Luke Constable @lukeconstable
Founder @ Lampa Capital lukeconstable.org New York, NY Joined June 2009-
Tweets387
-
Followers2K
-
Following1K
-
Likes2K
@Cap1talCap1tal Curious if you've looked at ARX and have any thoughts on their MGA programs vs the aggressive pricing/overcapacity created by the typical MGA?
0
0
0
26
0
View Details
@hypersoren @curious_vii Ha! Guilty. (Though I first read it in Palo Alto)
@MikeSimanovsky Great message! Learning about athletes like Gary Hall was incredibly heartening when I found out I was T1D too. Love to see people highlight this
@curious_vii Short school bus is always an option
Big fan of Eric & what @trytrata is building!
Trata (@trytrata) is now on FinTwit. We host anonymous buyside to buyside conversations via voice calls. We work with 125+ funds (vs. 10 in March) and receive 25-30 human-to-human calls weekly. We compile these conversations into a library of investment research. EX: Fund 1 is
Small life update! Planning to start writing again in the new year. Happy Holiday season to all of you.
@TenreiroDaniel @TheStalwart @trussliz @tracyalloway Big comment from big man on twitter
@nosunkcosts The real vs nominal distinction is spot-on. Would also add that there are definition problems (e.g. flows from savings to equities vs among equities; bid/ask changes without $ flows). What do you think is the best metric for "equity flows" for >3mo timeframes?
@g3cfo Thank you! I've only read a few of these, and just ordered the rest online. The one I'm still searching for is a tell-all from a private equity CFO. The adjustments they make, the way they shift numbers to fit narratives. (And please let me know if you know of it)
@g3cfo One of my favorites - Tom is brilliant. Also love Jacob Soll's The Reckoning if you haven't gotten to that one yet. Any others you'd recommend in that genre of accounting history / applied accounting?
@fkronawitter1 @elasticretreat Just chiming in with the Dec '22 print. Curious on what you're focused on here?
@prpl8 Yup, Vanguard 2040 TRF's drawdown is -32% (and that's just nominal). But not seeing signs of TRF selling in earnest -- e.g. not showing in keyword searches. Are you watching closing auctions or anything else in particular?
@MrBlonde_macro Much appreciated... should have known that the best people always build it from the ground up themselves. Core data from BBG + Factset?
@MrBlonde_macro Late, but just saw your reply here. Love your work -- Mind sharing which database you're using for sector-neutral factor work here?
@bennpeifert @NewRiverInvest Alan Boyce proposed this in 2010, but I never tracked him down to ask what stopped it from happening dropbox.com/s/mzo4betmqhm8…
@VetTechTrader @howardlindzon Hearing this anecdotally too -- any way you're tracking this on bbg?
Luke Constable retweeted
94% of Parisians live less than 5 minutes from a bakery.
@sbensu The people demand your posts turn into a weekly occurrence
Patrick McKenzie @patio11
196K Followers 808 Following I work for the Internet and am an advisor to @stripe. These are my personal opinions unless otherwise noted.
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Dave Waters @alluvialcapital
27K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Byrne Hobart @ByrneHobart
61K Followers 2K Following The John Henry of excessive use of the em-dash. Tweets are map, not territory. Co-author: Boom (Stripe Press): https://t.co/u8do6HYFRF https://t.co/2zMEobDlr1
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
Adam Block @AdamB1438
9K Followers 6K Following Deputy CIO, C. Montgomery Burns Family Office // Mass tort litigation finance, Texas Class B Industrial Real Estate, and still some stocks every now and then...
DonyTrader @donytrader
2K Followers 2K Following Self-Directed Investor | Every Saturday: deep-dive analysis of one asset of interest. ⚠️No Financial Advice
Fiat sucks buy BTC @btcrocksmyworld
162 Followers 509 Following
Dwarkesh Patel @dwarkesh_sp
242K Followers 1K Following Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un
Robert @LacertaXG1
12K Followers 1K Following markets, LLMs, epistemology Views don't reflect the views of my employer etc. I will never be shilling a token
Josh Clymer @joshua_clymer
2K Followers 182 Following Turtle hatchling trying to make it to the ocean. Previously @ OpenAI.
