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Tweets404
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Followers2K
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Following491
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Likes13K
I tend to think one of the benefits is that it fleshes out the bear thesis rather quickly. FinTwit accounts* love to dunk on why you are an idiot *(which I am also susceptible to and am working on, haha)
$MSOS is down 75% from when I wrote this in 2021. Boy did I get this wrong!
I did not fully appreciate how much these megacaps fluctuate. The scatter plot below baffles me. It's interesting how much sentiment can fluctuate each year.
I did not fully appreciate how much these megacaps fluctuate. The scatter plot below baffles me. It's interesting how much sentiment can fluctuate each year. https://t.co/58lXVzJrLV
One of my favorite finance books this year. Having worked on the sell side, I find it interesting that Wall Street glosses over capital allocation and the ability to reinvest at high rates of return—they only focus on past NTM growth rates and multiples. Love @long_equity’s…
One of my favorite finance books this year. Having worked on the sell side, I find it interesting that Wall Street glosses over capital allocation and the ability to reinvest at high rates of return—they only focus on past NTM growth rates and multiples. Love @long_equity’s…
Funny how a fake AI company is paying to show up when folks search for OpenAI
Not sure who said it first, but real value investors know when high multiple stocks are cheap and low multiple stocks are expensive
I think of Kyle every time I am tempted to buy BABA
I think of Kyle every time I am tempted to buy BABA
Do they do what they say they are going to do? Can they clearly articulate their capital allocation strategy? How are they incentivized?
Do they do what they say they are going to do? Can they clearly articulate their capital allocation strategy? How are they incentivized?
Brady Cobb @BCobblaw
18K Followers 3K Following Founder/CEO @sunburncannabis, cannabis advocate, recovering lawyer and political junkie. Bought the ticket taking the ride, opinions are mine. Don’t tread on me
MJ Stock Trader @stock_mj
19K Followers 1K Following Cannabis retail investor advocate. You can support my work here: https://t.co/xFbJh2ZmBl #CannabisCommunity
Jesse Redmond @jesseredmond
7K Followers 702 Following Former hedge fund manager and dispensary operator covering cannabis and natural products at @WTR_Research. Co-host of Higher Exchanges podcast.
jungle.java @junglejava1
18K Followers 6K Following Full time mum to my 2 amazing boys who has found a passion for investing and the stock market. #MSOGang #ToddFather #LFGrow🌿💚
Boris Jordan @Boris_Jordan
14K Followers 282 Following Founder & Chairman @Curaleaf_Inc. Founder Renaissance Insurance. Founder & Chairman Measure 8 Venture Capital. NYU Board. TSX: $CURA OTCQX: $CURLF #MSOGang
Puff Daddy @Puff_Daddy_Jr
8K Followers 510 Following US Cannabis MSO Investor “I’m A Buyer Not A Seller” TRULIEVE #1 Holding $TCNNF $TRUL #MSOGang
Sammy J @sammyj_19
6K Followers 1K Following VP Corp Dev @ C21 / #MSOgang Founding Member & Chief Data Officer / #cannabis comp table nerd
Jason Wild @JasonGWild
12K Followers 805 Following Founder and Portfolio Manager of a public/private equity fund. Executive Chairman of Terrascend Corp. #MSOGang
March2Millions @March2Millions
2K Followers 561 Following Disciplined cannabis investor, looking to obtain financial freedom through this exciting and volatile growth sector. Opinions not advice D.Y.D.D.
Jason Spatafora @WolfOfWeedST
72K Followers 1K Following Investor & stock market provocateur. Lover of irrational exuberance & girls named Vanessa. Options trader, I am The OI...
CC Visuals @CCVisuals_
4K Followers 477 Following Enjoyer of data, charts, and businesses that print money
Toby Channabis 🇺�.. @mayortoby
5K Followers 504 Following Chief Investment Officer of my PA. Buy and hold 🇺🇸 cannabis MSOs and multifamily RE 🏢. No investment advice here. Tweets are only my opinions.
