Mateo @PermanencePages
Author of The Permanence Pages | In search of that which will endure New York City Joined April 2023-
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GOOD NEWS - SHARING FExWITG TOP 3 PITCHES W/ nearly 100 high-quality pitches, the inaugural FExWITG Stock Pitch Competition was a huge success. We have received approval to share the top 3 finalist decks with our followers. To get a DM with the link, retweet or reply "FExWITG"
Joel Greenblatt on the advantages that private investors have👇
The four most expensive words in the English language 👇
The three main principles that Warren Buffet took away from Benjamin Graham's investing class👇
Reminder that some of the best returns can often come in the most boring of places $ORLY $AZO h/t @lhamtil
"Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which should be successful, to prevent a lot of money becoming a little" - Edward Chancellor
"What you're doing when you invest is deferring consumption and laying money out now to get more money back at a later time. And there are really only two questions. One is how much you're going to get back, and the other is when." - Warren Buffet, The Snowball
ConstanceAdams @5ni7b17lPQL7m3
2 Followers 456 Following
Nel Magsamen @n_magsa
58 Followers 5K Following
EleanoreHarvey @2atHn2MLFpldsFr
0 Followers 245 Following
Nancie Dever @DeverNanc
54 Followers 5K Following
Sarpsue @SarpsuelPzZb
2 Followers 298 Following
LisaChristy @731b1J2awB5115
0 Followers 229 Following
Tethasm @Tethasm4WbmUQQ
0 Followers 212 Following
Shane Collison @ShaneColli49190
77 Followers 5K Following
Keabasaush @keabasaush96452
1 Followers 421 Following
Arwen Lime @li_arw
0 Followers 152 Following
MelissaNoel @8No2Xlj1V83M8U2
0 Followers 253 Following
Keri Bilson @bilson97711
0 Followers 176 Following
Shought @ShoughtnnnkS
1 Followers 359 Following
Thouteau @ThouteauobOBhA
0 Followers 431 Following
Theaglin @TheaglinO2WLQ
1 Followers 297 Following
DorothyWarren @291P6xFM639GP
2 Followers 454 Following
Siteau @Siteau245073
2 Followers 413 Following
SamanthaErnest @6v8kD07ZMXvTkI
1 Followers 438 Following
Shudeighd @shudeighd62843
36 Followers 1K Following
Erin Calais @calais_eri23298
19 Followers 3K Following
Leana Ocker @LeanaOcker32691
71 Followers 5K Following
Nevaeh Lionberger @NevaLionberg
52 Followers 5K Following
Wren Bohl @BohlWren61535
73 Followers 5K Following
Tamy Cabaret @TamyCabare39276
53 Followers 2K Following
Poppy-may Barkett @BarkettMay38568
57 Followers 5K Following
Teddi Genzone @TGenzone60902
86 Followers 5K Following
Gia Kimmes @GiaKimmes49665
28 Followers 4K Following
Lacey Mizzelle @LaceMizzell
32 Followers 5K Following
Maddie Madyun @mad_madyu
39 Followers 5K Following
Drucilla Finkenbiner @DrucillaFi99992
48 Followers 5K Following
Leditay @Leditay172184
121 Followers 3K Following
Neaucetha @neaucetha15300
44 Followers 2K Following
V@ň$ĥ @Patel005V
2 Followers 390 Following
Dominique Lopez @Dominiq61967028
103 Followers 3K Following
Amiya Pierce @amiya_pier55432
103 Followers 3K Following
Chani @ChanisLament
7K Followers 6K Following
Zafuan Abdullah @ZafuanAbdullah
434 Followers 5K Following husband 👸🏻@𝚜𝚊𝚛𝚊𝚑𝚊𝚑𝚖𝚊𝚍91. daddy's 👶🏻 Aafi issa, saify syid, putri saiqa, Facebook too: https://t.co/wvW6ujfbWl 🚒 #jbpm 🇲🇾#rakyatmalaysia
Michelle Watson @MichelleWa24370
126 Followers 3K Following
Donna @langley_donna46
177 Followers 3K Following
Krismarú Peña @KrismaruP
49 Followers 231 Following
Monsoon K. Pabrai @Typhoon_Girl
13K Followers 639 Following Managing Partner @ Drew Investment Fund. UC Berkeley Alum! RTs are not endorsements.
Rodri V.R. - Attitude.. @HolyFinance
13K Followers 1K Following Fund Manager - Attitude Small Caps FI @AttitudeGestion Mail: [email protected] Web: https://t.co/iycBd5NMtf…
Symmetry @Symmetry_Invest
8K Followers 167 Following September 2008 - June 2015: Accountant at BDO March 2013 - nu: Symmetry Invest A/S Tweets are own opinions not investment advice
Daikoku Capital @DaikokuCap
2K Followers 324 Following Searching for deeply undervalued securities across the globe.
