BCap21 @b_cap21
Equity analyst tweeting mostly about high quality companies Joined July 2021-
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$FICO on their pricing strategy and how they benefit from transparency.
$STE the latest company to throw in the towel on Dental. Has there been a dental business that has done well in the past 7-8 years or have the DSOs + Covid just destroyed this business?
$STE the latest company to throw in the towel on Dental. Has there been a dental business that has done well in the past 7-8 years or have the DSOs + Covid just destroyed this business?
Was hoping this business would go public eventually. This is probably a n/t positive for $POOL and $SITE as SRS was their number 1 competitor for deals and they are likely out of the market while they integrate. Longer term implications less clear.
Was hoping this business would go public eventually. This is probably a n/t positive for $POOL and $SITE as SRS was their number 1 competitor for deals and they are likely out of the market while they integrate. Longer term implications less clear.
I'm sure this is just normal 80/20 leaning out of reporting. Definitely not hiding anything.
$FICO's CEO with a solid blog post highlighting the history of the score's adoption, pricing in the mortgage market, and the actual impact of their pricing actions on mortgage costs. fico.com/blogs/ficos-ad…
Come for the underperformance, stay for the soul crushing intra-year downside vol.
Do I have these numbers right? $PPG's architectural coatings business doesn't have any profits? Competing with $SHW is hard. Will be curious to see whether any of the strategic acquirers are up to the task. Maybe Berkshire goes for it to add to Ben Moore?
Marathon Asset Management’s Capital Cycle framework
Minimizing the number of things that have to go right is an investment superpower.
At least our two presidential candidates will be slightly above average on comprehension for 'some' of the next 4 years...
$CDW is out there saying AI spend is not cannibalizing IT spending budgets. Instead, funding is coming out of budgets in other functional areas of their customers (finance, HR, marketing, etc..). Are we sure the tech sector weighting is too large right now? Crazy
Jerry Capital @JerryCap
41K Followers 577 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.
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
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K 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”.
The Transcript @TheTranscript_
61K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Ensemble Capital @IntrinsicInv
37K Followers 537 Following Focused, fundamental-driven portfolios for private & institutional clients. Blog: https://t.co/tCIo9wiEhO. Disclosures: https://t.co/fjmCVI7XoT
Chairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]
Hemingway Capital @lfg_cap
9K Followers 1K Following Global Tech investooor with a software addiction.
Sleepwell🛌 @SleepwellCap
22K Followers 618 Following Looking for investments to sleep well. Mostly Music, Tech, Financials & Luxury. Musician and engineer. Opinions my own, please see disclaimers on Substack.
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!
Leandro @Invesquotes
42K Followers 726 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Durable Investments �.. @retaox
9K Followers 1K Following Buying and selling decent businesses. Collecting wonderful businesses. Personal Account : @adinozyn
Francis Trott @francis987_5
113 Followers 720 Following
Rowan Spreng @ro_spren
78 Followers 5K Following
Katuok @app192
125 Followers 1K Following
Bonnie Kindred @bonn_kindr
63 Followers 5K Following
NA Sneaks @NaSneaks
2 Followers 31 Following
Kaleigh Baumler @BaumlerKal74653
82 Followers 5K Following
Lighthouse by CTFN @Lighthouse_CTFN
207 Followers 359 Following Lighthouse's newsletter offers a daily rundown of merger news, links to source docs, and a pre-event list (incl comps) plus a weekly deep dive into a key name.
كمال @ak_cartier
19 Followers 414 Following
NblVl_26 @Nblvl237293
30 Followers 2K Following
Rosamond Peal @PealRosamo94604
41 Followers 5K Following
Anonymous Fin Student @incomingIBSA
89 Followers 167 Following Finance Student at a Large Academic Institution. Not Financial Advice.
Aria-rose Klump @AriaKlump88094
105 Followers 5K Following
Mariann Llano @LlanoMaria36958
66 Followers 5K Following
laptop01 @hes6c
43 Followers 1K Following
Aoibheann Fechner @AoibheFechn
113 Followers 5K Following
GoneFishin’Financia.. @GoneFishinFinl
192 Followers 2K Following Focused on FI, but “not saving sex for my old age,” maybe some day RE, then hopefully “die with zero.” Not investment advice or affiliated with employer.