SemiEvolvedMamal @SemiEvolvedM
2K Followers 521 Following Our lives begin to end the day we become silent about things that matter I give opinion, NOT investment advice Feelings aren't facts
Emily Paxhia @empax1
6K Followers 1K Following co-founder of my favorite #cannabis investment firm ;-) @poseidoninvest #Cannabisbroughtmehere opinion not advice https://t.co/1kn4H3nBqN
JoeGriesler @JGriesler
2K Followers 1K Following So. Florida Realtor® Premier Agent Network Construction and Facilities Management CFM https://t.co/6IPSBnlD4i Production #YesOn3
$hompz @shompzilla
2K Followers 1K Following Sound Guy/Photographer Texas Metal Season1-3 #MSOGang $MSOS 2017 #Cannabis Investor 2021 #Uranium 🇵🇱🇨🇦
CannaVestments @CannaVestments
4K Followers 244 Following Private Family Office- https://t.co/zVHgeoPolI US Cannabis investor since 2014 #MSOgang
Professor Bill Yinair.. @YinaireBill
1K Followers 225 Following Trophy husband who makes (& sometimes loses) ridiculous money in the markets. No charts, just social psychology. Do your own due diligence.
Constantine Kriezis @CKriezis
18 Followers 2K Following
ZenobiaStrong @j0H8A5AyZtn7mNn
0 Followers 67 Following
💰 UCF Bagman Capit.. @Chrisbagmancap
1K Followers 3K Following John's of Bleeker 🍕 Fanatic. Most tweet about the numbers, I tweet about the quality (and UCF Athletics). Views are my own.
KJ @user72966388
3 Followers 220 Following
r @rlading2
3 Followers 154 Following
AML Capital @AmlStratcap
109 Followers 2K Following Husband. Father. Surfer. Former D1 Football & Buy Side player.
Shivum Sharma @shawarma0623
16 Followers 489 Following
CA @cdararic
124 Followers 1K Following
Aiden Asher @AidenAsher66
412 Followers 6K Following The link on my profile will take you to a lucrative platform where you can earn money daily. This is the best project I ever came across in my entire life. Wow!
Clark Square Capital @ClarkSquareCap
22K Followers 2K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
Mabol666 @StrikeBiotech
11 Followers 281 Following
Simone Kennerly @KennerlySi44436
79 Followers 5K Following
Cloud Developer @CloudCompounder
570 Followers 540 Following Christian. Husband and dad. CTO building cloud software. Amateur investor looking for quality companies that compound over long time periods.
Annice Borden @anni_bord
38 Followers 5K Following
Jorge Financial @Tomas8Jorge
481 Followers 6K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value Investing
Tomas Jorge @tomasjorge32
581 Followers 4K Following 🇺🇦🇺🇸🇪🇸🇹🇻🇪🇪🇧🇻🇨🇿🇱🇻🇸🇮🇫🇮🇬🇧🇨🇦🇮🇱🇩🇪🇩🇰🇱🇹🇬🇪🇦🇺🇬🇷🇯🇵🇦🇹🇮🇹🇦🇽🇹🇷🇨🇭🇦🇿🇸🇪🇸🇰🇵🇱🏳️🌈🏴☠️
June Ridder @RidderJune85303
65 Followers 3K Following
Noghand @pizzaball69
1 Followers 4K Following
Ocean College @AhmedEzzArabk
324 Followers 2K Following الحب كالسماء والماء في يد الحياة فيهما سرور وجمال وهناء فالسماء تزرع الأمل بالنجوم والقمر والماء ينشر العطر بالورود والأزهار فلا تضيعوا نعمة الحب بالجفاء
rng @enrginv
9 Followers 56 Following
The Compounding Torto.. @CompTortoise
5K Followers 128 Following Quality investor | serial acquirers | ex. senior finance manager (SME) | Substack newsletter
. @beesandhoney10
5 Followers 1K Following
SenaBeren @findingmerit
292 Followers 3K Following
Solange Escandon @solan_escan
44 Followers 5K Following
Nicky Harralson @NHarrals
48 Followers 5K Following
Kyle Grieve @IrrationalMrk
15 Followers 264 Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual Gain
jason vernoff @jasnvern
142 Followers 375 Following
Sacman @i_sacman
154 Followers 832 Following
John Huber @JohuHuber72
37 Followers 1K Following
Todd Harrison @todd_harrison
58K Followers 777 Following Founding Partner/CIO @CB1Cap 🇮🇱🎗️🏴☠️ https://t.co/W1jxRp41lf X = news; X subs = canna mkts; substack = all; none = advice #LFGrow🌿
MJ Stock Trader @stock_mj
19K Followers 1K Following Cannabis retail investor advocate. You can support my work here: https://t.co/xFbJh2ZmBl #CannabisCommunity
Jesse Redmond @jesseredmond
7K Followers 702 Following Former hedge fund manager and dispensary operator covering cannabis and natural products at @WTR_Research. Co-host of Higher Exchanges podcast.
