Read Capital @Read_cap
Investing Amsterdam Joined August 2010-
Tweets465
-
Followers3K
-
Following785
-
Likes14K
@JerryCap @heartof_thesea yeah, but now going from great to horrible to a uncertain maybe okayish
@JerryCap @heartof_thesea I'm fine with taxing realised gains, unrealised not so much
@JerryCap @heartof_thesea First unrealised cap gains, and hopefully realised cap gains in the future. Either way, it’s just a ridiculously stupid idea
@JerryCap @heartof_thesea We don’t at the moment. Instead, we have a wealth tax of 36% based on a fictional return (gov calc). In 2026, rate will be 6%, meaning you’ll be taxed 2.16% on assets above a certain threshold. This is great for stock investors. Now we are moving toward a capital gains system
@JerryCap @heartof_thesea The tax system will first move to tax unrealised capital gains, but the government has communicated that it aims to move to a system where only realised capital gains are taxed. It will likely take years, though
@heartof_thesea @JerryCap Driven by a court ruling yes, this idea is being rushed through. Politicians seem incapable of walking back poor decisions. The caveat is that the system will likely only last a few years until we move to realized capital gains
@JerryCap Pray they come to their senses (nobody wants this), change tax vehicles or emigrate
@LTVresearch If you speak a bit of Spanish, this is a pretty light and easy read by the founder on the culture and ideas at $CBAV
Link in bio for my write-up on $CBAV. I view this as one of the most attractive & mispriced securities in the market. Has grown EBITDA >20% each of the last 2 years, ROIC >30% and trades at sub 8x EBITDA with a 11% FCF yield. Float dynamics are improving and I see >100% upside.
Almost a third of shareholders believe the new CEO’s pay is excessive, with a maximum of £2.2 million for 2025 -a figure that few American CEOs would accept 45% CAGR since he took over as CEO. $GAW.LN
@CompTortoise "Look to my coming at first light on the 5th day. At dawn, look to the East"
5 million percent 🫡
Warren Buffett said he will ask the board of Berkshire Hathaway to replace him as CEO with his already designated successor, Greg Abel, at year end. Read more: cnb.cx/3F0zxjj
TerraVest is building out an all-weather manufacturing footprint to win in North America (& beyond) -> markets are rough so I thought I'd share some of my work here on the public side 🙂 -> 👇🏻 these are $TVK.TO's facilities that manufacture trailers - carbon steel, aluminum, stainless ( example pics in post below) -> LBT Inc is the newest, acquired yesterday (Omaha) -> this doesn't include facilities that make bobtails -> TVK now the biggest trailer manufacturer in North America
Jerry Capital @JerryCap
58K Followers 609 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Pythia Cap: Partially... @PythiaR
70K Followers 991 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Lawrence Hamtil @lhamtil
39K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Prepared Remarks @P_Remarks
32K Followers 945 Following
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Barry Schwartz @BarrySchwartzBW
38K Followers 351 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Leandro @Invesquotes
56K Followers 951 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Francisco Amador – ... @SleepwellCap
24K Followers 748 Following Venezuelan. Public and Private markets investor focused on Music, Consumer, Tech and Leisure. Independent artist & engineer.
The Transcript @TheTranscript_
100K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Andy 🍕🏔️ @bizalmanac
10K Followers 404 Following 👨🏭Getting rich slowly | 🌆 stonks {🧙♂️🏯returns focused mgrs.👨🏭🥦 } 🎨Business & investing |🧘Happiness snob | #BillsMafia | 🐉Chaos is a ladder
Marcelo P. Lima @MarceloLima
30K Followers 4K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
Braden Dennis 📊 @BradoCapital
23K Followers 671 Following Engineer, Founder & Investor. CEO of @Fiscal_ai
3:10 Value @310Value
11K Followers 5K Following Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. [email protected] https://t.co/BmHjJLItKG
Jay Dilks @DilksJay
6K Followers 4K Following I hope something good happens to you today.Retired/Military/Pub/Private Investor. You will miss 100% of the shots you don’t take, so take them. GO LONG.