Porter Collins @Seawolfcap
42K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Arne Ulland @ArneUlland
11K Followers 516 Following 🇳🇴 Management consultant | Quality Investing & The Power of Compounding | Books 📚 Invested a decade+ | «To finish first, you must first finish» |
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Robert Lufkin MD @robertlufkinmd
108K Followers 2K Following Medical school professor (UCLA & USC) helping people prevent/reverse chronic disease, cultivate consciousness, and live life to the fullest.
Oddbjørn Dybvad @oddbjorndybvad
2K Followers 310 Following CIO of REQ Capital. Searching for the strongest Acquisition-driven Compounders globally. Author of "Investing in Value Creators" #SerialAcquirers
Jason Hirschman @EightTrack180
9K Followers 809 Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
Jake LaMotta @ragingbullcap
3K Followers 254 Following “The largest cohort systematically ends up doing the wrong thing.” ex-big law. mostly value w/ a catalyst. https://t.co/xK2tMjcHTo
nicholas slater @patviera
5K Followers 2K Following Merrill Head of Tech Market Making 1986-2003.Disclosable stakes:Csfs(6p),Spsy(17p),Blu(0.10p)Kino(11p) Osi2p,JLH(0.8p)myx(30p) DYOR 5 time Chandos tennis champ
Alejandro Estebaranz @alex_estebaranz
72K Followers 1K Following Presidente True Value Investments SGIIC S.A. | True Value F.I. ( ES0180792006). Value investor. Ingeniero en org. Industrial y @Artedeinvertir
🪫🇨🇦🕊️ @deepvalueco
5K Followers 221 Following Hunting maximum reward with minimum risk. Value is what's worth more in the future. Rambler at: https://t.co/5ulQ4oLPRQ ---DYODD- Not Advice
Rich Howe @stockspinoffss
13K Followers 947 Following I research spinoffs and other special situations.
ゆうと @hyouka1995
17K Followers 532 Following 20代後半。投資歴10年。2024/03/05に純資産2億に到達。目標は投資を広めること。 若手投資家同士の交流を目的とした『名古屋投資家交流会』を主催(現在休止中)。 株オタク。起きている時間のだいたいは投資について考えている変態、病気レベル。 バリュー投資家。カタリストのあるバリュー株に投資。
Tiny Stock Ninja @tinystockninja
4K Followers 329 Following Highly concentrated microcap investor focused on profitable, US-listed microcaps run by management teams with skin in the game.
Stock Analysis Compil.. @StockCompil
2K Followers 500 Following I read a lot of hedge fund reports. I publish the short analyses I find here and the longer ones in my newsletter: https://t.co/FKtknwEaPC
Finding Moats, Invest.. @Finding_Moats
20K Followers 164 Following Investor. Long-term holdings and high-quality businesses. In-depth company research & portfolio updates at https://t.co/Y1ZyZeSF0Y
Trey Henninger | DIYI.. @TreyHenninger
10K Followers 207 Following Host of DIY Investing Pod/ Videos: https://t.co/T8T4iRg54i / Managed Accounts 📈 / Substack / MicroCap Investor / Focus: Quality + Value + Shareholder Friendly Management
Chani @ChanisLament
7K Followers 6K Following
rubicon59 @rubicon59
10K Followers 478 Following Equities. Closet crypto. Looking for low-bars to step over.
Unemployed Capital Al.. @atelicinvest
6K Followers 608 Following ex-Buyside PM. Now jobless and homeless, roaming around for lulz. Excuse my bad manners.
Smoak Capital @dsmoak98
16K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
Dirtcheapstocks @dirtcheapstocks
21K Followers 218 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice.
Tim Eriksen @eriksen_tim
10K Followers 156 Following CEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA.
Petter Hedborg @PCG_H
11K Followers 475 Following Vd & grundare, Modular Finance https://t.co/ngM0TDmm99. Styrelseledamot, Söder Sportfiske https://t.co/TpIe5VOQp4. Grundare https://t.co/g2pwnRaHAQ. Investerare.
Taylor Henderson @taylor_hndrson
2K Followers 1K Following Voss Capital | https://t.co/BCdHBs9WNj | https://t.co/nF0XK6j6nu
Clifford Sosin @CliffordSosin
12K Followers 441 Following
Kevin Mak @KevinLMak
4K Followers 33 Following Teaches economics and investing at Stanford GSB. Special sits fund manager. https://t.co/kiKMwr09f0
Lion-Cubs | Small-Cap.. @LionCubsFund
4K Followers 386 Following Small-Cap Specialist | Investing/Stocks | Quality | Growth | Value | 100-Bagger Hunter | Fin-x-er | 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.