BellaBrio_ @BellaBrio140823
25 Followers 2K Following
Kirsty Delair @DelairKir
59 Followers 5K Following
AF @NaariadLofor
143 Followers 5K Following
Liusaidh Flentroy @LFlentr
93 Followers 5K Following
BMD2019 @bmd2019
119 Followers 1K Following
Glenda Joffe @GlendaJoff48090
73 Followers 5K Following
Rizz Reed @rizzreed
144K Followers 144K Following Errol Reed.Entreprenuer Of The Year🏆• Public Figure • World Communicator 🇺🇲 • Reed Management Global 🌎 . We create stars 💫
Josh Sarna @JoshSarna49698
10 Followers 71 Following
Petermuffinman @petermuffinman
1 Followers 399 Following
Clementine 😏 @Clementine_E22
4 Followers 565 Following Аlluring enchantress with а mischiеvоus smilе
Eevie Nabavian @nabav_eev
82 Followers 5K Following
antibala @antibala
162 Followers 5K Following
Yadira Whitney @whitn_yadi
76 Followers 5K Following
real @iagout
0 Followers 995 Following
وائل المطلق @almutlaqwael
61K Followers 1K Following مقدم #بودكاست_النشرة_المالية | مستثمر في اسواق المال | كاتب @TheFinanceMemo @ReadCryptoMemo @TheSaudiMemo
TBDCapital @TBDCapital_
34 Followers 115 Following Stock picking journal w/ monthly portfolio performance updates. Stock/Market commentary and community participation. Not financial advice.
Ghost @ajschwayze
115 Followers 847 Following
Azzie Remus @remu_az
56 Followers 5K Following
Sleuth Activist @sleuth_activist
161 Followers 2K Following We are shareholder activists doing sleuth investing in to micro cap companies
Rick Lobe @gangshalishyt
6 Followers 201 Following
Boring_Business @BoringBiz_
6K Followers 328 Following private markets. personal views only. no courses. purchasing SMBs with $350K-$1M annual sales. prefer to seller finance or do equity rollovers. DMs open
Jake @jsportz2002
2 Followers 428 Following
Jason Miller @jbmp51
3K Followers 5K Following Owner/Operator retail food biz --Ex Special sit./ Event HF. My app project would open the floodgates to more Twitter users but was early + died.
MG @mattonegiallo
26 Followers 220 Following
losing money capital @onion61314
330 Followers 1K Following I'm a pleb who invests in shit co. $hims $igic $acic $bur $toi
_Flechazo @Flechazo52051
31 Followers 2K Following
Alexandrina Wickemeye.. @wickemeyer72747
48 Followers 5K Following
Rohan @rohan_invests
228 Followers 757 Following Tech + Consumer Investor⚡️| Adventurer 🧗 | Previously @ Matrix Capital + Georgetown University Investment Office
Aurelia Wafula @WafuAure
78 Followers 5K Following
이민주 @45a5a8662a8e4f7
2 Followers 20 Following
Jerry Capital @JerryCap
41K Followers 577 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.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Brandon Beylo @marketplunger1
74K 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
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.
Prepared Remarks @Rebrand_As_Y
19K Followers 926 Following
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
modest proposal @modestproposal1
101K 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
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Liberty 💚🥃 @LibertyRPF
29K Followers 868 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,100+ subscribers)
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
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K 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”.