Soren Larson @hypersoren
5K Followers 2K Following applied cybernetics // maths music theory econ @harvard @swarthmore
Emily Daniels @emily_vdlande
591 Followers 1K Following I work with smart people who can read and write good @manhattaninst and @cityjournal. Opinions are mine.
🇱 🇦 🇲 🇵 �... @Nick_Lamparelli
3K Followers 5K Following My mind is not for rent, To any god or government, Always hopeful, yet discontent, I know change is not permanent, But change is....
Valerie @valerijtrades1
377 Followers 627 Following Bitcoin accumulator $BTC. Equities investor and options trader. Documenting a womens journey to financial freedom
Anxur Capital @anxurcapital
133 Followers 722 Following TMT long only | Not financial advice - opinions are my own
Sam Engs @engs_sam
108 Followers 747 Following investor and operator in technology, finance, real estate and service businesses
lounge riffs @loungeriffs
564 Followers 202 Following the lounge. riffing on things i find interesting. not investment advice. views are my own.
mass @Memetic_Theory
7K Followers 3K Following building the first autonomously self improving company. coo AlphaFund
Kaasu @Kaasu435133
0 Followers 7 Following Focusing on stock, money market fund, bond, and cryptocurrency trading, sharing the secrets to wealth.
SHelix💧 @RameshwarGujja5
10 Followers 208 Following I FOMO'd into the meme game and never left. My FOMO is now focused on @SuiNetwork.
Karst @KarstResearch
5K Followers 395 Following Trying to keep it simple, I think. Spending time outdoors and posting about it.
Alice @Alice16565
4 Followers 48 Following
Xuauwi @Xuauwi242
204 Followers 7K Following I’m not a backup plan, and definitely not your second choice.
Matteo @Matteo570522122
1 Followers 68 Following
Lorraine @Eedierjui0993
223 Followers 7K Following
kingragga @ragaboy3
29 Followers 121 Following
CHINTA DINESH REDDY @dino_chinta
15 Followers 174 Following
Lucie @ReichertRu58773
196 Followers 7K Following
Medana Capina @medana8482
8 Followers 409 Following
Chris Camillo @OfficialCamillo
175 Followers 1K Following Being smart isn’t as important as being smart in a different way than others. The $20k to $60M guy in Unknown Market Wizards who’s going all in on humanoids.
AdaWebster @3cW8Jj6s743W92
28 Followers 967 Following
AprilLewis @la3b2QeKy2vnu
62 Followers 977 Following
KristinJessie @34FP13Jvr14ryn
46 Followers 1K Following
Orel Levy @Orel_Levy_
17K Followers 942 Following CIO @ANEKCapital. Sharing deep dive analyses, opinions & insights on companies. Views expressed are personal and do not represent investment advice
M @Mina8810071
8K Followers 4K Following An independent woman who pursues beautiful things 💖, No adult content allowed 🚫😈, forwarding does not imply endorsement 🙅♀️👍
Dan Fougere @dfougere
1K Followers 7K Following
Rhiannon @CasperRose40944
214 Followers 7K Following
Qofo @Qofo1243
21 Followers 332 Following
Gavin Baker @GavinSBaker
260K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Patrick McKenzie @patio11
196K Followers 808 Following I work for the Internet and am an advisor to @stripe. These are my personal opinions unless otherwise noted.
Daniel S. Loeb @DanielSLoeb1
179K Followers 2K Following Investor in public and private equity and credit securities. Sometime purveyor of dad humor.
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Byrne Hobart @ByrneHobart
61K Followers 2K Following The John Henry of excessive use of the em-dash. Tweets are map, not territory. Co-author: Boom (Stripe Press): https://t.co/u8do6HYFRF https://t.co/2zMEobDlr1
Yaron Naymark @1MainCapital
34K Followers 657 Following Tweets are informational only, never investment advice.