jungle.java @junglejava1
18K Followers 6K Following Full time mum to my 2 amazing boys who has found a passion for investing and the stock market. #MSOGang #ToddFather #LFGrow🌿💚
Boris Jordan @Boris_Jordan
14K Followers 282 Following Founder & Chairman @Curaleaf_Inc. Founder Renaissance Insurance. Founder & Chairman Measure 8 Venture Capital. NYU Board. TSX: $CURA OTCQX: $CURLF #MSOGang
Puff Daddy @Puff_Daddy_Jr
8K Followers 510 Following US Cannabis MSO Investor “I’m A Buyer Not A Seller” TRULIEVE #1 Holding $TCNNF $TRUL #MSOGang
Jason Wild @JasonGWild
12K Followers 805 Following Founder and Portfolio Manager of a public/private equity fund. Executive Chairman of Terrascend Corp. #MSOGang
Jason Spatafora @WolfOfWeedST
72K Followers 1K Following Investor & stock market provocateur. Lover of irrational exuberance & girls named Vanessa. Options trader, I am The OI...
CC Visuals @CCVisuals_
4K Followers 477 Following Enjoyer of data, charts, and businesses that print money
Toby Channabis 🇺�.. @mayortoby
5K Followers 504 Following Chief Investment Officer of my PA. Buy and hold 🇺🇸 cannabis MSOs and multifamily RE 🏢. No investment advice here. Tweets are only my opinions.
SemiEvolvedMamal @SemiEvolvedM
2K Followers 521 Following Our lives begin to end the day we become silent about things that matter I give opinion, NOT investment advice Feelings aren't facts
Emily Paxhia @empax1
6K Followers 1K Following co-founder of my favorite #cannabis investment firm ;-) @poseidoninvest #Cannabisbroughtmehere opinion not advice https://t.co/1kn4H3nBqN
CannaVestments @CannaVestments
4K Followers 244 Following Private Family Office- https://t.co/zVHgeoPolI US Cannabis investor since 2014 #MSOgang
Jason Vedadi @vedadi
1K Followers 461 Following CEO Story Cannabis, Real Estate Developer, ex chairman of harvest health and recreation. #msogang
WeedStreet420 @WeedStreet420
22K Followers 438 Following View Cannabis Short Data Here: https://t.co/b6v1Iv54tv $GTBIF $TCNNF $VRNOF $CURLF $AYRWF $MSOS $TLRY $SNDL $VFF $OGI $CGC
GUAP @ElGuapoTron4000
2K Followers 1K Following 👾 Hyper-Dimensional Cyborg. #1 Most Infamous ⚕️🌿#Cannabis Legend in 🏜️ Santa Poco 1842 - 2242 🌄🏞️☮️💚🌎
Alan Brochstein, CFA @Invest420
42K Followers 1K Following An authority on investing in the rapidly evolving legal cannabis industry. https://t.co/47jmZZI8XZ, https://t.co/DSgIVSABQB, https://t.co/c3Lh6OEkac
MT Capital @MT_Capital1
21K Followers 910 Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇 | Inquiries: [email protected]
Randolph Duke 🇺�.. @RandolphDuke7
7K Followers 2K Following FO / HF, L/S securities, real estate, private equity. Behavioral finance. Joyologist. Eastern Shore. Mortimer is greedy. 🇺🇸 #BillsMafia
The Long Investor @TheLongInvest
61K Followers 809 Following Airline Captain, B.A. in International Business & Economics, Law Diploma, Technical & Financial Analyst. Not Financial Advice. Patreon: thelonginvestor
Sidecar Investor @sidecarcap
19K Followers 586 Following Private Investor | World-Class Operators | DMs Open
Simon Handrahan | MOS.. @MoS_Investing
10K Followers 627 Following Author and investor at https://t.co/bDt3HB7jmC
LC Investing @LCinvesting
4K Followers 629 Following
Daniel Zhang @CXODanielZ
3K Followers 79 Following Long-term compounder of assets, experiences and most importantly, hapinness. CXO @ Teqnion.