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Bread Crumbs Research @breadcrumbsre
23K Followers 532 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Jason De Sena Trenner.. @JasonTrennert_
2K Followers 60 Following Chairman & Chief Investment Strategist at @StrategasRP. Ranked Wall St.'s #1 Ind. Macro firm last 7 Yrs. https://t.co/4v8pQfTCT7 / https://t.co/LxC6ifv8GZ
Mike @Mike10947310
2K Followers 121 Following I'd rather play suckers than beat the best—trying to find the right table https://t.co/MOU1CdjJVO
Andy @evfcfaddict
11K Followers 299 Following In the end, investing is all about valuation. Valuation starts with the correct numbers. I therefore use Koyfin. Get 20% off on Koyfin using the link below ↙️
BART WITMER @rbwitmer
143 Followers 739 Following
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
Aaron Chan @RecurveCapital
599 Followers 191 Following Managing Partner of Recurve Capital. No investment advice, views are my own.
TechStockFundamentals @TechFundies
6K Followers 356 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.
SharonBoysBasketball @SharonBBall
916 Followers 992 Following Official Account of the Sharon Boys Varsity Basketball Program
Speedwell Research @Speedwell_LLC
5K Followers 172 Following 📖 Free Newsletter & Memos: https://t.co/CDu3UvpBhu 🎧 The Synopsis Podcast: https://t.co/KBOlX3WDbJ ⬇️ for Research. By Drew Cohen & @kevg1412
Matt Harney @SaaSletter
4K Followers 842 Following SaaS Analyst @CloudRatings. Previously in software PE. Subscribe to my newsletter below:
Discounted Trash Flow @DiscountedTF
3K Followers 839 Following Sell side ER, quality investing, general degeneracy
Daikoku Capital @DaikokuCap
2K Followers 323 Following Searching for deeply undervalued securities across the globe.
Pippa Malmgren @DrPippaM
64K Followers 13K Following https://t.co/JKqP6hroVs - where I write on economics, geopolitics and tech. Award-winning author, Fmr US Presidential Advisor + tech entrepreneur Φ ☯︎ ∞
Greg Gabriel @ggabefootball
34K Followers 1K Following 30+ years NFL scouting, 9 years as Scouting Director. Host Gabriel talks Football. Contributor WC Gridiron. E/W game Board of Advisors, Consultant.
D @d_rose92
3K Followers 2K Following Not Investment Advice | just some dope on the internet | Do Your Own Due Diligence. DMs open.
Lion-Cubs | Small-Cap.. @LionCubsFund
4K Followers 385 Following Small-Cap Specialist | Investing/Stocks | Quality | Growth | Value | 100-Bagger Hunter | Fin-x-er | Not Investment Advice.
Andy Hart @JumboHart
31K Followers 932 Following "Brand Personality" for WEEI radio in Boston and https://t.co/D6UuCOMi2g. Co-host of @6RingsPod
Paul @Paulwarner23
147 Followers 806 Following Keeping an eye out for tech news, podcasts, business improvement innovations and investment ideas.
WinterGems @Govro12
3K Followers 177 Following Narrative debunker and falling knife catcher of quality name. Personal blog capturing my thinking https://t.co/8ix0O7kMOK not investment advice
Ryan Lanigan @R_Lanigan
6K Followers 1K Following Editor/Founder of @HockomockSports. Opinions are mine. Contact [email protected] for advertising opportunities.
Dirtcheapstocks @dirtcheapstocks
21K Followers 217 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.
Jon Cukierwar @JonCukierwar
12K Followers 487 Following Founder of Sohra Peak Capital Partners, where we invest in businesses with intelligence far surpassing my own. Disclaimer here: https://t.co/C1dK5tzAej
David Orr @orrdavid
12K Followers 142 Following I back investors who generate 25%+/year alpha over a statistically significant sample on a live money account, not back testing.
Rales Bros @thebrennanwolf
367 Followers 610 Following Interested in unleashing human potential, company culture, disciplined capitol allocation, value investing and long term focus
Yellowbrick Investing @joinyellowbrick
6K Followers 2 Following I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily email with 3 new stock pitches
Mali₿oo Capital @clubmaliboo
2K Followers 191 Following Buy side business analyst. Not investment advice. Do your own due diligence.