Bill @wabuffo
36K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Prepared Remarks @P_Remarks
33K Followers 949 Following
Turtle Bay @turtlebay_io
24K Followers 567 Following Business History l Investment Cases l Financial Data
Hemingway Capital @lfg_cap
15K Followers 2K Following Global Tech investor. definitely not important and definitely not investment advice.
Upslope Capital @UpslopeCapital
27K Followers 628 Following Long/short. See website for important disclosures. May hold positions in securities mentioned.
buyhighsellhigher @ebitdaddy90
31K Followers 38 Following Ex p72/Citadel/GS. Went to a school “in Boston”. Lots of fake copycats of my acct - make sure you follow the real deal.
Ricky Sandler @rsandler21969
32K Followers 471 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Corry Wang @corry_wang
34K Followers 267 Following Compute @ Anthropic | Formerly AI strategy @ Google and tech equity research @ Bernstein Research
Cem Karsan 🥐 @jam_croissant
243K Followers 2K Following Founder, Kai Wealth. 27y Quant/Vol/Flow/Macro PM. Ex-MMaker,+10% of SPXOpt’s‘06-10 @phillipsacademy, @RiceAlumni,@KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advice
Jeremy Giffon @jeremygiffon
32K Followers 476 Following He that observes the wind sows not; and he that looks at the clouds will not reap.
michaellwy @michael_lwy
6K Followers 3K Following building https://t.co/DDRpB63fGh | prev. @monad @cryptocom @theblockcrunch
Luka Ivicevic @lukaivicev
5K Followers 17 Following Building something new in credit backed by @alliance @whitestarcap. Prev founded @getpenta (acquired) and @indexhealthusa
Renny @rennyzucker
16K Followers 2K Following 28. A little long here, some short there. Head of trading, fintwit sarcasm desk.
Donald Trump Portfoli... @TrumpsPortfolio
171K Followers 26 Following Tracking all of Trumps trades so I can get filthy rich
Chad Jones @ChadJonesEcon
17K Followers 898 Following Economics professor at Stanford GSB working on AI and economic growth.
X Money @XMoney
342K Followers 1 Following
Jesse Genet @jessegenet
58K Followers 3K Following Startup builder (prev @lumi) turned family builder, currently vibe coding on my breaks from homeschooling four tots
Michael Fridman @justmikeel
857 Followers 276 Following Former TMT Portfolio Manager at Phoenix Capital Partners. Tech and Growth focus. Not a financial advice or an investment recommendation
Arborator Capital Res... @AC__research
1K Followers 1 Following 🌍 Global Small Caps 📈 Compounders & Special Situations 🔎 Deep Fundamental Research 🎯 Targeting 20%+ 🏆Early: $BE $MP $NBIS $ELS.AX $XTB.WA $EQR.AX $212A.T
11 KM/s @escvel0city11
13K Followers 6K Following 11 KM/s is a constant in physics that refers to Earth’s escape velocity. The minimum speed an object needs to break free from Earth’s gravitational pull.
Tierra Partners @tierrapartners
4K Followers 975 Following
Thijs Buitenhuis @Thijsbuitenhuis
2K Followers 1K Following Amsterdam based. Long only PM. personal opinions only.
John Suh @john_ssuh
2K Followers 270 Following Technology in service of humanity Ex Long Lake, Superdrop (Acq Long Lake), Robinhood
Sreeram Kannan @sreeramkannan
46K Followers 6K Following Founder @EigenLabs ($10B+ AUM protocol, a16z-funded) • Building Open Agentic Networks • Maximizing Individual Agency Post AGI • Ex-Prof @UW: Information Theory.