combo1776 @combo1776
38 Followers 656 Following
Osman Poroy @osmanporoy1
714 Followers 2K Following Hedge Fund / Global Equities/ Commodities. Tweets are not recommendations.
Princess Emma 👑 @xwemma846
37 Followers 1K Following gentle heart, chaotic notifications 📱 100% follow back
Rolf Braathu @RHBraathu
32 Followers 314 Following
Rob Kelly @rwkelly07
55 Followers 1K Following
DumbMoney @Dumb_Money_
54 Followers 631 Following
Matthew Donen @mattdonen
134 Followers 601 Following
CashROIC @CashROIC
21 Followers 161 Following Investing is the intersection between economics and psychology
——- @cm81857973
3 Followers 2K Following
Dmitry Baulin @AstutexAi
2K Followers 204 Following Data-driven insights and ideas, tweets are for informational purposes only https://t.co/2cvFyl7I1Q
Value-Investor.net @value_investor1
593 Followers 228 Following Value and market. Looking for value with focus on DACH. No investment advice. Do your own research.
JuIian Klymochko @JuIianKlymochk0
1K Followers 1K Following CEO and CIO @AccelerateFT | Powering Diversification with Leading Alternative Investment Solutions
Levered @LeveredTheTits
2 Followers 183 Following
80sHorrorNerd @horror_80s
396 Followers 2K Following Why don't we just... wait here for a little while; see what happens?
𝒥 @3600xy
42 Followers 2K Following Humanity-Centered Activist Investor 🎨 🌐 ♻️ Quant Research, Macro, ESG, Corporate Governance, Credit, AI/ML, Blockchain, Luxury/Consumer
Thalia @Brerrar84675
186 Followers 6K Following You are never too old to set another goal or to dream a new dream.
Shannon @ankunding33183
220 Followers 7K Following
Chris, A Research Guy @aresearchguy
2K Followers 229 Following Young emerging manager running an LO RIA | DM for potential dox & conversation, always open to chat. Pittsburgh.
AIP @Anomaly_Invest
365 Followers 276 Following High-quality, research-backed financial analysis and practical lessons for intelligent investors. No clickbait, just rigorous, actionable insights.
tomerdbz @tomerdbz
4 Followers 129 Following
Manana Investing @MananaInvesting
1K Followers 852 Following On a path to be better everyday! Investing in Public Companies. TSX/TSXV/NYSE/NASDAQ. Investment Journal. Nothing is investment advice. Do your own diligence.
Tomaws @Tomaws896441
11 Followers 897 Following
Hambino Capital @hambinocapital
512 Followers 700 Following LO concentrated equities slugging on hanging value. If the market hangs it, I bang it. Chicks dig the long ball.
HiJoJo Partners @HiJoJoPartners
1K Followers 690 Following 個人投資家のためのユニコーン投資プラットフォーム https://t.co/UVsw2tUWDt 【運営】 HiJoJo Partners株式会社 金融商品取引業者:関東財務局長(金商)第3065号 第二種金融商品取引業、投資運用業、投資助言・代理業 【加入】 (一社)第二種金融商品取引業協会 (一社)資産運用業協会
2500cap @2500capital
993 Followers 693 Following Opinions my own. Not investment advice or a solicitation to buy/sell any securities. Long/Short positions may change without notice.
Virmoo @Virmoo172210
6 Followers 148 Following
SJR @SJR008
84 Followers 3K Following
FannyHubbard @o7T0m1jkf123SI
43 Followers 2K Following
8% Value Activist @8valueactivist
344 Followers 207 Following All about activist stocks especially Japan, FCF compounders & investment strategies. We are on Substack, Spotify, Youtube: https://t.co/acAbIAIq6m
CherylBruno @351BtP2fV279T
21 Followers 826 Following
GladysElinor @3d0wrRho25w7X
62 Followers 2K Following
PollyBrook @G6gYVCbci15j9Z2
27 Followers 1K Following
MargueriteJasper @5o8VQYmE3W7GRo
29 Followers 856 Following
BessThackeray @x7843k3LmYe13
18 Followers 526 Following
the Knicks are perfec... @darkfiber12
304 Followers 1K Following
MarinaNoah @q2q9csO0e01c99
52 Followers 2K Following
MayRutherford @79boLd0N297Q3
12 Followers 485 Following
UlaWyatt @HGIhSB8H01H9o9
49 Followers 2K Following
LynnWright @2n7LcqSY88Mn67O
38 Followers 2K Following
Acorn Energy ($ACFN) @ACORN_IR
1K Followers 5K Following Provider of remote monitoring & control of standby generators, pipelines & other critical assets. Nasdaq: ACFN Bill Jones 267-987-2082 [email protected]
Jerry Capital @JerryCap
58K Followers 609 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Pythia Cap: Partially... @PythiaR
70K Followers 991 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
247K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Lawrence Hamtil @lhamtil
39K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Paul Enright @pmje73
27K Followers 251 Following
Prepared Remarks @P_Remarks
32K Followers 945 Following
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu66YG (free 1x/week, podcast, 29,000+ subscribers)
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Bread Crumbs Research @breadcrumbsre
26K Followers 582 Following People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
In Practise @_inpractise
26K Followers 700 Following A Primary Research platform for long-term fundamental investors.