Braden Dennis @BradoCapital
16K Followers 487 Following Engineer, Founder & Investor. CEO @finchat_io Cofounder @cdn_investing
Fundasy @FundasyInvestor
6K Followers 701 Following Global GARP Investor | ERP Implementation Consultant | Engineering Grad I tweet about stocks. DMs open
Tristan @hurdle_rate
8K Followers 826 Following Owner of Tristax and Hurdle Rate - Not Investment Advice
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
Brett Kelly @BrettKPG
3K Followers 2K Following Founder Kelly+Partners Accountants. ASX listed $KPG.ax. We partner in, modernize and scale accounting firms (80+ partnerships to date!)
SAC Research @acquirers_club
3K Followers 427 Following Investment insights on the world’s best serial acquirers and compounders. $BRK $DHR $CSU $TDG $DPLM.L $JDG.L and more. Substack 🔽 Open to DMs & great ideas!
The Compounding Torto.. @CompTortoise
5K Followers 128 Following Quality investor | serial acquirers | ex. senior finance manager (SME) | Substack newsletter
Deep Moat Society @DeepMoatSociety
1K Followers 3K Following Multi decade holds only. https://t.co/BTdcmLFaJs
Deep Wisdom @DeepWisdom_
196K Followers 247 Following Reached over 300M people for my ghostwriting clients + Built a Twitter theme page empire to over 500,000 in under 2 years | Book a Call Today↓
Revelations Partners,.. @RevelationsLP
433 Followers 194 Following Revelations Partners, LP is a single-family office investment firm. Opinions are our own and not investment advice.
The Investor's Podcas.. @TIP_Network
4K Followers 262 Following We Study Billionaires | Bitcoin Fundamentals | Richer, Wiser, Happier | Millennial Investing | Join our newsletter 👇 @WSM_TIP
Patrick Donley @JPatrickDonley
774 Followers 538 Following Real estate entrepreneur, investor, and Millennial Investing podcast host for @tip_network.
Kyle Grieve @IrrationalMrkts
25K Followers 345 Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual Gain
Michael Gielkens @MichaelGielkens
2K Followers 287 Following Partner at Tresor Capital Family investment holding companies, serial acquirers and buy & build compounders Views are my own, not investment advice.
Rusholme Capital @rusholmecapital
2K Followers 471 Following Family office MD & investing nerd 😝 micro caps to private credit. Not financial advice
Paul Graham @paulg
1.9M Followers 772 Following
Doug Clinton @dougclinton
3K Followers 997 Following I use AI to beat stock markets and weights/drugs to beat aging | Founder/investor @deepwatermgmt
Other Side Asset Mana.. @OtherSide_AM
3K Followers 453 Following Other Side Asset Management is a boutique investment firm focused on capital preservation & risk management. Opinions are my own - NOT investment advice
David Auerbach ⭕️ @DailyREITBeat
3K Followers 971 Following CIO of Hoya Capital; REIT Industry Expert and Author of The Daily REIT Beat Newsletter, a morning note covering the REIT sector. Huge Phish aficionado
Kyle 🐂 @KyleLDavies
53K Followers 812 Following Builder, advisor, trader https://t.co/qAjg8Cawmp @oxfunhq @oxfun_cn $OX Maximalist 🐂
Jeremy Kokemor @JeremyKokemor
360 Followers 201 Following Founder, Portfolio Manager: Right Tail Capital
pedma @pedma7
37K Followers 260 Following Sharing Systematic Trading Strategies Research | Building a one-person multi-strategy trading business I Systematic momentum trader | Not Financial Advice
Rafael Resendes @rresendes
1K Followers 919 Following Friends. Travel. Food. Co-Founder, Applied Finance https://t.co/xlFfgLDtTR
Quartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.
TechStockFundamentals @TechFundies
6K Followers 355 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
Joe Wiggins @BehaviouralJoe
2K Followers 129 Following A connoisseur of human folly. I write about investor behaviour.
Joseph Carlson @joecarlsonshow
39K Followers 181 Following I buy compounding machines. Follow The Joseph Carlson Show on YouTube.