Patrick Fitzsimmons @pfitzsimmons
931 Followers 109 Following Independent scholarship, building @Webchiver. Previously, founding engineer @HubSpot.
Matt Dratch @DratchCap
6K Followers 263 Following Macro Equity PM | Dartmouth Football ’08 “Be bold, and mighty forces will come to your aid.” Views my own; Not financial advice
Dwarkesh Patel @dwarkesh_sp
242K Followers 1K Following Host of @dwarkeshpodcast https://t.co/3SXlu7fy6N https://t.co/4DPAxODFYi https://t.co/hQfIWdM1Un
Elizabeth Barnes @BethMayBarnes
5K Followers 389 Following
Chris Barber (in SF) @chrisbarber
13K Followers 1K Following Startups, data, compute. Lists & interviews. Interviewed: @tylercowen, @insane_analyst, +. I read DMs. Highlights: https://t.co/EgqEFGu40p
Timothy Liu @timothyhliu5
5K Followers 780 Following Founder, Meditation Capital Management. Investor in companies with amazing products. Not investment advice
Alexis Ohanian 🗽 @alexisohanian
801K Followers 8K Following Business Dad: @SevenSevenSix ♻️ @776Foundation Owner 🏃🏿♀️@athlos 🦁 @ChelseaFCW ⛳ @weareLAGC 🏌🏾♀️ @weareLAGCW 🪽 @weareangelcity 🏐 @lovblosangeles
FUNDA @FundaAI
27K Followers 994 Following The full-stack research platform for public equity investors. https://t.co/0xRZegn2ep [email protected]
Plainview @Plainview_85
217 Followers 239 Following CFA, former energy IB, Portfolio Manager, not investment advice. Personal views only.
Teddy Citrin @tcitrin
3K Followers 846 Following Founder of Definition @appliedcompute, @cognition, @decagonai, @ereborbank, @llmh, @modal, @rox_ai, @simile_ai, @tryramp, @togethercompute, @valthostech
Ben Sasse @BenSasse
325K Followers 986 Following football addict, uber driver, 2x college pres, 2x NYT bestseller, 2x US senator (most primary votes & most censured in Nebr history),100+stitches,hideous teeth
Anish Acharya @illscience
30K Followers 3K Following 🦞AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
Sholto Douglas @_sholtodouglas
47K Followers 2K Following Scaling RL @AnthropicAI, ex @DeepMind - working towards intelligence too cheap to meter
Eli Lifland @eli_lifland
9K Followers 2K Following AI forecasting and governance @AI_Futures_. Co-author of AI 2040: Plan A, AI 2027, and the AI Futures Model. Also @aidigest_, @SamotsvetyF. Prev @oughtinc
Steve Newman @snewmanpv
5K Followers 86 Following Co-founder of Writely (aka Google Docs) and 7 other startups. Now at the Golden Gate Institute for AI, working to bring AI’s toughest questions into focus.
Zach Mazlish @ZMazlish
1K Followers 775 Following Econ PhD student @OxfordEconDept. I too felt the curious abrupt questionings stir within me. Writing: https://t.co/yeFsYx656o
Ryan Greenblatt @RyanGreenblatt
9K Followers 6 Following Chief scientist at Redwood Research (@redwood_ai), focused on technical AI safety research to reduce risks from rogue AIs
Parker Whitfill @whitfill_parker
1K Followers 326 Following @METR_Evals, on leave from PhDing at @MIT
Basil Halperin @BasilHalperin
8K Followers 2K Following Assistant professor of economics @UVA; Past lives: PhD @MITEcon, @Uber, @AQRCapital, @UChicago
Zeel Patel @ZeelMPatel
461 Followers 662 Following @CitSecurities. Prev: @MSFTResearch, @BroadInstitute, @Harvard
Trends for United States
You might like
Redwood capital
@RedwoodCap
6K Followers
OswaldValue
@OswaldValue
4K Followers
AZ Value
@AZ_Value
6K Followers
Coleman Hawkins
@colemanrhawkins
2K Followers
Thompson Clark
@rtclark
3K Followers
leonardo1452
@leonardo_1452_
2K Followers
Four Filters
@FourFilters
4K Followers
June Street
@June_Street
5K Followers
Glenn Chan
@glennchanWordpr
4K Followers
John Allen
@JAllenCapMgmt
1K Followers
Jay Siegel
@JSiegel88
3K Followers
Devin Haran
@DevinHaran
5K Followers
Mailroom Capital
@MailroomCapital
1K Followers
Act II
@Act_tw0
2K Followers
Adam Locke
@TheAdamLocke
2K Followers