Barry Schwartz @BarrySchwartzBW
38K Followers 351 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Trevor Scott @TidefallCapital
40K Followers 1K Following No politics, sports or social tweets. Just investing. Tweets are not investment advice.
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Sidecar Investor @sidecarcap
27K Followers 805 Following Private Investor | World-Class Operators | DMs Open
JP Insights @Aktiehedonist
20K Followers 472 Following I write about the boring stuff behind AI. Power, cooling, optics, networking, semis and data centers. Building the 500k to 10m portfolio in public.
Rogier van Kuijk @eenrijkerleven1
4K Followers 111 Following 1982. Belegger vanaf zijn 11e. Deelt content over financiën, crypto, tech en reviews sinds 2020. Geëmigreerd naar Spanje 🇪🇸 in 2026!
The Inflection Econom... @inflectionecon
12K Followers 1K Following High conviction ideas and musings from the GPs of Logos LP. Disclaimer: Not financial advice. May buy and sell securities without disclosures.
EquityInsight @equityinsight_
27 Followers 30 Following Not Investment Advice. Always do your own research.
HR7 | Japan Equity CM... @HR7_Japan_CMA
24 Followers 1 Following Unlocking hidden value in the Japanese market 🇯🇵. Focus on structural reforms, governance plays, and misunderstood mid-caps. CMA certified.
Benjamin Ocvirk @mrhaeschen
571 Followers 385 Following investing in stocks - passive investing since 2008, active investing since 2017 salesperson for medical supplies, former electrician
OddStats @OddStats
80K Followers 113 Following Retired finance professional. I can't see the future and neither can you; anyone who says different has something to sell. NOTHING I SAY IS INVESTMENT ADVICE.
Dave Data Guy | autho... @DGretta_Author
27K Followers 621 Following Author 📚 | Stock investor + financial education advocate | rocket scientist | MBA: Finance | IT, BI, AI + SQL database professional | opinions not advice
Jay Dilks @DilksJay
6K Followers 4K Following I hope something good happens to you today.Retired/Military/Pub/Private Investor. You will miss 100% of the shots you don’t take, so take them. GO LONG.
Coffee House Stocks @CoffeeStocksGuy
13K Followers 989 Following British Equity Investor | Catching Asymmetric bets in Robotics, Space and AI
AlmaCap @AlmaCap114204
16K Followers 202 Following Escaping the permanent underclass by touring Korea Tweets for entertainment and are not financial advice. https://t.co/tN9HQwtFlc
Korea Value Hunter @koreavaluehunt
15K Followers 28 Following Interactive Brokers just allowed trading on Korean stocks for the first time. Korean stocks are the cheapest stocks in the world. I find them and buy them.
🇯🇵 Japan Small-... @japan_cap
2K Followers 38 Following Japanese investor focused on uncovering value in Japanese small-cap stocks. Based in Japan. Tweets are for info only, not investment advice.
siddy jobe @SiddyJobe
3K Followers 2K Following Portfolio Manager @Econopolis Exponential Tech. Fund. Let’s talk about Finance, Tech, Business & everything in between. Antwerp University, Vlerick & Berkeley.
KawzInvests 🦑 @KawzInvests
110K Followers 527 Following Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. Not financial advice
0SG @Zerosumgame33
25K Followers 401 Following Contrarian small/micro cap investor focused on asymmetric situations with catalysts to unlock asset value & earnings power. Cash flow inflections drive stocks.
Andrew Coye @andrewcoye
3K Followers 2K Following Musings about investing and trail running. Not investment advice. Life is short, art long, opportunity fleeting, experience deceptive, judgment difficult.
