Brandon Beylo @marketplunger1
Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI macro-ops.com Maryland, USA Joined July 2018-
Tweets17K
-
Followers73K
-
Following2K
-
Likes87K
My Thoughts on The Marhelm Fiasco Hey everyone — thought I should provide an update on my effort to save Marhelm. But before I do that, I want to publicly say that Calvin has been nothing but kind and honest to me during our relationship. I have learned a lot from him, and I…
My Thoughts on The Marhelm Fiasco Hey everyone — thought I should provide an update on my effort to save Marhelm. But before I do that, I want to publicly say that Calvin has been nothing but kind and honest to me during our relationship. I have learned a lot from him, and I…
Value investors passing on every great business so they can buy a dilapidated steel mill at 2x earnings and 1/2 replacement cost.
Robert Friedland getting into the meme game is my favorite part of the commodity bull cycle.
Robert Friedland getting into the meme game is my favorite part of the commodity bull cycle.
Quartr is one of those companies/products where you forget what life was like before that product existed. I can't imagine listening to earnings calls any other way now. The @Quartr_App is still in the early innings of what it can be. Proud to be an investor.
Quartr is one of those companies/products where you forget what life was like before that product existed. I can't imagine listening to earnings calls any other way now. The @Quartr_App is still in the early innings of what it can be. Proud to be an investor.
When BB drops a write-up on one of my top 3 watchlist companies $SLP
When BB drops a write-up on one of my top 3 watchlist companies $SLP https://t.co/VDySeeW7N5
Chinese Copper Smelter (TC) Rates fall to basically zero. Probably nothing. #copper H/t @GoldForecast
Well there goes one part of the koala’s double secret never talked about on Twitter great thesis from the past 6 months everyone now knows about Arguably the best risk/reward pure play PGM equity available to public investors
Well there goes one part of the koala’s double secret never talked about on Twitter great thesis from the past 6 months everyone now knows about Arguably the best risk/reward pure play PGM equity available to public investors
Annapolis PGM bros be like:
Annapolis PGM bros be like: https://t.co/louTLqTC9u
Here's my write-up on Sylvania Platinum $SLP.L. It's a hated commodity in a hated industry in a hated country. SLP has half its market cap in cash with no debt and a history of shareholder returns. Could print 140%+ of EV at normalized PGM prices.👇 macro-ops.com/sylvania-plati…
Here's my write-up on Sylvania Platinum $SLP.L. It's a hated commodity in a hated industry in a hated country. SLP has half its market cap in cash with no debt and a history of shareholder returns. Could print 140%+ of EV at normalized PGM prices.👇 macro-ops.com/sylvania-plati…
We are long Sylvania Platinum $SLP.L SLP is a South African PGM miner. It's one of the lowest-cost producers globally with half its market cap in cash w/ no debt. You get buybacks + divvys too. If $PGMs recover, it could print 140% of EV in FCF. macro-ops.com/sylvania-plati…
Follow me for more tennis insights.
Follow me for more tennis insights. https://t.co/OC2HJAsPGI
Me analyzing mining / commodity stocks.
Idaho Strategic $IDR has been proving you wrong for years @hendry_hugh. You should check them out.
Idaho Strategic $IDR has been proving you wrong for years @hendry_hugh. You should check them out.
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
41K Followers 563 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.
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
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
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
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 924 Following
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
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”.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
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
MT Capital @MT_Capital1
21K Followers 909 Following 🇨🇦 | Engineer | Founder of MT Capital Research | Join 11K+ subscribers👇 | Inquiries: [email protected]
