 Following It’s not how much we give but how much love we put into giving.”
gibs @dm63719143
15 Followers 248 Following
Rishabh Singh @Rishabh_Singh99
3 Followers 71 Following financial markets | explorer | bookworm | foodie
BBIMCO COMPANY @Bbimco
3 Followers 11 Following
Jp @downaway
36 Followers 141 Following
Thomas @Thomas36691688
0 Followers 711 Following
Frederik Einshøj @feinshoej
80 Followers 66 Following
LOVE_PETS_DOG_SHELTER @LShelter78562
3 Followers 84 Following My mission is to save lives of homeless dogs that lives on the streets. Please join me for the lives of homeless animals.https://t.co/rl1SV2kO9c
Y @yutawse
46 Followers 625 Following
shailja @shailja_42
479 Followers 5K Following
alpha0239 @alpha0239
1 Followers 43 Following
Droptine Capital 🇺.. @gammalanche
273 Followers 937 Following HF credit PM, part time vol bro and RE guy. I’m just here for the violence.
Samson @happyearthmedi1
286 Followers 4K Following Work In = Results Out Here to post accountability photos
Alej EscoBarz @AlejEscoBarz
201 Followers 202 Following
Daniel Goryn @DanielGoryn
4 Followers 36 Following
Kunal Mehta @KunalMe90033129
12 Followers 68 Following Analyst at Vallum Capital. Deeply passionate about equities. I can think, read and talk about stocks 24x7. LT goal is to be one of the best investors of india.
Anas Merini @Anas__merini
3 Followers 104 Following
Wanzala Robert @wanzalarobert94
659 Followers 2K Following Student Journalist at Islamic University in Uganda. ADMIN at https://t.co/zmTVCT9Mvn
Ibrahim Ahmad @Ibrahim63433664
85 Followers 3K Following
Mayank Malkan @MalkanMayank
252 Followers 913 Following
Investo Bro @BroInvesto
176 Followers 1K Following Stock Investor on #Robinhood trying to learn and grow. Link to investing platforms!👇🥸💎!
Phamtuan2001 @Phamtuanbanker
52 Followers 174 Following
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
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
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.
Jerry Capital @JerryCap
41K Followers 564 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.
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
modest proposal @modestproposal1
100K Followers 807 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
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.
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
Long Equity @long_equity
50K Followers 141 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
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!
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
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, 23,000+ subscribers)
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.
William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1B
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Jonathan Haidt @JonHaidt
411K Followers 2K Following Social psychologist at NYU-Stern, working to roll back the phone-based childhood. Please visit https://t.co/ZjBuXdDr8I & https://t.co/7aVAmOTlnl
Anna Wiener @annawiener
18K Followers 1K Following writer @newyorker | author of "Uncanny Valley" (2020) | 💆🏻♀️💆🏻♀️💆🏻♀️💆🏻♀️💆🏻♀️
Mike Benz @MikeBenzCyber
306K Followers 151 Following Executive Director, @FFO_Freedom. Former State Dept Cyber. Author of the unpublishable monstrosity, Weapons Of Mass Deletion.
Khe Hy @khemaridh
43K Followers 4K Following The OG Post-Achievement professional. I help strivers work less and enjoy their money while doing cool shit. Host Examined Life Pod👉 https://t.co/AkY3PB7BN4
Samo Burja @SamoBurja
60K Followers 233 Following There's never been an immortal society. Figuring out why. Founder of @bismarckanlys. @longnow fellow.
Marko Jukic @mmjukic
8K Followers 74 Following Finding the golden path to interstellar civilization. Senior Analyst @bismarckanlys.
Derek Thompson @DKThomp
202K Followers 2K Following Writer @TheAtlantic. "Plain English" podcast host @Ringer. Mondays on NPR's @hereandnow. Co-writing a book about abundance.
Coleman Hughes @coldxman
350K Followers 903 Following Conversations w/Coleman Podcast | Forbes 30 Under 30 | Contributor at @theFP | Analyst at @CNN https://t.co/cwLQsfPK19
Devon Eriksen @Devon_Eriksen_
37K Followers 284 Following Author, Engineer, Sharpshooter, part-time Daemon Prince of Tzeentch. Not a cat. If you see hell everywhere you look, then perhaps hell is inside your eyes.