Andrew Brown Dynastic... @abroninvestor
8K Followers 2K Following SOTP value equity investing, E72 Dynasty Trust. Manchester United, Scunthorpe United, Sydney Roosters NRL, travel. Investment views are NOT advice so DYOR!!
Tokyo Deep Value @TokyoDeepValue
34K Followers 9 Following Japanese stocks are the last great deep value trade on earth. Rock solid balance sheets. Monster cash flows. Dirt cheap prices. I find them and buy them
Public @public
59K Followers 776 Following Investing for those who take it seriously. Multi-asset investing. AI that works for your portfolio.
Odd Diligence @OddDiligence
15K Followers 1K Following Long/short event-driven trading, looking under pebbles and rocks. Not investment advice.
Atul Goyal 🎮 🏌�... @agoyal00
3K Followers 3K Following 21+ yrs Japan tech/gaming equity research | Seen on CNBC, Bloomberg | Quoted in WSJ, FT on Nintendo, Sony, Softbank | Uncovering multi-baggers.
Three-Legged Stool @valiovalentino
902 Followers 202 Following Trying to identify the real growth in economic value per unit of ownership.
Safe&CheapStocks @SafeCheapStocks
595 Followers 317 Following If you don't know who you are as an investor the market is an expensive place to find out.
Niels Koerts @KoertsNiels
7K Followers 342 Following
deep value insights @NoelWieder
2K Followers 134 Following I search for mispriced tiny stocks | “Price is my due diligence” ~ Buffett
Nick @nicholasp66
7K Followers 438 Following Investor Scouring the Globe for Great Investments Very little is needed to make a happy life it is all within yourself in your way of thinking. Marcus Aurelius
Rolf Braathu @RHBraathu
32 Followers 314 Following
Johan @semicap
4K Followers 484 Following Life, liberty and the pursuit of happiness. - e/acc. - Free speech. - Stocks & Semiconductors. - Author of https://t.co/fTq5rb7S0j 🇺🇲🇸🇪🇺🇦
Sutje @SutjeSH
527 Followers 102 Following Former @sutjeinvestor Investing in boring stocks “Investment is most intelligent when it is most businesslike.” -Benjamin Graham
Nicotine Capital @nicotinecap
1K Followers 104 Following Investing in the future of nicotine via $BTI $BATS. Not investment advice. Not registered & not an investment advisor. Do your own research.
Monolith Capital @Monolith_Cap
9K Followers 318 Following Looking for niche market leaders with long investment runways. Not financial advice. Always do your own due diligence.
MG - investor @MGinvestor
5K Followers 462 Following Concentrated Investor in UK markets. Looking for management who under-promise and over-deliver. DM to discuss shares. Family office
Bram Van Genechten @BramVGenechten
2K Followers 292 Following Fundamental long-term investing in high quality companies. Visuals & numbers. Life wisdom. Health.
Astro Not @charliedotts
272 Followers 2K Following
Quiet Compounders @JayusCap
15 Followers 90 Following
Negligible Capital @negligible_cap
11K Followers 598 Following Stocks mostly. Long and short Not advice
Cluseau Investments @blondesnmoney
67K Followers 1K Following Not Financial Advice Insert extremely corny quote here
Moody @MoodyWriter13
18K Followers 520 Following
Travis Lundy 👹 @travislundyasia
6K Followers 2K Following Tweet reading, Independent Investment Research, usual disclaimers apply. Also, 👹-verified.
Dirt Cheap Banks @dirtcheapbanks
65K Followers 32 Following Community banks are the last bastion of cheap value in the public markets. I find dirt cheap banks.
QF Research @ResearchQf
26K Followers 384 Following PM at large institutions. Investment decisions are your responsibility. DYODD. Analyze distributionally but non-deterministically. RTs aren’t endorsements.
Karel Mercx @KarelMercx
36K Followers 2K Following Feb 2007 - present: Investment Specialist Beleggers Belangen | The 10 investments with the largest weighting in my investment portfolio https://t.co/uMsGnjuG8w
Dmitry Baulin @AstutexAi
2K Followers 204 Following Data-driven insights and ideas, tweets are for informational purposes only https://t.co/2cvFyl7I1Q
Value-Investor.net @value_investor1
593 Followers 228 Following Value and market. Looking for value with focus on DACH. No investment advice. Do your own research.



