Vlad @vlado0916
54 Followers 231 Following
sendvegne @sendvegne
15 Followers 23 Following
Sanenesh @sanenesh24918
0 Followers 74 Following
Investor Relations @relations91093
164 Followers 221 Following
Adam Edwards @AdamvEdwards
382 Followers 107 Following
Donnkeyotee @donaldjfrank
67 Followers 192 Following
Nathan Schaumann @SchaumannNatha1
204 Followers 892 Following The rate of increase is slowing rapidly...
Ingenious_engineer @Ingeniousengin2
24 Followers 243 Following
Miroslav Kubíček @MiroslavKubi
11 Followers 250 Following
Paul Bracke @hy8dwkgpn2
16 Followers 40 Following
Amitesh Sabharwal @AmiteshSabharw1
1 Followers 46 Following
Don MacDougall @doug56724
185 Followers 488 Following
JSchaufele @schaufelel
97 Followers 216 Following Husband to my wife who is in a committed relationship with our dog.
Gregg Foresman @OUFORES
34 Followers 102 Following
KBE @ottawaexcavates
687 Followers 5K Following
Trending shop 24 @Trendingshop_24
29 Followers 156 Following ⚠️EXPLORE OUR BEST SELLING PRODUCTS ⚠️ --------GET UPTO 80%OFF -------
🏴☠️ Matthew.. @majdav_
166 Followers 94 Following Christian, Husband to @FukaDavis, Homeschool Father of 5, Software Engineer. Current @MarhelmData.
AFB @rehabinvestor2
1 Followers 10 Following Rehabilitating Investor -“ Success is not final, failure is not fatal: It is the courage to continue that counts.” WC
T @timlihk
106 Followers 1K Following
Omar N @kingomarnajjar
279 Followers 2K Following
Adrian de Fay @AdriandeFay
54 Followers 389 Following
Sasley @Sasley381356
0 Followers 69 Following
lq @lqlgpt
4 Followers 1K Following
Jeremy Green UK @Greenbullish
65 Followers 170 Following Photographer and photo book collector. Contrarian investor.
Rob Reich Jr. | Web D.. @RobReichJr
1K Followers 2K Following Enhancing private equity portfolios with elite Web Design and SEO for superior digital growth and revenue. #PrivateEquity
Scott D. Clary @scottdclary
53K Followers 561 Following Founder & CEO of @socialclubacc, host the @successstorypod (Top 10 Business Pod) & write a weekly newsletter to 321k people @ https://t.co/bXNJDcYeBr
Jakob @Jakobm04
28 Followers 393 Following
Andrey Ataev @andrey_ataev
12 Followers 41 Following
Bart Verboeket @BVerboeket
10 Followers 58 Following
Nate @Nate93658762
79 Followers 372 Following
KyleKiplingc5 @KyleKiplingc5
155 Followers 154 Following
David Martin @luckygumbysmith
0 Followers 280 Following
fredrikw @fredrikw14
88 Followers 233 Following Permabjörn, tech, värde. Inga köp rekar osv.. Alla beslut är er egna
Jayne @heyjayne27
0 Followers 117 Following
Deepak H @TheDeepakWay
23 Followers 172 Following
Antonio Treminio, CEO.. @Totalaccess2010
301 Followers 600 Following Venture Capitalist in the exploration & production of Copper. Welcome to the Dawn of the Great Copper Bull Market 📈
Vishishtaya @Vishishtaya1
1K Followers 584 Following Im just a curious mind living in a trading room.
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Jerry Capital @JerryCap
41K Followers 563 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.
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
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
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
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
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.
Long Equity @long_equity
50K Followers 141 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiE
Prepared Remarks @Rebrand_As_Y
19K Followers 924 Following
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
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”.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Goose @goosecaps
608 Followers 2K Following coding in the streets, biz in the spreadsheets. CS @ state school. building things, including @everynetnet, the net-net analytics platform, and @otcalertsio
MarlieChunger @JSE_Invest
2K Followers 384 Following South African (Value) Investor, Quality Seeker. 23, but old school. Self-taught. I like shiny metals & dirty rocks. DYOR. DM/Email for Newsletter details.
Emanuel Ajay Datt @eadatt
8K Followers 457 Following Principal at @DattCapital, interested in investing, tech, innovation, mineral resources & philanthropy.
Radnor Capital @RadnorCapital
6K Followers 1K Following Investor (generalist) for a growth-focused fund with ~$30bn AUM (long-only) | Previously investment banking at JP Morgan | CFA Charterholder | Views are my own
Mining Charts @mining_charts
3K Followers 90 Following Trade ideas in the Natural Resource Sector, using technical and fundamental analysis. *Not investment advice, do your own due diligence.
Mining Journal @MiningOnline
49K Followers 243 Following The industry’s leading source of intelligence for global mining investment, finance and business. Paywall stories marked ($).
MINING SERVICES VALUE.. @ShitValueFund
3K Followers 174 Following Value Investor, mostly ASX. Here for education and memes. 4th TWTR Account - Tweets auto delete after 2 weeks.