Friedrich Nietzsche |.. @QuoteNietzsche
101K Followers 27 Following Quotes by Friedrich Nietzsche | Philosopher | Writer | Poet ✍️ | @reachmastery | Follow on IG 👉👉 https://t.co/yJ0J9yiSox
Matt Zeigler @CultishCreative
1K Followers 2K Following Personal Archive advocate | write | speak | advise | YouTube | husband | and lots of music-related nerdery. All links below. "You know what love is."
Zen Black @z3nblack
5K Followers 98 Following https://t.co/w2QKxCdwaM | https://t.co/vawDWa19Tt | Curations x Taste x Trust :: A future where Tech, Forgotten Human History, & New Physics converge.
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)
Joe Hudson @FU_joehudson
3K Followers 202 Following Transformation coach, former venture capitalist, father & husband. I teach people how to love themselves, others and life more deeply. Podcast: @artofaccomp
pm @mapmeaning
343 Followers 984 Following notes to self. exploring markets, myth, meaning & meditation.
Dr Iain McGilchrist @dr_mcgilchrist
14K Followers 65 Following The official Twitter page for Dr Iain McGilchrist - The Matter with Things / The Master and His Emissary. See https://t.co/0DYFrmHFK5 for latest news
VikasKalra @VikasKalraNY
80 Followers 92 Following Business Consulting | Sales & Closing | Markets & Investing | Mindsets
Center for Strategic .. @CSTranslate
2K Followers 188 Following We locate, translate, and annotate material of strategic and historical value that currently exists only in the Chinese language.
Rewire the West @RewiretheWest
50K Followers 270 Following Helping you live meaningfully through the pursuit of beauty, truth, and virtue. Start your journey below 👇
SophiaCycles (Béa Go.. @SophiaCycles
19K Followers 187 Following Author* Reader* Book: https://t.co/K3zaAkYbaT Instagram: https://t.co/wJhRRwIgas Threads: @[email protected] POSTING PRIMARILY ON T*H*R*E*A*D*S & INSTA
Nathan Barry @nathanbarry
130K Followers 2K Following Founder & CEO at @ConvertKit — the leading Creator Marketing Platform. Grow your audience & earn a living with ConvertKit: https://t.co/qtBLZSqe64
Melodies & Masterpiec.. @SVG__Collection
17K Followers 2K Following Expert in Threads 🧵 Educational/Fan Account of Music & Art | Exploring vinyl grooves, visual wonders and art strokes 🎵📷🎨
Nic Pizzolatto @nicpizzolatto
27K Followers 322 Following True Detective S1-3, Galveston, Easy's Waltz, et al. No, you be kind. 💍@soozanto
Dylano | Essayful @DylanoA4
8K Followers 530 Following “All is built on sand, but we must build as if the sand were stone.” Working on books @OSVenturesLLC. Working on writing @Essayful. Bylines @TheSpectator, etc.
Thea @TheaEuryphaessa
5K Followers 13 Following Writer 📚 | Depth Psychology | Body | Hero's Journey | Author of 'Running into Myself' and its follow-up, 'Growing into MySelf'
Lion-Cubs | Small-Cap.. @LionCubsFund
4K Followers 468 Following Small-Cap Specialist | Investing/Stocks | Quality | Growth | Value | 100-Bagger Hunter | Fin-x-er | Not Investment Advice.
Uriah @crimkadid
15K Followers 45 Following
lined cats @lined_cats
250K Followers 148 Following he/him . sharing one lined cats and one viral tweets daily. | backup - @linedanimals | Commission open |
𝙷𝚒𝚌𝚔𝚖�.. @shagbark_hick
25K Followers 725 Following 𝐀𝐝𝐢𝐫𝐨𝐧𝐝𝐚𝐜𝐤𝐞𝐫, 𝐛𝐨𝐨𝐧𝐝𝐨𝐜𝐤 𝐠𝐞𝐨𝐠𝐫𝐚𝐩𝐡𝐞𝐫, 𝐢𝐧𝐜𝐨𝐫𝐫𝐢𝐠𝐢𝐛𝐥𝐞 𝐯𝐚𝐠𝐚𝐛𝐨𝐧𝐝. Writing at https://t.co/9HfOJjRNNw
Alaric The Barbarian @0xAlaric
80K Followers 1K Following Warrior-Poet lifestyle advocate. Historical research and martial arts poasting. Founder @Dissident_Rev
Athenian Stranger @Athens_Stranger
23K Followers 1K Following Technology & Nihilism series, Thus Spoke Zarathustra series, Fathers & Sons series at: https://t.co/s7m1GOmWo7 || Substack at: https://t.co/APh0CsXJxu
SPENCER @SP1NS1R
2K Followers 902 Following truth, community, curiosity // audience of one (https://t.co/5wRhcJyVm6) // https://t.co/rwToQjOzGd
James Palmer @BeijingPalmer
71K Followers 2K Following Deputy editor @ForeignPolicy. Wrote Bloody White Baron, The Death of Mao, and upcoming Heaven's Empires. Married to @larsonchristina. DC, ex-Beijing. He/him.