Michael Taylor @Mike_Taylor1972
56K Followers 457 Following PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Wild West Capital @BuffaloBillCo
4K Followers 893 Following In the long run - we’re all dead. Do you see the cat?
Andy 🍕🏔️ @bizalmanac
8K Followers 425 Following 🧙Getting rich slowly | 🌆 Micro family office | 🏯quality x 🥦 growth x 👨🏭 owner-operator stonks | 🧘 Happiness snob | #BillsMafia | 🐉 Chaos is a ladder
Jacob Gideon @jacob_gid
251 Followers 829 Following
Rev Cap @rev_cap
14K Followers 2K Following Cyclicals Investor. Anon for now. A lot on Housing, Fed Policy, and the Business Cycle
MastersInvest.com @mastersinvest
23K Followers 1K Following PM - Adjunct Prof - 'ancora imparo' - NOT Advice - Fight Dogma. Study Buffett, Li Lu, Munger, Singer, Klarman, Sleep, Akre et al here: https://t.co/zrxj4AE5Q4$MSFT reported an ok quarter. Story is solid but moving sideways for now as we wait for a more meaningful AI uplift; numbers also moving sideways – perhaps for a while. Near-term risk / reward pretty balanced while long-term IRR probably mid-teens. 11% upside to 30x my GAAP…
Aswath Damodaran on the shortfalls of ROIC Source: @MT_Capital1
Connor Leonard’s Investment Filter
Such a good framework. Captures my portfolio.
Connor Leonard’s Investment Filter
$Googl in one quarter beat by ~$4.5B net income. In one quarter. Why am I pointing this out? So, let’s put this way, @fundstrat has been very bullish on $IWM and rightly so, he thinks world is not coming to an end. We are bullish on monopolies. So, in one quarter Google’s Net…
Our analysis indicates ~20% QoQ general server shipment growth but ~30% QoQ AI server build declines of MSFT in Mar-Q. *We believe MSFT has been outsourcing part of its AI computing demand to other tier-2 CSP vendors.* 👀
1Q letter up. Take a look. $HEES, $PAR (mafia), $CROX (viral cups > shoes?) choice-equities.com/wp-content/upl…
In defense of laziness. Just slap a multiple on it. Who cares that terminal value of "K-g", when "g" > 0, implies infinite incremental competitive advantage? People who don't want to do the simple math don't realize this, to their detriment.
Mauboussin and Damodaran are truly exhausting. Reminds me everytime of Munger criticism “The craving for that physics-style precision". Dude, 20x PE is just the present value of earnings growing at 5% (GDP+) discounted at 10% (your return requirement). Or 3% and 8%. Whatever.
@Sparrow_PM The "DCFs are bad" crowd, "because one variable or another can be manipulated" are idiots because they embed all their unspoken assumptions into one number they never audit or examine with any rigor.
Those who pretend to know with 100% certainty what will happen are always the ones doing the least research. They don't even have a theory, they will just say you're an idiot if you dare to disagree and paint it as FUD or #NarrativeGang or whatever BS they make up to dodge the…
@WeedStreet420 Im not in the habit of pondering 0 chance scenarios. I have this same argument with my kids when they ask me if unicorns are in the back yard - i dont even look to check. I dont know what to tell ya man…im just built different.
@spectatorindex door is open for Vine to return to its former glory
"I hate DCFs" = 1. "I can't reconcile the three financial statements in a way that corresponds to the economics I narratively express about the company."
Community notes is the closest thing to the truth we have.
$GOOGL blew off the barn doors with accelerating results in nearly every business line and pristine commentary. Story is getting better and numbers moving up. Risk / reward still interesting even at afterhours price. From $175, 30% upside to 25x my 2025 GAAP EPS estimate and…
$GOOG demonstrating the profitability potential of their core business with even just modest cost discipline: Google Services operating margin of 40% with a whopping 74% incremental profit margin in Q1
Been a lurker for a while here. I plan to make deeper connections and interactions with this handle. Will be posting ideas/research/models at the link in my bio. LO right now but eager to break into L/S; former student of @FundamentEdge (1/5)
I know we're all pod ppl here who care about 1-day moves & I AM NOT calling out any account in particular...but victory lapping a single earnings move is & always will be amateur hour. Your odds are ~coin-flip. Takes maturity to internalize that & celebrate quietly, if at all.
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