Ari Lazar @pommelhorse9
2K Followers 1K Following Buyside equity analyst at RGA Investment Advisors looking to chat stocks. I am also an Illinois High School gymnastics judge
Rick Rule @RealRickRule
58K Followers 70 Following President and CEO, Rule Investment Media LLC #goldinvesting #resourceinvesting Views expressed are my own.
Kristie Batten @kristiebatten
3K Followers 573 Following Mining journalist. Former editor of @MiningNewsNet. Member of the steering committee of the @MelbMiningClub.
David Hunter @DaveHcontrarian
200K Followers 47 Following Contrarian Macro Strategist w/50 years on Wall Street
Valarian @Valarian11
2K Followers 342 Following Chemical Engineer + Investor (Gold | Silver | Platinum | Uranium | Shipping | Hemp).
USELINK @uselinkinv
7K Followers 103 Following https://t.co/MCdHu0Rble Detailed TA on individual stock within the #commodity sector for paid members https://t.co/Cn0zpLIyLu
Don Durrett - goldsto.. @DonDurrett
41K Followers 1K Following Sharing information on gold/silver miners, along with macro data that impacts gold/silver. #gold #silver
bob coleman @profitsplusid
16K Followers 344 Following Idaho Armored Vaults stores all physical precious metals outside the financial system in insured, segregated, and armored vaults.
Rock Bottom Entries @RockBtmEntries
4K Followers 23 Following We buy absolute lows. Original trade/investment ideas.
graddhytrading @graddhytrading
907 Followers 0 Following Graddhy´s private service feed. Public feed @graddhybpc Please subscribe before you request to follow at https://t.co/sEyUABtLHA
Scott Barclay @BarclayCard18
9K Followers 2K Following Failed journalist. Successful Andy Murray fan. Co-host of @MurrayMusing. Writing over on @Popcorn_Tennis1. Archived blog: https://t.co/ieTV7850sS He/Him
Chris Yim 🗽 @cyim
2K Followers 1K Following CEO & Co-founder @libertyx (acq. '22) bringing #bitcoin to every block. Ex-VC. Fmr @Wharton @MIT. Dog lover. Diver. Fortune cookie believer. I'll do anything 2x
ChicoFinanzas @finanzasanonima
495 Followers 191 Following Mejora tus finanzas y conserva tu capital con nosotros.
𝗧𝗵𝗲 𝗨𝗺.. @EricTheUmpire
7K Followers 699 Following I call the shots. I provide updates on my own game, you play yours. (Not financial advice.) Mostly parody and speculation, sometimes a good trade.
Mario Cavaggioni @CavaggioniMario
5K Followers 1K Following PM in HY market. Football and wine fanatic. RT not endorsement
Erik @erik_ywr
751 Followers 75 Following
Sem @_sem_yyc
1K Followers 530 Following Energy mostly / Time cast a spell on you, but you won't forget me
Graddhy - Commodities.. @graddhybpc
67K Followers 19 Following 29y in markets, commodities sector investor/swing trader, unique combination of cycles + technicals = leading charting & edge, 20y in mgmt consulting
Kreuzmann @Kreuzmann13
7K Followers 449 Following Microcap koncentrovaný investor. Hledám společnosti, které 99% lidí přehlíží a píši o nich na blogu https://t.co/RH2vcAmMT2
Keyser Soze @James56487175
11K Followers 200 Following Former PM of $1+ billion; not offering investment advice; my inv positions may change w/o notice. All posts are my opinion. Will never accept/charge $. DYODD
Centaurix Capital @CentaurixCap
34 Followers 176 Following I work in Strategy and M&A and I like to invest
David Eborall @davideborall
3K Followers 1K Following SaltLight Capital Management - Portfolio Manager. Betting on Durable and Indispensable Businesses across the Globe. 🏋️♀️ Long-Term Investing Takes Courage !