Fallacy Alarm @fallacyalarm
8K Followers 482 Following Blending single stock, macro and thematic research into differentiated bull and bear cases | 15y Corporate Finance & Equity Research | CFA
maninapurpledress @maninapurpledr1
1K Followers 1K Following ALL TWEETS ARE FOR INFORMATIONAL PURPOSES. THIS IS NOT INVESTMENT ADVICE. DO NOT TRADE OFF ANY OF MY INFORMATION
Rational Research @RationalResear
3K Followers 498 Following Searching for facts. Nothing here is investment advice.
Indra @IndraStocks
4K Followers 679 Following Looking for quality with promising long term equilibrium. Opinions irrelevant, but argue with me anyways. 99% of this isn't serious, keep it fun.
Not Hari Seldon @HariSeldomRight
4K Followers 1K Following Jr doc/researcher | Amateur microcapper | Lucky picks $LEAT 8x (2020-22) $EPSIL 5x (2021-22) $CPH.TO 3x (2022-24) - apparently getting worse | 6y CAGR 41%
Huberman Protocols (n.. @hubermanrules
80K Followers 4 Following The best protocols (AND memes) from Huberman Lab • Not associated with @hubermanlab, just a fan account
Orsetto @shot_change
2K Followers 142 Following Scarcity, permanence, independence | Disclaimer: I don't know s**t
Colin King @valuedontlie
9K Followers 727 Following All value. No advice | Stock Newsletter https://t.co/9pEi00XIOe | Profit course & tools @profitmastery
SVN Capital @SvnCapital
10K Followers 338 Following Founder, Portfolio Manager - SVN Capital "Money often costs too much" - Ralph Waldo Emerson Disclosure: https://t.co/mPynSZsgwR
Alex Bossert @alexbossert
7K Followers 3K Following Founder & Portfolio Manager @ Bossert Capital. Tweets are not investment advice.
The '23 Q4 $XPEL earnings call has some absolute gold in it. I highly recommend reviewing this call a few times.
@CJ0pp3l @NestBetter Beards suck and anyone with them is an idiot.
A couple of weeks ago I prepared an $ASML 45+ slide deck for a presentation I gave. Thinking about uploading it here if people are interested. Like/RT if you'd like to see it here and I might upload it tomorrow
Beautiful chart from the Visual Capitalist on 200 years of Global Gold Production.
Posting this again from @AswathDamodaran on top performing managers vs those consistently in the middle of the pack joincolossus.com/episodes/75305…
Nothing energizes you more when you tell someone your dreams and they question it, and say it’s really hard for you to achieve it. It only makes you even stronger, to prove them wrong that you can do it. You have done it once before, many times before, and you can do it again.
@PermanencePages @osventuresllc @jposhaughnessy Thank you Mateo! 💚 🥃
These images were generated by the same prompt one year apart: 🤯
Some very interesting topics discussed in the $UMG call. 1) copyright protection around AI-generated songs, long explanation worth a read: "Sophisticated AI that's enabled by large language models, which trains on our IP, violates copyright law in several ways"
$CP results looking solid. The growth in grain and potash seem to back the thesis that Canada will fill the void in these areas created by the war in Ukraine investor.cpr.ca/files/doc_fina…
Glad they aren't going to allow the stupid tax to derail their capital allocation plans
$ORLY: "[We have] repurchased 92.0 million shares since the inception of the program in January 2011 ...through the date of this release, at an average price of $231.17, for a total aggregate investment of $21.28 billion." That's > 2.5x the 12/31/2010 market value
Another ~$9.2 billion of repurchases in Q1 FY23...
$META repurchased $6.9 billion of stock in Q4 FY22 for ~$115 per share
Still remember the “he doesn’t know how to run a social media company” takes as if they happened two quarters ago Oh wait…
Snapshot of the Strong $META Q:
Remarkable sentiment shift on $META
Remember $META's 19% plunge after reporting Q2 2018 post-Cambridge Analytica? Seemed crazy at the time.
George Borjas, a Harvard Economist, is wrong
These journalists are seriously going to argue that someone like George Borjas, a Harvard Economist and leading researcher on the economics of immigration is WRONG because they hold a sacred ideology that "no human is illegal". politico.com/magazine/story…
@PermanencePages Thanks for reading! appreciate it. It is actually hard to compete with them. People would rather sell to them
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