Elliot @AlphaSeeker84
2K Followers 1K Following Capital allocator, Equity Researcher, not investment advice https://t.co/8mZcVOoA4w
Fabricated Knowledge @_fabknowledge_
17K Followers 468 Following Simplifying the world of semiconductor investing in the age of AI. Join over 39,000 free readers. It's secular (but cyclical) stupid Read more V
Ryan Henderson @CCM_Ryan
11K Followers 819 Following Podcast host @chitchatstocks // Growth & Content @finchat_io
simple investing @simpleinvest01
14K Followers 235 Following Buy-side Portfolio Manager | Long term, fundamental, bottom up investing | Weekly deep dive articles & The Barbell Portfolio in Outperforming the Market (link)
Value_Biased @ValueBiased
2K Followers 473 Following I like undervalued stocks with a strong preference for long-term compounders.
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.
Shane Waldron @Coach_Waldron
2K Followers 386 Following
Howard Marks @HowardMarksBook
159K Followers 28 Following Co-Chairman & Co-Founder of @Oaktree. Author of #MasteringTheMarketCycle. This account is run by Howard’s team. Howard’s tweets will be signed -HM
Sahil Khetpal @skhetpal
15K Followers 540 Following Former hedge fund investor turned entrepreneur. CEO @thetikr. Tweet about hedge funds, stocks, building businesses, and life's journey.
Brad Lyons @BLyons151
8K Followers 346 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
George Hadjia @GHadjia
8K Followers 1K Following Founder - Bristlemoon Capital Writing about companies to help you understand them Subscribe https://t.co/qMdR4HXhka Views not investment advice
Lauren @bigbruinsenergy
12K Followers 2K Following #NHLBruins • the rat king is my captain• bertuzzi please come back • goaltender interference is a concept
Awesome pick for my tufts teamate and great friend, Andy Dickerson the @Browns oline coach
Browns get an absolute dog in @zak_zinter. If he didn’t break his leg, he’s a top 60 pick. He’ll be fully healthy by training camp. Another Massachusetts Monster! Developed by @Coach_Willey_FB at BB&N. #MassMade
$LMN.V Casa Deal in Jeopardy? 🚨Former $CSU.TO deal-breaker 👀 Danielle Royston's Skyvera makes $18M bid for Casa's wireless biz. The bid upends Casa's initial bankruptcy planto sell its wireless business to Lumine Group for $15 million. Royston is former CEO of Optica $OPT.V
@incrementalROI @b_cap21 Think they were referring to regulatory considerations more than dentists being good humans
@b_cap21 I asked them about that cross-over a while ago. They described the dynamic as "industry doesn't care [about sterilization/infection prevention] today, but if they do we will be positioned for it". Guess they got tired of waiting
@b_cap21 To be fair, they probably didn't want to be in it anyway... came w/ the Cantel deal and doesn't synergize w rest of business
@b_cap21 Their biggest competitor to deals was gobbled up by someone with infinite resources to compete with them organically, though, no?
HD buying SRS distribution. Opens up a whole can of worms in BP distribution space prnewswire.com/news-releases/…
Latest poast. A reply to @YetAnotherValue post on a quality bubble. Link in the usual place.
@b_cap21 @WaterworldCapi1 @GunwaleCap It’s extremely hard to have unemployment when you are running a 8% deficit so in practice hard to worry about that Fed has briefly taken us to the brink and chosen to back off. They could push private sector into recession if they wanted. They don’t But I hear you in theory
Some thoughts that had been tickling the back of my mind on the wild multiple expansion we've seen in some GARP-y stocks
The quality bubble? yetanothervalueblog.com/p/the-quality-…
@b_cap21 $450m incremental opex to generate incremental rev of $8B. Insanity.
@b_cap21 Basically same OpEx. The dropthrough of V’s extra volume….
@b_cap21 Jefferies also puts out side by side comparison reports that are excellent
@InnocenceCapit1 @b_cap21 You should read “Tapping the Source”, the very dark surf noir novel the original was based on… it’s v different from the move & v good
@b_cap21 Seems like a wonderful time to dive in US trucking rn:
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