Ibrahim Pataudi @ibipataudi
661 Followers 2K Following Founder @armanet_ads | Outdoorsman | Occasional writer of things
Who's going to carry .. @BenFranksAltEgo
1K Followers 637 Following Prior USMC, Investor/Swing Trader, I change my mind often. Father of an Angelman baby. Help an Angel today! - https://t.co/HIty3aOWZf
Bushels 🌾 Barrels .. @BuBarrelBull
2K Followers 730 Following A commodity fund manager’s burner account. “Bulls make money, bears make money, pigs get slaughtered”
Cletus_Invests @InvestsCletus
653 Followers 952 Following Buyside energy, natural resources, chems and industrials. Seen a lot, made a little. Entertainment purposes only, not investment advice
Aggressive Value @aggresivevalue
8K Followers 103 Following 25 yrs investing in the markets. Deep value/ asymmetric opportunities. Nothing posted here is financial advice. Just another opinion. DYODD
The DEEP Marcellus @InvestInOnG
9K Followers 996 Following Living on Gucci gas #EFT #CanadianOilMafia
Arkenstone Capital @Arkenstone_C
83 Followers 97 Following
Alberto Alvarez @AAGresearch
1K Followers 119 Following My purpose is to find the truth by pursuing my passion: uncovering situational value stocks positioned for both short and long term price appreciation. Blog⬇️
SPACInsider @spac_insider
24K Followers 77 Following Access the industry's most comprehensive SPAC database in the market: https://t.co/Mo4rBeogca
Amena Bakr @Amena__Bakr
141K Followers 1K Following Senior Research Analyst @energyintel: covering #OPEC, Middle East energy & geopolitics. Award winning journalist, Ex-Reuters. [email protected]
Grizzly Capital @mind_the_bear
816 Followers 889 Following 🇵🇹 armchair investor - microcaps / smallcaps
Reinvest @reinvest131
842 Followers 66 Following Posting value trades in the commodity sector. #Gold #Oil #Copper #Silver #Uranium
Josh Linville @JLinvilleFert
35K Followers 22K Following Director of Fertilizer @StoneX_Official, 20 yrs experience in US/International Fertilizer Markets, All tweets are my own, RT≠Endorsements.
If you have a below 8.0 RAS you are off Adam Peters draft board. Athleticism is king for Peters #RaiseHail
Chuck’s had it with the Pelicans 💀
@ParrotCapital @marketplunger1 That Shep would make a great trader - way to wait for the fat pitch!
@CestrianInc @marketplunger1 True! Most of my outsized gains have been from waiting for the right fat pitch and not trading poor setups.
@marketplunger1 shrewd move and thanks for the candid thoughts @marketplunger1
@hkuppy This pushback makes me more bullish.
Always appreciate any pushback👇👇
Recently, @hkuppy was interviewed by @JackFarley96, discussing his views on #uranium. His strategy: direct exposure to physical uranium, a solid approach. However, his analysis of the miners relies on flawed assumptions. This thread will present a few counterarguments. 1/14 🐸
@marketplunger1 The employees should just continue everything under a new entity called 'Marhelm Mutiny". Just move everything, except for Calvin of course, to "Marhelm Mutiny".
@marketplunger1 Value investors admittedly can’t come close to beating the benchmarks
@marketplunger1 @marketplunger1 I’m interested in building a replacement / competitor, potentially better than the original product. I have experience building platforms like this. If interested DM me.
😂😂😂
Value investors passing on every great business so they can buy a dilapidated steel mill at 2x earnings and 1/2 replacement cost.
Interview with @smallcapdisc is now available for free on YouTube. I made a few mistakes in this video, but I wasn't exactly reading off a script. Thanks for the opportunity @PaulAndreola & @veritasvatillum youtube.com/watch?v=Ek0C9X…
@BichonRedux @WTIBull @calvinfroedge Related reading: x.com/marketplunger1…
My Thoughts on The Marhelm Fiasco Hey everyone — thought I should provide an update on my effort to save Marhelm. But before I do that, I want to publicly say that Calvin has been nothing but kind and honest to me during our relationship. I have learned a lot from him, and I…
New post up on the blog in my bio on uranium. Am very bullish here in the near term, but here I explain one way I think about expressing and torquing a trade.
@marketplunger1 Wow! Been playing hockey my whole life - never seen that one. 🏒
Well selected #gold #silver micro caps will outperform gold & silver spots by 5x in this upcycle.... guidance: scale down 4x through 8x, do not get greedy, do not join the FOMO.
'Valuations of the world's gold producers, led by Newmont and Barrick, have rarely been as heavily discounted in the past 40 years versus the gold price as they are now.' ft.com/content/69d46a…
Trends for United States
You might like