Cissy Hu @cissyrxhu
1K Followers 364 Following reimagining human flourishing in the 21st century & building a more psychologically resilient world | https://t.co/N7o7fiYE7P
Ben Meer @SystemSunday
364K Followers 147 Following The Systems Guy • Follow me for systems on health, wealth, & free time ⚡ Cornell MBA • 2M+ audience
Rich Cohen @richcohen2003
8K Followers 843 Following Columnist @WSJ (“Back When”), author most recently of The Adventures of Herbie Cohen: World's Greatest Negotiator
Ashwin Sharma @Ashwinreads
3K Followers 268 Following 🕯️He who jumps into the void owes no explanation to those who stand and watch • Doctor • ex-VC fellow • Writer
Tej Dosa @ComedicBizman
46K Followers 582 Following I talk business and spirituality | Helped 1,000+ creators free their mind & income via @mindskool and https://t.co/jAR8EBEljy | On a mission to shift the culture
Barry Eichengreen @B_Eichengreen
55K Followers 0 Following George C. Pardee and Helen N. Pardee Professor of Economics and Political Science, University of California, Berkeley, NBER Research Associate, CEPR Res Fellow
Jason Andrews @BasedHypnotist
7K Followers 25 Following Master Hypnotist Physician Burnout Rejuvenator Anxiety Disorder Fixer Exec and SB Coach Trainer “In a world where damage is unavoidable a healer is priceless"
Ian Bezek @irbezek
15K Followers 1K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
Daemonic @daemonhugger
1K Followers 0 Following Financial shadow work | exploring our relationship to money through the lens of Focusing and Internal Family Systems
remember when the referee asked kaká for a picture right after a yellow card
As Western medicine returns to ancient wisdom, it's going to find itself in increasingly awkward conversations.
Should the psychedelic industry talk about entity encounters, including the risk of malevolent entities? Should it inform clients, customers and patients about this aspect of some psychedelic experiences? Should psychedelic guides be trained in it? ecstaticintegration.org/p/the-psychede…
Doctor: your body has run out of magnesium Me: 0mg
last orange of the year is waiting to be picked 🤗🥺
@ohara76 @ankitkr0 @ness_labs Union Square at 2pm! Just enter your email here and I’ll add you to the calendar invite 😊 nesslabs.com/meetups-2024
@NeckarValue Probably apocryphal, but still a fun anecdote awai.com/2013/02/david-…
watching this video with your spouse is 100x cheaper than marriage counseling and just as effective
What West Coast song are you riding to with this sunset?
Blade, the company best known for flying New Yorkers from JFK to Manhattan for $195, is an organ transport service in disguise. Over the last three years, Blade has quietly become the biggest organ transport provider in the US. My latest: sherwood.news/business/blade…
Meet singles in Ur area
> bring your child to work day > dozen kids running around office > some kid comes over to my area sees my chessboard > "play me right now" > sit down to play, kids and half office gather around > kids heckling me "it would be so embarrassing to lose to an 11 year old" > I win
Peony season is about 5 seconds long, but don’t worry: I took lots of pictures
🚨THE GREAT UNVEIL - MAGNUM OPUS🚨 Many of you have seen me reference that my top goal this year is Project MO. Project MO = Magnum Opus. Magnum Opus will be the greatest trading course ever made, a compendium of everything I learned throughout my career with an expected…
@NeckarValue Side note, Seinfeld looks pretty good for 70
"The longer I live, the more deeply I learn that love — whether we call it friendship or family or romance — is the work of mirroring and magnifying each other’s light." James Baldwin.
@NeckarValue how shocked would you be to find out that kid's dad is the Eisler in Eisler capital
Got a fresh haircut and made it to NYC where the weather is glorious! I cannot describe how much I love this city. Creative Mornings with @ankitkr0 + meeting with my publisher tomorrow, then @ness_labs meetup on Saturday. Come say hi if you’re around!
Well this was a very short read
@NeckarValue These kids are usually salespeople / entrepreneurs not traders. Flipping free reservations doesnt put large amounts of capital at risk. If theyre wrong they risk some time maybe burn a resy account. Not cost your clients millions.
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